Manager, Membership & Engagement

Role Description We are seeking a proactive, relationship-focused and member-centric Membership Manager to lead the Society’s membership growth, engagement, retention and operations.

The role will manage the end-to-end membership lifecycle, from acquisition and onboarding to engagement, renewal and retention, while strengthening the value and experience delivered to members.

The Membership Manager will work closely with volunteers, committees, industry stakeholders, internal teams and CFA Institute to drive member participation and support the Society’s membership objectives.

Key Responsibilities

Membership Strategy & Growth: Develop and drive strategies to grow, engage and retain members, aligned with the Society’s membership objectives and targets.

Member Lifecycle & Experience: Oversee the full membership lifecycle, including acquisition, onboarding, engagement, recognition, renewals and retention, ensuring a positive member experience.

Stakeholder Engagement: Build strong relationships with members, volunteers, committees, CFA Program candidates, employers, universities, industry partners and CFA Institute.

Engagement & Communications: Work closely with MarComm and Events teams to drive membership campaigns, communications, member benefits, engagement programmes and key membership events.

Society Enquiries: Oversee general enquiries received through the Society’s hotline, WhatsApp and other communication channels, ensuring appropriate service standards, timely follow-up and escalation.

Membership Operations: Oversee membership administration, CRM records and related processes, ensuring data accuracy, operational efficiency and service standards.

Data, Insights & Reporting: Analyse membership trends, engagement metrics and member feedback, and provide reports and recommendations to Management and the Board to strengthen member value and membership performance.

Requirements

Bachelor’s Degree in Business, Marketing, Communications or a related discipline, with at l