CEO of Leading Investment Education Organization

Title:                   CEO of Investment Education Organization                                                          
Time Type:       Full time                                     
Location:          Troy, MI (or remote)                                                                                        

           

Role Overview

The Chief Executive Officer (CEO) for BetterInvesting is responsible for the mission driven and financial operations of the member-based organization.  BetterInvesting is a 501c3 entity with a long, proud history of teaching people to become successful long-term investors.  Through its online and in-person educational programs, stock analysis and portfolio management tools for investment clubs and individuals, and other resources, BetterInvesting and its for-profit subsidiary ICLUBcentral instruct individual investors and investment clubs on the fundamental investing principles and methodology of its Stock Selection Guide (SSG).  Since its founding in 1951, BetterInvesting has helped over 5 million individuals become successful long-term investors. This role could be remote or local. 

The CEO also works closely with a group of nearly 500 dedicated and passionate volunteers affiliated with 43 local chapters located across the country and the BetterInvesting Volunteer Advisory (BIVA) Board.  The volunteers take a hands-on approach to supporting members locally – providing stock analysis classes, visiting investment clubs, and holding local or regional investor education fairs.  The BIVA Board supports the chapters.  The BIVA Board is also responsible for producing the BetterInvesting National Convention (BINC), which is multi-day investment education conference held in-person every other year and virtually on the off years.  The proceeds from BINC are used to fund the volunteer and chapter support activities of the BIVA Board.  Staff provides support for BINC in the form of securing keynote and guest speakers, marketing and solicitation of corporate sponsors. 

The BetterInvesting CEO is frequently asked to present at financial industry events; participate in radio and TV panel discussions about the market; speak with and present to volunteers, members and the public at BINC; present to members, volunteers and the public via webinar; and to speak with Chapters around the country.

The CEO reports directly to the BetterInvesting Board of Directors, is a member of the ICLUB Board of Directors, and an officer of both BetterInvesting and ICLUBcentral. 

Compensation is at an executive level and commensurate with experience.
 

About NAIC / BetterInvesting

 

• Annual revenue of greater than $3.5 million.

• About 25,000 members (subscribers) to our investing tools.

• Two types of membership: clubs and individual investors.

• The CEO supports a staff of 20. 

• The BetterInvesting suite of online stock analysis tools:  CoreSSG, SSGPlus, Stock Comparison Guide and Company Research.

• BetterInvesting Magazine, published 10 times per year.

• Three paid newsletters: Investor Advisory Service, an award-winning newsletter, SmallCap Informer, and the newer Dividend Informer, all published by ICLUBcentral.

• Multiple online stock analysis and investment club accounting tools manufactured and distributed by ICLUBcentral

• 100+ educational webinars and tutorials produced annually by BetterInvesting and ICLUBcentral

• Numerous member engagement programs, most notably First Cut Stock Studies submitted by members and distributed to the entire membership bi-weekly.

• Member and Customer Contact Center, to answer questions, complete sales orders and provide general member and customer support.

• Separate BetterInvesting and ICLUBcentral websites

BetterInvesting is headquartered in Troy, MI.  Most staff are local, but some are remote.  The organization’s leadership team consists of four managers supporting the marketing, publications, IT, new product development, member education, chapter support, corporate relations, customer service, finance, and HR functions of BetterInvesting and ICLUB.

 

Desired Qualities in the CEO

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• A passion for the mission of the organization and a desire to have a positive impact of thousands of individuals as they build wealth by practicing fundamental stock investing.

• Passionate stock investor.

• Passion for supporting the retail investor.

• Has financial services industry experience.

• Understands subscription-based business models.

• Strategic, results focused and data driven decision maker. 

• Financial acumen.

• Experience in, or solid understanding of, content strategy / marketing / media.

• Self-directed, yet knows how to proactively build consensus among key stakeholders.

• Leads through influence and collaboration to inspire staff and volunteers to jointly accomplish organization goals and objectives; focuses on enabling and highlighting the success of staff and volunteers. 

• Excellent oral and written communicator. 

• Outgoing, dynamic and charismatic.

• Comfortable with public speaking and presentations.

• Fundraising experience or interest.

• Quick learner with a broad skill set across multiple business disciplines.

• Fully embraces the BetterInvesting mission and passionate volunteer community.

 

Knowledge, Skills and Abilities

To perform this job successfully, an individual should demonstrate the following:

Credentials and Abilities

• College graduate. 

• CFA or CFP is a plus, as is prior experience with BetterInvesting. 

• 15 – 20 yrs. of work history demonstrating success across multiple disciplines, including contemporary sales/marketing experience and financial management/budget control, with increasing levels of management responsibility and leadership of complex and diverse organizations.

• Public speaking experience.

• Non-profit or volunteer experience.

We are an equal opportunity/affirmative action employer, complies with all applicable federal and state laws regarding nondiscrimination and affirmative action. We are committed to a policy of equal opportunity for all persons and do not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, disability, religion, height, weight, or veteran status.

To apply, email us at position@betterinvesting.org
Include:

• A comprehensive resume

• A letter stating your personal interest in the position indicating how your skills, knowledge and experience match the responsibilities articulated in the job description.

Application deadline: Applications are being accepted until position is filled

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