Location: The candidate must be based in the San Francisco Bay Area.

The Executive Director furthers the mission of CFA Society San Francisco to support members and contribute to the greater investment industry community. The Executive Director guides volunteers and staff and will strategically collaborate with the Society’s Board of Directors, CFA Institute, other CFA societies, and other like-minded organizations to serve society members, candidates, and the Northern California investment community. The Executive Director role is both internally and externally facing and the Society’s content creation enables constituents to significantly expand their expertise and value.

The Executive Director represents the best interests of the Society's membership and the profession, representing the Society in a variety of venues. The Executive Director attends and contributes to all Board of Directors’ meetings and some of the Board committee meetings. All staff and volunteer committees are overseen by the Executive Director. The Executive Director will be focused on the following objectives, among others.

Strategy & Innovation

• Partner with the Board: to develop multi-year strategic plans and translate these into clear, measurable operational targets and daily workflows. Execute against these targets.
• Digital & Content Evolution: Drive strategies to modernize content delivery and marketing communication in line with evolving technology trends.

Drive Member Growth

• Member-Centric Growth: Utilize  member data to enhance retention pipelines, attract diverse investment professional cohorts, and clearly communicate value.
• Increase Member Engagement: Drive relevant programming, identify sources of value creation for members to increase attendance at events and other forms of engagement.

Financial Stewardship

• Sponsorships & Fundraising: Identify, pitch, and secure alliances and sponsorships with asset managers and corporate employers to create diversified revenue paths.
• Fiscal Integrity: Build, execute, and monitor the annual operational budget, maintaining robust controls and total compliance with local 501(c)(6) non-profit regulations.

Ecosystem & Stakeholder Relations

• Community Relations: Act as the primary public advocate to represent the Society and enhance its reputation across members, prospective members, sponsors, universities, and business media outlets. Develop new, and deepen current, relationships, and partnerships to advance the mission of the organization and impact. Position the Society as a leader in its field.
• Foster Volunteer Culture: Champion and motivate volunteer-led interest groups, expert committees, and advocates who execute core initiatives.
• Collaborative Programming: Partner actively across regional and international CFA societies to co-create scale, expand audience reach, and maximize operational efficiency.

Organizational Management

• Internal: Oversee the administrative (HR, IT, operations) and fiduciary functions by recruiting, training, and supervising a dedicated staff and contractors. Align, inspire, and lead staff, contractors, and volunteers.
• Board: Communicate with the Board on a timely basis, maintaining transparency and clarity.
• CFA Institute Liaison: Serve as the formal ambassador to the global CFA Institute, aligning localized strategies with broader global brand standards.