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Full job description
POSITION: President & Chief Executive Officer
Organization: Money Management Institute (MMI)
Location: New York, NY, United States
Industry: Investment Management, Wealth Management and Financial Services
Employment: Full-time executive position
Work arrangement: The advertised position is associated with New York, with a fully virtual operating platform and substantial travel requirements.
compensation: $250,000–$500,000 annually,
ABOUT THE ORGANIZATION
Money Management Institute (MMI) was established in 1997 and serves as an industry association for financial services organizations operating across investment advice, wealth management, asset management and advisory solutions.
MMI brings together leading asset managers, wealth managers and investment solutions providers to promote industry collaboration, professional development, research and innovation.
The organization has approximately 215 member firms and more than 11,000 individual members. Its membership represents approximately 95% of investment advisory solutions assets in the United States.
Its activities include executive education, industry conferences, professional development, research initiatives and networks that connect senior financial services professionals.
ABOUT THE POSITION AND ITS SCOPE
The President & CEO will provide enterprise-wide leadership, oversee MMI's strategic direction and ensure that the organization continues to deliver value to its members while strengthening its influence across the financial services industry.
This is a board-facing executive position involving strategic leadership, financial accountability, organizational development and external industry representation.
The principal responsibilities include:
- Strategic Leadership and Business Development
Establish and execute the organization's multi-year strategic direction.
Identify opportunities arising from changes in investment management, financial technology and advisory services.
Strengthen MMI's industry position and long-term sustainability.
Allocate resources toward the organization's highest-value strategic priorities.
- Financial and Commercial Leadership
Oversee the organization's economic model and revenue streams.
Establish growth priorities and financial performance objectives.
Oversee budgeting, cost management and investment decisions.
Improve membership value, engagement and organizational performance.
- Board and Governance Leadership
Work directly with the Board of Governors.
Translate board priorities into measurable organizational objectives.
Maintain strategic continuity despite changes in board leadership.
Navigate competing stakeholder interests and support effective governance.
- Industry Representation and Strategic Partnerships
Represent MMI among senior financial services executives.
Develop relationships with asset managers, wealth managers and investment solutions providers.
Lead executive forums, conferences and industry discussions.
Strengthen relationships with regulators, industry leaders and other stakeholders.
- Organizational and Executive Leadership
Lead and develop a high-performing management team.
Establish executive accountability and performance expectations.
Align organizational resources with strategic objectives.
Build a culture focused on execution, innovation and sustainable growth.
STRATEGIC PRIORITIES
The next CEO is expected to guide MMI through important changes affecting the investment advisory industry, including:
The evolution of wealth and investment management solutions.
The integration of alternative investment strategies.
The impact of artificial intelligence and large language models.
Tokenization and emerging financial technologies.
Changing investor expectations and intergenerational wealth transfer.
Stronger industry collaboration and professional development.
LEADERSHIP EXPECTATIONS AND CANDIDATE PROFILE
The published role description identifies the following expectations:
At least 25 years of leadership experience in wealth and asset management.
At least 15 years of senior leadership and P&L responsibilities.
Strong understanding of investment advisory solutions.
Experience with complex stakeholder and board environments.
Strategic planning and corporate development experience.
Strong financial judgment and commercial decision-making.
Extensive client-facing executive experience.
Excellent communication and public-speaking capabilities.
Willingness to travel approximately 100 days annually.
COMPENSATION AND WORK ARRANGEMENT
compensation range of $250,000–$500,000.
Although the role is listed in New York, its operating model is described as fully virtual, with regular travel to member and vendor offices. The exact employment arrangements and benefits would need to be confirmed with the organization or its retained search partner.
How to Apply
- Apply through TalentScoutHQ by submitting your professional profile and, optionally, an up-to-date CV/resume.
- Applications will be reviewed based on relevant experience, skills and the requirements listed above.
- Shortlisted candidates may be invited to discuss their experience, availability and expectations with the recruiter.
- Please reference Job Identification Number TSHQ-1051 when discussing this opportunity or your application.
- For questions regarding the application process, please use the recruiter inbox within TalentScoutHQ.
Job Identification Number: TSHQ-1051
Listing information
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