This high-level position is responsible for establishing goals, strategies, and plans for membership recruitment and marketing activities and executing those plans and strategies. The position will be responsible for increasing membership growth and for developing and implementing comprehensive marketing plans for IAA events, programs, and other initiatives. S/he will act as a liaison to the IAA Membership Committee, as well as to senior executives of prospective member firms and a primary point of contact for prospective member firm representatives. The position reports to the Vice President of Communications & Marketing.
Develop and implement membership recruitment strategies, policies and processes.
Establish short- and long-term goals to achieve the organization’s member recruitment and marketing objectives pursuant to the Association’s strategic plan.
Develop and implement strategic marketing plans to convey strong value proposition for members and realize the Association’s goals.
Develop e-marketing, direct mail, and other member recruitment and event-related campaigns and activities.
Analyze the effectiveness of marketing campaigns, develop related reports and recommend adjustments to strategies and tactics.
Conduct targeted market research to ascertain prospect and member perception of benefits and programs.
Work with VP of Communications and Marketing to ensure consistent branding throughout the organization and all communications, including traditional and electronic media.
Communicate effectively with senior executives within the investment advisory community and the IAA Board.
Conduct effective in-person and phone outreach to prospective members and associate members.
Create marketing materials and detailed marketing schedules for all IAA events – including email campaigns, social media postings and hard copy brochure distribution.
Create and update member recruitment materials, including pursuant to the IAA’s strategic plan.
Provide member recruitment and marketing data and analysis to staff, committees, and Board members.
Serve as primary liaison to IAA Membership Committee and work with Committee Chair and Vice Chair on all aspects of the Committee’s objectives and meetings.
Collaborate with IAA staff on cross-departmental initiatives and operations.
Experience and Qualifications
Significant experience in marketing and membership recruiting services, preferably in association management and/or financial services industry.
Bachelor’s degree required, preferably in Marketing, Communications or related fields.
Demonstrated ability to plan, create and grow new initiatives based on strategic assessment.
Demonstrated ability to work collaboratively and cross-departmentally on projects.
Ability and willingness to contribute at both strategic and tactical levels.
Supervisory/management experience preferred.
Experience working with AMS and CRM systems and databases as well as with strong proficiency in Excel, other standard Microsoft Office software, and graphic design software. Facility with Meridian, MagnetMail, Discovery Data, and other software/databases used for recruiting and marketing preferred.
Demonstrated commitment to fiscal responsibility and ability to leverage limited resources efficiently and effectively.
Interpersonal Skills & Qualities
Excellent relationship-building and interpersonal skills.
Ability to relate well with a wide range of constituencies, including senior personnel at investment advisers and other financial services firms.
Strong verbal and written communications skills (including proofing).
Possesses highest integrity, ethics, and good judgment.
Has high energy, strong work ethic and motivation.
Possesses a positive “can do” attitude.
Collaborative team player.
Maintains professional rapport with all members of the IAA staff and external contacts.
Additional Salary Information: Excellent benefits package including pension plan contribution, annual performance bonus, employer-paid health, dental and vision insurance, commuting benefit, three weeks vacation to start.
The Investment Adviser Association (IAA) is the leading Association advocating the interests of investment adviser firms registered with the Securities and Exchange Commission. The IAA’s more than 600 member firms collectively manage assets in excess of $20 trillion for a wide variety of individual and institutional investors, including pension plans, trusts, investment companies, private funds, e...ndowments, foundations, and corporations. We focus on advocacy and on regulatory compliance and business practice issues that impact our members, and provide networking and educational opportunities in all of these areas. The IAA provides a friendly, collegial atmosphere and professional work environment, and we are conveniently located steps from the Farragut West and Farragut North Metro stations. For more information, please visit our web site: www.investmentadviser.org.