Deputy Executive Director
About The Institutes
Located in Malvern, Pennsylvania, The Institutes® is a not-for-profit organization comprising diverse affiliates dedicated to educating, elevating, and connecting people in risk management and insurance. The institutes empower individuals and organizations to understand, predict, and prevent losses, fostering resilience in the world. Additionally, The Institutes prioritize work-life balance, having been recognized as a Top Workplace multiple times.
Deputy Executive Director
The Deputy Executive Director serves as the staff leader responsible for translating the business unit's mission and strategy into execution across membership, programs, operations, and enterprise coordination. This role combines leadership with hands-on management in a lean, start-up environment and is designed for a growing membership-based business unit serving young professionals in risk management and insurance.
- Lead execution of the business unit’s strategic priorities, annual operating plan, and key performance measures.
- Collaborate with Chapter leadership in strategic planning and execution on a chapter level.
- Build and maintain a rolling annual plan that integrates membership, programming, communications, sponsorship, and operational milestones.
- Establish practical systems, workflows, and documentation that support quality, consistency, and scale in a start-up environment.
- Identify opportunities for innovation, growth, and improved member value while balancing budget, capacity, and business unit priorities.
Departmental Leadership and Management
- Lead execution of the business unit’s strategic priorities, annual operating plan, and key performance measures.
- Collaborate with Chapter leadership in strategic planning and execution on a chapter level.
- Build and maintain a rolling annual plan that integrates membership, programming, communications, sponsorship, and operational milestones.
- Establish practical systems, workflows, and documentation that support quality, consistency, and scale in a start-up environment.
- Identify opportunities for innovation, growth, and improved member value while balancing budget, capacity, and business unit priorities.
Membership and Community Growth
- Develop and implement strategies for member recruitment, onboarding, engagement, retention, and renewal.
- Define, refine, and communicate the business unit’s member value proposition for young professionals in risk management and insurance.
- Use data, feedback, and participation trends to recommend improvements to membership offerings and engagement strategy.
- Collaborate with Partnership team to create and market sponsorship packages.
Executive Leadership Council and Member Relations
- Serve as the primary staff liaison to Executive Leadership Council, including agenda planning, meeting preparation, follow-up, and execution of priorities.
- Build strong relationships with ELC members, volunteers, and external stakeholders to support engagement, alignment, and informed decision-making.
- Prepare reports, updates, presentations, and planning materials for the ELC and other stakeholders.
- Support governance-related coordination, including committee activity, bylaws implementation, and volunteer leadership engagement as applicable.
Programs, Events, and Partnerships
- Lead planning and delivery of member programs, educational offerings, networking opportunities, and events, both virtual and in person.
- Collaborate with marketing, communications, technology, finance, and other shared-services partners to ensure effective execution and a strong member experience.
- Help develop and support sponsorship, partnership, and stakeholder engagement efforts that strengthen the business unit’s reach and sustainability.
- Ensure project management structures, calendars, and accountability mechanisms are in place for key initiatives and events.
Financial and Operational Stewardship
- Develop and manage the business unit’s annual budget in partnership with organizational leadership and finance support.
- Monitor revenue and expenses, track performance against goals, and recommend adjustments as needed to support financial sustainability.
- Oversee day-to-day operations of the business unit, including vendor coordination, technology platforms, compliance support, and process improvement.
- Establish regular reporting on business unit performance, membership metrics, program outcomes, and budget status.
- Collaborate with chapters and finance to ensure compliance with non-profit status.
Qualifications
- Bachelor’s degree required.
- 5+ years of professional work experience required.
- Experience working with young professionals, emerging talent communities, or member populations in risk management and insurance strongly preferred.
- Experience leading teams.
- Demonstrated ability to turn strategic goals into measurable execution and operational results.
- Experience managing budgets, vendors, and projects.
- Experience building programs, events, engagement strategies, or member-facing initiatives preferred.