Membership Director, China

The Membership Director China serves as the in-market membership expert and accountable leader for developing and executing strategies plans and tactics that drive member acquisition engagement retention and satisfaction that align with global and market strategies and initiatives. Success requires strong cross-functional collaboration and partnering closely with global and regional colleagues ensuring understanding of membership landscape and that approaches are embedded in team goals and plans.

This role is supported by the Head of China with a matrix reporting relationship into the global Director Membership Growth Initiatives.

ESSENTIAL FUNCTIONS

Responsibilities include but are not limited to:

China Market Membership Leadership Strategy & Localization

• Lead the development implementation and execution of China market membership strategies plans and tactics aligned to Global Membership and China Market strategies and priorities.
• Develop and maintain a deep understanding of the China market member needs regulatory context and competitive landscape; translate insights into actionable recommendations and prioritized initiatives.
• Act as the in-market membership subject matter expert providing guidance and insights to China and global stakeholders on membership audience and needs and relevant approaches to acquisition engagement and retention in the China market.
• Serve as the escalation point for complex membership matters requiring China market expertise partnering with global teams as needed to resolve issues and improve the member experience.

• Lead the design planning and delivery of member programs and initiatives in China including acquisition and retention activities and the delivery of member benefits such as professional development offerings career support and opportunities for building community and connection.
• Ensure relevance across priority audiences (members candidates prospective members employers universities and societies) alignment with related stakeholder plans and that budgets and timeline are met.
  

Stakeholder Leadership Collaboration & Influence

Collaborate and influence stakeholders across the China regional office and global organizationparticularly regional government and employer relations and across university relations marketing society relations and member valueto build feasible and effective coordinated plans that are aligned with enterprise strategy timelines and standards and support membership growth in China.

Facilitate decision-making communication and coordinated execution across global and local teams to ensure initiatives are delivered on time within approved guidelines and budgets and with measurable impact.

Partnership examples include:

• Partner with Marketing to shape and execute successful campaigns that increase awareness adoption retention and perceived value of CFA Institute membership and associated benefits.
• Partner with Business Development to build perceived value of CFA Charterholders with employers for hiring preference and supporting dues payment.
• Partner with Government Relations to build and secure government support for CFA charterholders and new membership classes.
• Partner with Society Relations to develop and deliver events and community engagement initiatives across the China society network that deliver member value for both CFA Institute and society members in China.
• Partner with Membership to ensure global benefits meet market needs and/or identify where and how benefits should be developed and delivered locally.
  

Data Operations Governance & Regulatory Alignment

• Ensure membership initiatives comply with Chinas regulatory data privacy and operational requirements and adhere to China RO processes and governance expectations.
• Partner with global technology data and marketing teams to ensure accurate member data management and effective locally compliant communication with China-based members.
• Deliver reporting analysis and executive-ready insights on membership performance risks and opportunities in China to inform decisions and improvements locally and globally.

QUALIFICATIONS

EDUCATION/EXPERIENCE

• Bachelors degree in business finance or a related field required; advanced degree or MBA preferred.
• 10 years of relevant experience in membership management growth marketing client engagement or professional services preferably within a membership-based or subscription organization.
• Experience working in the financial services industry in China or strong familiarity with the local investment industry and professional landscape preferred.
• Understanding of Chinese FNGO regulatory environment is highly desirable.
• Proven experience leading cross-functional initiatives and coordinating work across global and local stakeholders.
• Highly collaborative style with proven experienceinbuilding strong rapportand influencewithkey stakeholder or client relationshipsusing good judgement and mature business skills.
• Demonstrated ability to operate effectively in a matrixed organization preferred.
• Experience working in environments with regulatory data privacy or compliance constraints with the ability to balance local requirements and global standards.
• Strong analytical and problem-solving skills with the ability to interpret data to inform decisions and improve member value.
• Excellent communication and relationship-management skills with the ability to engage effectively with members societies partners and internal stakeholders.
• Demonstrated ability to translate local market insights into clear recommendations that inform regional or global initiatives.
• Strong organizational and project management skills with the ability to manage multiple priorities in a fast-paced global environment.
• Fluency in Mandarin and English required.

TRAVEL REQUIREMENTS

• Some regional and global travel will be required as well as occasional travel to CFA Institute conferences meetings and events. Approximately 15%.
  

CULTURAL ELEMENTS AND GLOBAL COMPETENCIES

• Global Perspective Understands the global investment profession and effectively navigates cultural geographic and market differences when working across regions.
• Agility Adapts quickly to changing priorities regulatory environments and market dynamics; remains flexible and solution-oriented.
• Effective Communication Communicates clearly and professionally across cultures and functions; listens actively and conveys complex ideas in accessible ways.
• Stakeholder Focus Builds trusted relationships with internal and external stakeholders and delivers solutions that meet shared objectives.
  

POSITION-BASED ESSENTIAL COMPETENCIES

• Leadership & Ownership Demonstrates accountability for outcomes provides operational clarity and drives initiatives forward while supporting CFA Institutes mission.
• Stakeholder Coordination & Influence Effectively collaborates across global teams local societies and partners to align priorities and deliver shared outcomes.
• Project & Process Management Organizes resources manages timelines and implements processes that support effective delivery of initiatives.
• Planning & Execution Translates strategic priorities into actionable plans and successfully delivers programs and initiatives.
• Problem Solving Analyzes complex situations identifies root causes and develops practical solutions in evolving environments.
• Learning Agility Quickly learns new concepts adapts to unfamiliar challenges and continuously improves through experience and feedback.

About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200000 charterholders across 160 markets we drive professional growth ethical behavior and better markets. We care about our employees well-being offering industry-leading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• Wellness education and support programs

If you feel this opportunity could be the next step in your career we encourage you to click Apply and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education experience or location. We thank all those who apply. Only those selected for further consideration will be contacted.

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