Executive Director, IAUM

About The Institutes

Located in Malvern, Pennsylvania, The Institutes® is a not-for-profit comprising diverse affiliates dedicated to educating, elevating, and connecting people in risk management and insurance. Our affiliates offer products and services aimed at empowering individuals and organizations to help those in need, focusing on understanding, predicting, and preventing losses to build a more resilient world. Additionally, The Institutes prioritize work-life balance, having been recognized as a Top Workplace by Philly.com in 2026 and USA Today in 2023.

Executive Director, IAUM

The Executive Director (ED) at InsuranceAUM leads the strategic vision into operational success and manages the company's core functions. This role involves:

• Implementing operational plans aligned with strategic objectives.
• Ensuring the organization's financial health through annual budgets, expense management, and revenue goal achievement.
• Maintaining key performance indicators (KPIs) across all channels to track performance and success.
• Establishing and maintaining frameworks for operational agility and innovation without disrupting priorities.
• Developing and maintaining a 12-month organizational calendar, incorporating annual milestones and strategic goals.
• Leading annual strategic planning efforts, maintaining a rolling 3-year plan.

The ED also prioritizes integrating organizational goals and strategic initiatives to optimize performance across functions.

Media Operations

Oversees the production and delivery of all educational content, ensuring high-quality and consistent output. Responsibilities include:

• Collaborating with marketing teams to align promotional strategies with content objectives, including compliance campaigns and education initiatives.
• Optimizing website stability, improving development processes, and directing any changes to the marketing platform.
• Optimizing core analytics to drive operational prioritizations and deliver customer value.

Education Programs

Manages the development, delivery, and promotion of the Chartered Insurance Asset Manager (CIIM) designation program. Responsibilities include:

• Collaborating with The Institutes to ensure the CIIM delivery is seamless, with foundational lessons scheduled and project tracking mechanisms in place.
• Supporting education expansion strategies, targeting new audiences to optimize traffic results.

Event Management

Plans, executes, and continuously improves in-person and virtual events, ensuring exceptional participant and sponsor experiences. Responsibilities include:

• Supporting integrated event marketing initiatives, defining responsibilities across the team, and ensuring project management structures are in place.
• Completing successful execution of major events while planning and promoting materials for subsequent events and implementing additional events as defined by the executive team.

Team Leadership & Development

Leads and manages cross-functional teams, fostering collaboration and accountability across departments. Responsibilities include:

• Mentoring team members, developing organizational clarity, and managing transitions in roles to optimize team performance.
• Ensuring cross-training, maintenance of standard operating procedures (SOPs)/training materials, and other relevant resource contingency plans are in place.
• Onboarding new talent, including interns, to address gaps in team resources.

Client (GP) Engagement & Revenue Growth

Supports prospecting, sales, retention, and upsell efforts by emphasizing client value propositions, ensuring renewals meet or exceed targets. Responsibilities include:

• Overseeing client success initiatives, including onboarding, strategic marketing guidance, tracking, and reporting to enhance stewardship and engagement.

Insurer (CIO/LP) Engagement and Membership Growth

Oversees CIO/LP success initiatives, including establishing membership bylaws, comprehensive community/membership benefits, LP Co-Chairs for each event, and expanded insurer involvement. Responsibilities include:

• Supporting budgeting and performance management by establishing a regular cadence of monthly financial reporting.
• Collaborating with stakeholders to identify gaps in technology maturity, HR processes, and risk mitigation measures.
• Aligning team efforts with annual company goals.
• Establishing monthly tracking and reporting systems.

What We're Looking For

The ideal candidate should have at least 10 years of leadership experience in operations, ideally within media, education, or event-driven organizations. They should demonstrate:

• Strategic thinking, turning strategic ideas into measurable outcomes.
• Strong team leadership and development skills.
• Proficiency with operational technology tools, including CRM systems, event management software, and learning platforms.
• Exceptional communication and organizational skills.
• Experience managing budgets and optimizing resources.

Key Competencies

• Strategic Thinking: Anticipating challenges and opportunities while planning effectively for long-term success.
• Operational Excellence: Building systems and processes that ensure consistency, scalability, and quality.
• Problem Solving: Addressing challenges with creativity, efficiency, and decisiveness.
• Leadership: Inspiring and managing teams, fostering collaboration, and aligning efforts toward common goals.
• Client-Centric Approach: Commitment to understanding and exceeding client expectations.
• Attention to Detail: Ensuring precision and quality in all areas of responsibility.

The Best Part?

To enforce the importance of work-life balance, employees enjoy excellent benefits, including:

• A 401(k) plan with company contribution up to 16%.
• A generous time off package that includes paid vacation, personal, sick, and holidays.
• Paid maternity and parental leave.
• Tuition reimbursement.
• Medical, dental, vision, and prescription coverage.
• Free lunch every day when working on campus, an onsite fitness center, and a beautiful 1.25-mile walking path!