The Investment Adviser Association (IAA), the leading association dedicated to advancing the interests of investment advisers, is seeking a full-time Association Data Coordinator. 

Founded in 1937 as the Investment Counsel Association of America, the Investment Adviser Association is a not-for-profit organization that has exclusively represented the interests of fiduciary investment adviser firms for more than eight decades — including playing a major role in the enactment of the Investment Advisers Act of 1940, the federal law regulating our industry.

The Association Data Coordinator focuses on supporting and coordinating the IAA’s use of technology and data across departments to better serve our members and deliver business value. The Data Coordinator serves as the primary analytical resource for the Information Services Team, transforming data into insights that strengthen the overall membership development strategy. This role helps to analyze the full membership lifecycle, identifies trends and risks, builds dashboards, and ensures a high level of data integrity across all membership systems. The Data Coordinator reports to the Chief Information Officer and works closely with the operations, marketing, membership, and legal teams to support a secure and accurate data environment, effective utilization of data and the IAA technology stack, and to deliver content to members tailored to their needs and preferences.

Key Responsibilities Include:

• Data Analytics and Reporting (25%). The Data Coordinator will support IAA staff in ensuring business data is captured, accurate, secure, and reportable.
  • Ensure CRM (Salesforce), CMS (WordPress), email marketing (Informz), and other tools accurately record business data.
  • Leverage Google Analytics and CRM to manage, analyze, and organize data in a variety of ways that translates complex data into insights that inform strategy, operations, advocacy, and member engagement.
  • Review Information System access controls and permissions for compliance.
  • Build, maintain, and enhance interactive dashboards that visualize member behavior and key performance indicators.
  • Produce reports that connect member data to organizational goals, including revenue, engagement, and program participation.
  • Assist staff with data accessibility, reporting, and understanding as needed.
• Audience Segmentation and Trends (10%). The IAA has a diverse base of members and other audiences with varying roles, interests, and preferences. The Data Coordinator maintains segmented contact lists, evaluates content delivery, and supports audience communications across company departments.
  • Maintain contact lists, segments, and performance metrics.
  • Ensure audience segmentation consistency across communication channels/platforms and data reports.
  • Support audience data cleanup, enrichment, and best practices.
  • Leverage the IAA technology stack to deliver content when and where audiences want or need it.
• Bulk Email Marketing (20%). The Data Coordinator has the primary responsibility for the IAA’s bulk email system (currently using Informz).
  • Create and maintain email templates, audience lists, and campaign automation aligned with IAA branding and marketing standards.
  • Coordinate, build, schedule, and deploy bulk email campaigns. Provide bulk email tracking and reporting.
  • Manage email deliverability, communication lists, and other performance metrics with industry best practices.
  • Ensure other bulk email tools are integrated into reporting and data management.
  • Draft and conduct surveys, collecting information on member satisfaction, market research, and related topics.
  • Responsible for basic editing and assembling recorded raw video files into a suitable, finished product ready for posting.
• Online Community Management (15%). The Data Coordinator has the primary responsibility for the IAA’s online community, the IAA Exchange (Higher Logic).
  • Post IAA Content and respond to other content in a timely and brand-appropriate way.
  • Support community guidelines, tone, and moderation.
  • Monitor community data analytics, engagement, and content delivery.
  • Improve community adoption and engagement.
• IT Support and Training (20%). The Data Coordinator performs as the initial point of contact for IT support questions and training opportunities. The Analyst collaborates closely with staff and vendors to ensure tickets are resolved, service level agreements are met, and internal SOPs are up to date.
  • Provide support and training for IAA staff on the technology tools available to them.
  • Troubleshoot technology issues with staff and support vendors, manage support escalation, and ensure timely communication and resolution of issues.
  • Update the IAA’s technology records and assist with vendor and technology life cycle management (including onboarding, renewal, and offboarding).
  • Assist staff with implementing new technology and sunsetting deprecated tools.
• Project Management (10%). The information team supports IAA staff in their projects, and the Data Coordinator supports this by providing administrative project management support.
  • Maintaining project plans, document libraries, and schedules.
  • Coordinate Information Services Department calendars, meeting invitations, and tasks.
  • Documenting project meetings, deliverables, progress, decisions, and scope.
  • Reporting project information to staff and other audiences.
  • Assist in managing project risk, control, and compliance.

Required Skills/Abilities:

• Strong ability to analyze large datasets and identify trends, opportunities, and actionable insights. Familiarity with membership lifecycle analytics and trends. Understanding of KPIs tied to revenue, engagement, and other member metrics.
• Knowledge of data integrity, validation, and governance best practices. Understanding data systems security, compliance, architecture, and integrations.
• Experience building and maintaining interactive dashboards.
• Experience in CRM (Salesforce a plus), Business Intelligence (Power BI a plus), email marketing (Informz a plus), community management (Higher Logic a plus), and CMS (WordPress a plus) software.
• Excellent communication skills, including strong writing skills. Experience building email templates, list segmentation, campaigns, and deliverability/engagement tracking and reporting. Understanding email marketing best practices.
• Ability to serve as IT support, vendor escalation, and assisting with IT system implementations, sunsetting, and documentation.
• Strong problem-solving abilities, curiosity, organizational skills, and attention to detail.
• Able to work well both independently and collaboratively across multiple departments, including Project Management and support.

Education and Experience:

• Bachelor’s degree or experience equivalent in Data Analytics, Business Administration, Information Systems, Marketing, or related field.
• 3-6 years’ experience across data analytics, or CRM data management, email marketing, and/or membership analysis.
• Demonstrated experience building dashboards and integrating data across platforms (e.g., Tableau, Power BI), administrating CRM systems (Salesforce a plus), managing email campaigns, and coordinating with technology vendors.
• Understanding of membership/customer life cycle.
• Non-profit/association experience preferred.

Applications will be considered on a rolling basis. Local applicants only. No telephone calls please. EEO. No recruiting agencies.

About Investment Adviser Association

The Investment Adviser Association (IAA), the leading association dedicated to advancing the interests of investment advisers, is seeking a full-time Coordinator, Operations & Meetings. Founded in 1937 as the Investment Counsel Association of America, the Investment Adviser Association is a not-for-profit organization that has exclusively represented the interests of fiduciary investment adviser firms for more than eight decades — including playing a major role in the enactment of the Investment Advisers Act of 1940, the federal law regulating our industry. Our members range from global asset managers to the medium- and small-sized firms that make up the majority of our industry. Together, the IAA’s members manage more than $35 trillion in assets for a wide variety of clients, including individuals, trusts, investment companies, private funds, pension plans, state and local governments, endowments, foundations, and corporations. Visit our website at www.investmentadviser.org

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