Sr. Coordinator, Membership Services

Posted 3 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
Senior level
Financial Services
The Role
Administer and improve the member CRM and database, support member retention and new-member development, produce membership reporting and visualizations, coordinate with Finance on membership data and invoicing, and provide event and special-project support.
Summary Generated by Built In
Company Description

The Managed Funds Association, based in Washington, DC, New York, and Brussels, represents the global alternative asset management industry. MFA’s mission is to advance the ability of alternative asset managers to raise capital, invest, and generate returns for their beneficiaries. MFA advocates on behalf of its membership and convenes stakeholders to address global regulatory, operational, and business issues. MFA’s more than 160 member firms collectively manage nearly $2 trillion across a diverse group of investment strategies. 

Job Description

Position Summary: MFA is seeking a Senior Coordinator, Membership Services to provide overall support for the organization’s membership activities by supporting the CRM data system, its integrity and reporting. This position works closely in supporting the membership activities and goals of the COO, VP of Membership & Investor Services, and wider firm. The role provides overall support for the organization’s membership activities by supporting the CRM data system, its integrity and reporting.

Essential Responsibilities: Under manager direction, perform the following responsibilities:

  • Key point of contact and administrator for MFA’s member database and CRM systems. Leads innovation with the CRM implementation and creating new opportunities to enhance the membership experience and processes.
  • Supports MFA’s member retention activity and development of ideas, programs, and initiatives, to help improve member development and retention, including regular and ad hoc reporting relating to membership.
  • Supports MFA’s new member business development.
  • Maintains close working relationship with Finance & Accounting to ensure accuracy of membership related data and assist with invoicing.
  • Other responsibilities as assigned including, member event support and special projects.

Qualifications

 

Qualifications and Requirements:

  • Bachelor’s degree required.
  • Minimum of 3 years in a membership related role or similar with a financial services organization.
  • Experience with member databases and CRMs.
  • Portrays leadership, a strong work ethic, positive attitude, and collaborative work style
  • Strong organization skills, including ability to engage in short- and long-term work planning as an individual and with team.
  • Ability to build relationships across teams and stakeholders.
  • Strong oral and written communication skills, including ability to translate complex concepts into compelling and audience-appropriate terms without losing accuracy.
  • Ability to create strong, visually effective visualizations and presentation for a variety of audiences, including proficiency with analysis and visualization software.
  • Commitment to data-driven improvement cycles founded in strong evidence.
  • Produce high quality work product in a timely manner.
  • Proactive orientation on all aspects of the role.
  • Reliability and consistency in the execution of specific responsibilities.

 

Additional Information

MFA is committed to ensuring equal employment opportunity for all
employees, including qualified employment applicants. The companies strive to maintain an
environment free of discrimination based on race, color, religion, national origin, sex (including
pregnancy, childbirth or related medical conditions); age, marital status, personal appearance,
sexual orientation, gender identity or expression, family responsibilities, genetic information,
disability, educational status, political affiliation, status as unemployed, military status, or
domestic violence victim status.   

Managed Funds Association offers variety of benefits offerings ranging from medical, dental, vision, Life and Voluntary Insurances. Along with retirement benefits, generous PTO and federal holidays. MFA also currently operating hybrid work schedules. 

Skills Required

  • Bachelor's degree
  • Minimum of 3 years in a membership-related role or similar within a financial services organization
  • Experience with member databases and CRM systems
  • Experience administering CRM systems and supporting CRM implementations
  • Strong organizational skills, including short- and long-term work planning
  • Ability to build relationships across teams and stakeholders
  • Strong oral and written communication skills; ability to translate complex concepts appropriately
  • Ability to create effective visualizations and presentations; proficiency with analysis and visualization software
  • Commitment to data-driven improvement cycles
  • Produce high-quality work products in a timely manner
  • Proactive orientation toward responsibilities
  • Reliability and consistency in execution of responsibilities
  • Ability to coordinate closely with Finance & Accounting on membership data and invoicing
  • Experience supporting member events and special projects
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The Company
58 Employees
Year Founded: 1991

What We Do

Managed Funds Association (MFA) is the trade association for the global alternative asset management industry. It represents hedge funds, private credit, managed futures, crossover, and other alternative investment firms, advocating for policies that support efficient, transparent, and fair capital markets. MFA also connects members, shares industry knowledge, convenes stakeholders, and helps alternative asset managers raise capital, invest, and generate returns for beneficiaries.

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