Executive Director CFA Society New Zealand

CFA Institute is a global association of investment professionals that sets the standard for professional excellence and qualifications, most notably the CFA Program. 

CFA Society New Zealand is one of 160 autonomous CFA societies globally.  The Society’s mission is to lead the country’s investment profession by promoting the highest standards of ethics, education and professional excellence.  A crucial part of this mission rests on driving advocacy, industry engagement and growing membership, as well as maintaining sponsor and partner relationships and delivering value.   

The position – Executive Director:

Working in collaboration with the Board, the Executive Director will innovate and own strategies to grow the CFA Society New Zealand’s footprint and impact.  This includes;   

• Ensuring effective governance and administrative operations 
• Driving strategies for current and future membership offerings and articulating the value proposition for each class of membership
• Fostering relations with local universities to create and optimise the pipeline of future investment management professionals and program candidates 
• Deepening institutional relationships for the Society’s institutional organisations base 
• Collaborating with the Society’s Board and the APAC and global body to gather intelligence and understand trends, regional opportunities, and technical/regulatory challenges
• Leveraging personal and regional/global society networks to establish and deepen institutional partnerships
• Strengthening the Society’s network with employer partners to ultimately support the talent development of their employees
   

Attributes sought:

We seek a professional who demonstrates a passion for the finance and investment industry.  Someone who is able to credibly articulate strategy and drive the Society’s growth into the future.  They will be informed, curious and across industry developments regionally and further afield.

Further to this, the successful candidate will demonstrate the following attributes;

• A senior industry professional who has spent significant time in a directly related or adjacent industry.  Whilst experience in a professional membership organisation is ideal, it is not essential 
• Experience gained in, but not limited to, marketing, communications, investor relations, distribution and events. In essence, positions focused on market and client engagement, relationship development and driving growth 
• Experience in creating financial forecasts, budgets and reporting for Board purposes.  With this, a familiarity with the Microsoft suite of products (Excel, PowerPoint) and ideally Xero, or comparable accounting packages  
• A demonstrable ability to recognise challenges and opportunities and implement appropriate solutions   
• The ability to communicate, engage, influence and build rapport across a diverse set of clients, cultures and seniority of personnel.  This includes internal and external stakeholders and partners (CFA Board, universities, employers and sponsors) 
   

 In addition, the successful candidate will demonstrate a high level of initiative, resourcefulness and autonomy, without sacrificing the ability to collaborate effectively with internal and external stakeholders.  They will be highly organised and able to manage dynamic priorities and expectations.  Experience with digital tools and platforms will be highly advantageous

If you are an experienced and passionate finance and investment industry professional, and you possess the requisite skills and experience, we invite you to apply for this challenging and rewarding role.

For the right individual, the position could be managed part time.  This will be determined by capability and experience, the position's requirements and candidate preferences.    

Please contact Alexander Hyndman - Convergence Partners, for further information.