The Executive Director ( ED ) is responsible for the overall management of the CFA Society Bahrain (the Society ) office, implementing the strategic plan, supporting governance initiatives and relationship management of the society’s external relationships such as, but not exclusively, the CFA Institute ( CFAI ), the Board of Directors (the Board ) of the Society, external stakeholders and others as needed.
The ED reports to and is accountable to the Board.
Within the limits of the Society’s policies, by-laws and other guidelines established by the Board, which may be changed from time to time, the ED is responsible for and has authority to execute the duties outlined below.
Stakeholder & Media Relations
Develop, maintain and nurture external relationships that are appropriate, valuable and beneficial for the Society promotion and mutual support.
These include, but are not limited to, the CFAI, Past Presidents and other CFAI societies (leaders, PCR’s), the media, etc.
Maintain a relationship with all sponsors, including quarterly update meetings, inviting them to events, recognising them at Society events, with the ultimate objective of ensuring that sponsorship funds are received on annual basis.
A target amount will be set on annual basis with the Board.
Ensure all messaging that is delivered to the media and representing the Society is appropriate and that the individuals who are involved in media relations have been vetted, have proper training and have access to appropriate information as necessary.
Develop and maintain a media contact list that will serve to provide updated information on the Society activities as well as creating a bridge and access to expert opinions within the membership for development of articles and stories.
Seek out and capitalize on event management opportunities to promote awareness of the Society brand with both member and non-
member groups, including trade shows, external guest speaking by members, etc.
Work with the Society committee chairs to assist them in program development, including audience analysis, member penetration rates, non-
financial topics and speakers, as required.
Conduct business development activities with the Society special interest groups such as CFAI, universities faculty and select student clubs, other society groups, and other groups as appropriate.
Liaise with public relations and any other consultants retained through CFAI to foster synergies, provide thought leadership and advice and take advantage of global initiatives at local levels.
Strategic / Business Planning / Governance
Review and update the strategic plan of the Society and recommend to the Board changes and amendments as may be appropriate.
Formulate and recommend short and long-range plans for the development, growth and expansion of the Society’s functions and activities over which the ED has responsibility.
Work with the Board and / or select Board members on governance issues involving changes to or initiation of by-laws, drafting of the necessary policies and procedures, defining structure and composition of the Board and its committees, and / or periodic review of the roles, authorities and relationships of the Board and their constituents.
Coordinate with the Treasury team the preparation of the Annual Report on the service and business affairs of the Society as soon as such may be practical after the close of each fiscal year.
Marketing & Promotion
Formulate and develop strategic and tactical marketing plans that support the Society’s brand and its unique selling position.
Work closely with key departments and individuals at the CFAI to leverage new branding and awareness opportunities.
In conjunction with the Public Awareness Chairperson, responsible for the Society’s local marketing and communications activities including planning, prioritizing and coordination of key messages and value proposition, via web-
site, newsletters, social media and other external channels.
Oversee development of collateral materials, both paper-based and electronic, that support the Society programs and services marketed to members, non-
members, and prospects.
Regularly scan the market and industry sectors for trends and issues critical to the Society agenda. Anticipate risks and identify opportunities in external and industry environments.
Oversee, conduct or commission market research programs to advance the Society’s knowledge and facilitate informed decision-
making on services, programs, awareness, policy development, etc.
Direct and oversee the implementation of approved programs.
Ensure the policies of the Society and Institute are understood and applied by all staff and obtain policy clarification or interpretation from the Board Executive Committee where required.
Advise the Board periodically as to the state and conduct of the Society’s affairs, the results of its operations and of significant internal and external matters affecting operations, reputation or other matters that would normally be of concern to the Board.
Formulate and recommend to the Board changes in operating conditions deemed necessary; develop and implement an effective plan of operation as approved by the Board.
Ensure all assets of the Society are adequately safeguarded and maintained and that the Society assets are operated in an economical and financially prudent manner.
Attend meetings of the Board and committees as appropriate.
Authorize the retention of outside services or agencies, within budgeted limits.
Ensure that Board approved financial controls are continuously in effect and that required financial statements, reports and analyses are provided when and as required.
Review operating reports and financial statements, and when necessary, explanations of significant deviations from plan.
Ensure that proposed operating and capital expenditure budgets are prepared at least annually or when and as required and appropriately recommended to the Board.
Ensure that required remittances, payables and receivables are current and collectible.
Review, and where required, act upon the recommendations of the external auditors and to review these after each annual audit with the Treasury team.
Administration executive services
Handle and manage all enquiries
Manage promotional communications for events (webpage and invite emails), registrations and post event surveys. Example of events include the Charter Award Ceremony, the university outreach events, the Research Challenge, etc.
Maintain and manage a local regional contact database of invitees and speakers.
Support the President, the Board and the Committee in all administrative duties.
Assist the composition of strategic business plan of the Society.
Coordinate itineraries for visiting officials and all travel requirement of Committee members pertaining to CFA Events abroad.
Assist in the regulatory filings.
Qualifications and Requirements
3 years’ experience of working in a senior administrative role in the financial industry.
Experience of events management preferred.
Experience of association / society management useful.
Fluency in written and spoken English is required. Arabic speakers will be preferred.
Must demonstrate outstanding stewardship and relationship building / management skills to expand the mission of the Society.
Knowledge and experience of financial markets and issues.
Global cultural orientation and working experience.
Excellent interpersonal skills including a professional and diplomatic demeanour.
Excellent communication skills including written, verbal, listening, and presentation.
Proficient in using standard office software such as Word, PowerPoint, Excel, Outlook.
Experience in project management, with skills necessary to interpret what is needed for the success of a project and to create appropriate schedules for timely delivery.
Very high level of organizational and time management skills.
Flexibility in competently juggling competing priorities and changing expectations.
Excellent consulting, problem solving, and analytical skills.
Driving license and a car.
Working Hours and Benefits
Although being in office is flexible, the ED role is a full time job with a minimum of 40 hours per week
Additional hours will not be paid any extra compensation
Annual leave of 25 working days per calendar year
Regional and global travel will be required
Compensation will be determined based on discussion with the successful candidate
Other benefits include medical insurance for the ED only and work mobile phone
This job description is a summary of job requirements and duties and is not intended to be an exhaustive list of all areas of responsibilities.