What are the responsibilities and job description for the Executive Director - Bank Insurance & Securities Association position at Association TRENDS?
Smithbucklin , a 650-person, employee-owned professional services company with more than 70 years of success serving the association market, is looking for an Executive Director to work closely with the Board of Directors for our client, the prestigious Bank Insurance & Securities Association (BISAnet.org) . BISA's mission is to inspire and support member firms and financial professionals within the dedicated community of banks, credit unions, and industry partners focused on providing best-of-class, holistic life planning through wealth management, technology, investment, and insurance solutions. Successful incumbent will possess a broad understanding of the financial services industry, particularly related to sales and distribution of regulated investment and insurance products, financial planning and advisory services, and retirement income planning services provided by banks and credit unions.
Apply fast, check the full description by scrolling below to find out the full requirements for this role.
At Smithbucklin, we embody a culture driven by optimism, ambition, expertise, and thoughtfulness , where every team member is empowered to exceed expectations and deliver exceptional results for our clients. Join us in shaping the future of association management, where our values serve as the cornerstone of our success.
The Executive Director will serve as a key face of the industry and organization, with high visibility and responsibility for developing strong relationships with senior executives. The incumbent will also demonstrate a track record of strong business development, leadership, and operational skills that will lead to continued growth and value creation for BISA.
Consider this : Smithbucklin executives run some of the most admired trade organizations in the country. They are entrepreneurial in their thinking, yet pragmatic in both the turnaround and growth of their client organizations. Managing critical issues such as membership growth, Board leadership development, diversification of organization revenues, attracting new volunteer leaders, and overall financial performance is what excites Smithbucklin executives every day. If you share this excitement and have a history of building, growing, and running a business or association, then we would like to hear from you.
Make a difference : Smithbucklin executives are the agents of change helping client organizations grow their membership, establish or maintain financial health and are recognized leaders in their prospective industries. We are looking for high-energy, high-achieving executives that can not only bring strategic, financial, operational, marketing, and talent development skills to our client organizations, but are also able to contribute internally to the overall growth of Smithbucklin.
This role would expect you to…
- Study, learn, retain, and apply subject matter knowledge related to the organization. Become adept at the issues, environment, vocabulary, and personas of membership.
- Contribute to strategic thinking and future-focused planning and prioritization efforts of the Board of Directors.
- Advise the Board of Directors on governance-related leading practices related to Bylaws, volunteer recruitment, organizational structure, policies, norms, and behaviors.
- Ensure all laws, regulatory filings, accounting practices, and other matters related to business administration are upheld and / or fulfilled.
- Drive action-planning and execution of programs, services, product development, and other initiatives which translate strategic thinking into action and outcomes.
- Work alongside leadership to drive and / or support the creation and nurturing of external partnerships (e.g. companies, associations, governmental organizations) which elevate and broaden the reach of the organization’s brand and mission, and / or contribute to the organization’s continued growth and financial health.
- Work with the Board of Directors and other stakeholders to develop and nurture a culture of engaged volunteers, applying best practices to recruitment, engagement, and recognition.
- Communicate effectively with leadership and all stakeholders on matters related to the organization; serve as the primary driver of communications (either directly, or through others).
- Serve as the business leader of the organization, accountable for driving strategic conversations related to the financial model and assuming overall accountability for the organization’s growth, financial health, and stability.
- Drive the annual process for development of the organization’s budget, including the identification, selection, and engagement of resources or solutions within the parameters of the approved budget (i.e. operational planning).
Lead the cross-functional HQ team, and fulfill duties such as…
Perform obligations of a Smithbucklin Executive Director, such as…
This role might be a great fit if you….
Where Do You Fit?
Whether you are just beginning your career or are a mid- or senior-level professional, working at Smithbucklin will offer you countless opportunities to develop transferable skills, acquire meaningful knowledge and gain rich experiences at an accelerated pace. By working collaboratively with smart, ambitious, multi-talented, genuine and hardworking colleagues, you will build meaningful, deep and enduring relationships that will serve you well throughout your career, regardless of your chosen path. In addition, as a 100 percent employee-owned company, Smithbucklin offers all our people – regardless of position or compensation – an equal chance to experience the fulfillment and reap the benefits of ownership. As owners, our employees control the destiny of Smithbucklin and are unified in the goal of building a great, enduring company.
Our hybrid environment offers you the option to work from home two days per week. Employees will work a standard 40-hour week, with the possibility of additional hours based on project deadlines.
Equal Employment Opportunity
At Smithbucklin, Equal Employment Opportunity is our commitment and goal. All qualified candidates will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other protected status designated by federal, state or local law. Applicants are encouraged to confidentially self-identify when applying. Employment is contingent upon successful completion of reference and background investigation based on position.
Smithbucklin will not sponsor applicants for work visas and as a precondition of employment, you must be authorized to work in the United States permanently.
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