National Association of Personal Financial Advisors
Application
Details
Posted: 16-Sep-24
Location: Chicago, IL-Hybrid Workplace
Type: Full Time
Preferred Education:
4 Year Degree
General Summary of Responsibilities:
Responsible for the development and fulfillment of membership processes and procedures for current and prospective members. Manages membership data, member onboarding, member renewal, member engagement and membership growth initiatives. This position requires excellent organizational, supervisory and communications skills, and overall dedication to teamwork and customer service.
DUTIES AND RESPONSIBILITIES:
Membership Management
Member Engagement Program Development and Execution
Develop and implement member onboarding and engagement programs to enhance member experience and satisfaction.
Monitor and analyze the effectiveness of member engagement initiatives and adjust strategies as needed. (Member Webinars, Conversation Circles, etc.)
Attend and manage various member group committees and meetings. (Local Groups, MIX Groups, Affinity Groups, etc.)
Manage, review, and make recommendations for member benefit programs and offerings.
Membership Strategy and Growth
Develop and execute strategies to attract, retain, and grow membership.
Review and maintain membership criteria and categories to ensure members continue to meet the organization’s high membership standards.
Manage Membership Data
Utilize Protech AMS (association management software) for managing member data, engagement tracking, and reporting.
Ensure accurate and up-to-date member records, reporting, and data integrity within the AMS.
Oversight of Membership Team and Procedures
Oversee the membership team and ensure effective coordination of membership activities.
Approve new members and ensure their information is accurate.
Prospect new members and develop strategies for member acquisition.
Run the renewal process and ensure compliance of current members with organizational standards and requirements.
Customer Service Activities
Handle incoming member questions and issues via phone and email.
Maintain member FAQs and provide solutions to common issues/problems
Provide support for members during their interactions with NAPFA.
Financial Reporting and Budgeting
Assist in developing the membership budget for member dues and programs.
Process dues payments and invoicing for members (new, renewal, and corporate) and partners.
Provide financial and payment reports.
Internal Support
Support annual conference and regional symposium registrations.
Work collaboratively with marketing and education teams to develop content and provide member services.
Provide support for other NAPFA initiatives and programs as needed.
Qualifications:
Minimum of 5 years of experience in a professional membership association supporting the member experience, with at least 2 years of experience managing other people.
Experience working in an AMS, preferably Protech (MS Dynamics).
Experience in developing and executing member engagement programs.
Strong strategic thinking and membership growth planning abilities.
Working knowledge of computers in a Windows environment.
Excellent oral and written communication skills.
Ability to function as part of a team.
Maintain a professional and positive demeanor.
Proven accuracy and attention to detail.
Other: NAPFA supports ongoing professional development and education, including providing membership in the Association Forum to encourage industry engagement.
Hybrid Work Arrangement: NAPFA employees enjoy a hybrid work arrangement with three remote workdays and two in-office collaboration days on Mondays and Tuesdays. (Subject to change based on organizational needs and policies).
About National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of more than 4,500 Fee-Only financial advisors that provides education, professional connections, business development resources, and advocacy – all in support of members’ success.