ROLE AND KEY RESPONSIBILITIES

We are seeking a Director, Relationship Management, reporting to the Managing Director, Global Relationships. The primary objective of this role is to strengthen member engagement with FCLTGlobal’s research, programs, and community. The Director, Relationship Management will be responsible for the engagement of a subset of FCLTGlobal’s 75+ members. This role will serve as the primary contact for the member and will have responsibility for understanding the member’s organization, long term aspirations, CEO priorities, and ability to participate in FCLTGlobal content. FCLTGlobal relationship managers are responsible for curating a member experience that meets the needs of each member.

This role will take on the following responsibilities:

• Deepening member relationships through regular connections with key members of the member’s senior team
• Broadening the FCLTGlobal team’s understanding of how members are acting or seek to act in long term ways and the challenges associated with that goal
• Building and maintaining strong relationships with FCLTGlobal teammates from Research, Programs, and Communications fostering teamwork, partnership, and collaboration
• Participating in bi-weekly internal meetings to share learnings across the membership and to identify potential engagement activities
• Creating and implementing plans to engage members in research, programs, and communications
• Help in managing the overall onboarding and relationship management process for new and existing members, including invoicing, renewals, and client management.
• Contribute to the development of engagement, retention, and stewardship processes, leading to excellent member experiences and retention
• Monitoring member engagement across the portfolio and proactively intervening with members at-risk of non-renewal

CANDIDATE REQUIREMENTS AND EXPERIENCE

FCLTGlobal combines the energy of a small start-up organization with the reach of a global network of top-tier members companies and investors. As such, the successful candidate will have an entrepreneurial mindset, global outlook, collaborative approach, demonstrated problem-solving aptitude, and excellent communications skills. They must have a sense of urgency, comfort dealing with ambiguity, and the tenacity to work through the unexpected.

The ideal candidate would have:

• Knowledge of capital markets, intellectual curiosity, and drive to improve the global capital markets system for the benefit of savers and communities
• An ability to collaborate effectively with colleagues
• Relentless curiosity about member organizations, proactive and intentional with how relationships are built and maintained within member organizations
• The ability to exercise discretion and maintain confidentiality as necessary
• A growth mindset and the aptitude to thrive in a dynamic entrepreneurial environment
• Excellent verbal and written communications skills
• 10+ years of practical work experience in investor relations, management consulting, strategy, or equivalent
• Global experience and/or education (e.g., MBA, CFA, PhD, JD, or other advanced degree) preferred

COMPENSATION AND LOCATION

Competitive non-profit compensation packages commensurate with experience are provided, including healthcare and retirement matching contributions. FCLTGlobal is based in Boston. This role’s home location could be elsewhere, but the candidate would need to spend at least one week per month in Boston. Global travel will be expected as public health conditions permit.

HOW TO APPLY

Applications are encouraged from a diverse set of backgrounds and will be considered on a rolling basis.

If you have the combination of the required skills and a mission orientation, we would like to discuss next steps. Please email Katie Barber at [email protected].

The Role

FCLTGlobal is seeking a new Head of Research, reporting to the CEO, Sarah Keohane Williamson, to take responsibility for all aspects of their research strategy. This role will shape the long-term research agenda and define its goals, work with FCLTGlobal’s members and staff to advance the organization’s research agenda, and produce research and communications that extend the organization’s reach and ensure its impact.

Responsibilities

• Work with FCLTGlobal’s senior leadership to define and scope the research and its intended impact • Lead the research team in:
• Overseeing all qualitative and quantitative analyses and coordinating any external academics, data providers or other vendors as appropriate
• Engaging with delegates from member organizations to develop the research, including structuring delegate working groups, capturing the perspective of member delegates, and supporting member delegates on testing new approaches in their organizations
• Identifying stakeholders, such as academics, think tanks, associations or other potential member organizations, who could advance the research and its implementation, and help expand the reach of FCLTGlobal
• Codifying the research for public communication and dissemination, including to members, and for FCLTGlobal’s website and other media channels
• Building recognition of FCLTGlobal’s research, including presenting FCLTGlobal’s research at conferences and other events around the world.

The Head of Research will also contribute more broadly to the evolution of FCLTGlobal, including by developing the research team, providing input into strategic issues, and staying engaged with media coverage and public discussions on topics of long-term, sustainable investing and stakeholder capitalism.

FCLTGlobal combines the energy of a small start-up organization with the reach of a global network of top-tier members companies and investors. As such, the successful candidate will have an entrepreneurial mindset, global outlook, collaborative approach, demonstrated strategic aptitude, and excellent communications skills. They must have a sense of urgency, comfort dealing with ambiguity, and the tenacity to work through the unexpected.

Requirements

• Deep knowledge of capital markets, intellectual curiosity, and drive to improve the global capital markets system for the benefit of savers and communities
• Demonstrated ability to conceptualize, initiate, structure and execute projects, and to translate research and conceptual work into meaningful recommendations and products for a CEO-level audience
• An ability to manage teams and collaborate effectively with colleagues
• Enthusiasm for working with FCLTGlobal’s member organizations
• 15+ years of work experience in strategy consulting, investment research, private equity, or a research setting
• Global experience and/or education; MBA, CFA, PhD, JD or other advanced degree preferred.

Candidate Profile

The successful candidate will have proven research leadership experience and domain expertise. In terms of the performance and personal competencies required for the position, we would highlight the following:

Setting Strategy

• The ability to create and articulate an inspiring vision for the organization, not only for the areas s/he is personally responsible for, but the enterprise as a whole.
• The inclination to seek and analyze data from a variety of sources and partners to support decisions and to align others with the organization’s overall strategy.
• A passion for business building with an entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry.
• The ability to effectively balance the desire/need for broad change and integration with an understanding of how much change the organization is capable of handling, to create realistic goals and implementation plans that are achievable and successful.

Executing for Results

• The ability to set clear and challenging goals while committing the organization to improved performance; tenacious and accountable in driving results.
• Comfortable with ambiguity and uncertainty; the ability to adapt nimbly and lead others through complex situations.
• A risk-taker who seeks data and input from partners and others to foresee possible threats or unintended circumstances from decisions; someone who takes smart risks.
• A leader who is viewed by others as having a high degree of integrity and forethought in his/her approach to making decisions; the ability to act in a transparent and consistent manner while always taking into account what is best for the organization.

Leading Teams

• The ability to attract and recruit top talent, motivate the team, delegate effectively, celebrate diversity within the team, and manage performance; widely viewed as a strong developer of others.
• The ability to persevere in the face of challenges and exhibit a steadfast resolve and relentless commitment to higher standards, which commands respect from followers.
• A leader who is self-reflective and aware of his/her own limitations; leads by example and drives the organization’s performance with an attitude of continuous improvement by being open to feedback and self-improvement.

Relationships and Influence

• Naturally connects and builds strong relationships with others, demonstrating strong emotional intelligence and an ability to communicate clearly and persuasively.
• An ability to inspire trust and followership in others through compelling influence, powerful charisma, passion in his/her beliefs, and active drive.
• Encourages others to share the spotlight and visibly celebrates and supports the success of the team.
• Creates a sense of purpose/meaning for the team that generates followership beyond his/her own
• personality and engages others to the greater purpose for the organization as a whole.

Driving Sustainability

• Firmly believes that sustainability is in the best interest of investors and companies as well as the economy as a whole.
• Integrates economic, societal, and environmental factors into a purpose-driven strategy, turning sustainability into a competitive advantage.
• Understands and incorporates viewpoints from all key stakeholders to drive decision making and share the benefits.
• Delivers breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches.
• Sets audacious business and sustainability goals, driving concerted action and investments, and stays the course in the face of setbacks or push-back from short-term oriented stakeholders.

If you have the combination of the required skills and a mission orientation, we would like to discuss next steps. Please email [email protected]