The Financial Services Institute (FSI), the leading trade association for independent financial services firms and independent financial advisors, is seeking an energetic and highly-motivated professional to fill the role of Education Manager. This position will work closely with FSI volunteer councils, staff and speakers to develop, deliver and evaluate high-quality and profitable education programs that align with FSI’s goals and objectives.

Essential functions of the position include:

Education Content Development

• Lead all phases of content development and delivery for FSI events, including FSI’s OneVoice conference, FSI Forum & Capitol Hill Day, and various webinars and workshops.
• Cultivate and deepen relationships with FSI members, sponsors, and volunteers in an effort to anticipate their needs and ensure valuable experiences for all stakeholders.
• Manage ongoing event logistics and marketing, including prep calls and updates to the website and mobile app.
• Manage FSI webinars by providing technical training to staff and speakers, coordinating logistics, and hosting both live and on-demand webinars for members.

FSI Councils Administration

• Provide staff support to FSI’s councils and task forces by:
  • Updating and communicating council standards
  • Ensuring deadlines are met for meeting agendas and other deliverables;
  • Facilitating annual member transitions and new member orientation;
  • Assisting councils with formulating and pursuing their yearly priorities consistent with FSI’s mission and strategic objectives, and otherwise participating as necessary.
• Work with councils to identify areas where FSI can advocate on behalf of membership interests and/or provide value-adds;
• Identify potential areas of cooperation between various councils and/or FSI
• Motivate and equip council members to become active and effective participants in FSI's advocacy efforts.
• Communicate and coordinate Council activities and/or resource needs with the appropriate members of FSI staff.

Other Duties

• Management of all project elements within time limits and on budget.
• Assist in budget development and manage tracking and reconciliation of all event expenditures to stay within or below budget.
• Develop member and attendee surveys to measure and evaluate satisfaction, needs, etc.
• Effectively collaborate with both internal and external stakeholders to identify and meet their needs.
• Lead by example through daily demonstration of a commitment to FSI’s core values, including:

• Results - We strive for excellence in everything we do, from impactful advocacy to superior service for all our stakeholders.
• Integrity - We are accountable for our words and actions and demonstrate integrity and transparency in our work. We show kindness and consideration to one another at all times.
• Collaboration - We benefit from the collective genius of our team by engaging in collaborative decision making based on trust in each other’s motives and respect for each other’s views.
• Balance - We promote the well-being of our employees by creating an environment in which we can create a healthy balance between FSI and our priorities outside work.

• Perform other duties and responsibilities as assigned or required.