What are the responsibilities and job description for the Executive Director, IAUM position at The Institutes?
About The Institutes
Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world.
Additionally, we understand the importance of work-life balance—in 2026 Philly.com named us a Top Workplace for the eleventh year and USA Today named us a USA Top Workplace for the fourth year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement.
Executive Director, IAUM
The Executive Director (ED) at InsuranceAUM is responsible for leading the strategic vision into operational success and managing the company’s core functions. This role focuses on driving efficiency, scalability, and excellence across all areas of the business while ensuring alignment with the company’s and The Institute’s goals and maintaining its reputation for high-quality content, programming, and engagement. The ED will also prioritize integrating key organizational goals and strategic initiatives to optimize performance across functions.
What You’ll Do
Strategic Execution
To enforce the importance of work-life balance, employees enjoy excellent benefits, including:
Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world.
Additionally, we understand the importance of work-life balance—in 2026 Philly.com named us a Top Workplace for the eleventh year and USA Today named us a USA Top Workplace for the fourth year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement.
Executive Director, IAUM
The Executive Director (ED) at InsuranceAUM is responsible for leading the strategic vision into operational success and managing the company’s core functions. This role focuses on driving efficiency, scalability, and excellence across all areas of the business while ensuring alignment with the company’s and The Institute’s goals and maintaining its reputation for high-quality content, programming, and engagement. The ED will also prioritize integrating key organizational goals and strategic initiatives to optimize performance across functions.
What You’ll Do
Strategic Execution
- Implement operational plans that align with the company’s and The Institute’s strategic objectives.
- Responsible for the organization’s financial health – responsible for creating annual budgets and 3-year plans, as well as managing expenses and meeting pre-determined annual revenue goals.
- Establish and monitor KPIs across all channels to track performance and success.
- Establish and maintain framework to allow operational agility and innovation while not disrupting operational priorities.
- Develop and maintain a 12-month organizational calendar, incorporating annual milestones and strategic goals.
- Lead annual strategic planning efforts maintaining a rolling 3-year plan
- Oversee the production and delivery of all educational content, ensuring high-quality and consistent output.
- Collaborate with marketing teams to align promotional strategies with content objectives, including compliance campaigns and education initiatives.
- Optimize website stability, improve development processes, and direct any changes to the marketing platform.
- Optimize core analytics to drive operational prioritizations and deliver customer value.
- Manage the development, delivery, and promotion of the Chartered Insurance Asset Manager (CIIM) designation program.
- Collaborate with The Institutes to ensure the CIIM delivery is seamless, with foundational lessons scheduled and project tracking mechanisms in place.
- Support education expansion strategies, targeting new audiences to optimize traffic results.
- Plan, execute, and continuously improve in-person and virtual events, ensuring exceptional participant and sponsor experiences.
- Support integrated event marketing initiatives, define responsibilities across the team, and ensure project management structures are in place.
- Complete successful execution of major events while planning and promoting materials for subsequent events and implementing additional events as defined by executive team.
- Lead and manage cross-functional teams, fostering collaboration and accountability across departments.
- Mentor team members, develop organizational clarity, and manage transitions in roles to optimize team performance.
- Ensure cross-training, maintenance of SOPs/training materials, and other relevant resource contingency plans are in place.
- Onboard new talent, including interns, to address gaps in team resources.
- Support prospecting, sales, retention and upsell efforts by emphasizing client value propositions, ensuring renewals meet or exceed targets.
- Oversee client success initiatives, including onboarding, strategic marketing guidance, tracking and reporting to enhance stewardship and engagement.
- Oversee CIO/LP success initiatives, including establishing membership bylaws, comprehensive community/membership benefits, LP Co-Chairs for each event, and expanded insurer involvement
- Support budgeting and performance management by establishing a regular cadence of MONTLHY financial reporting.
- Support budgeting and performance management by establishing a regular validation of priorities and strategic goal-setting.
- Collaborate with stakeholders to identify gaps in technology maturity, HR processes, and risk mitigation measures.
- Align team efforts with annual company goals. Establish monthly tracking and reporting systems.
- At least 10 years of leadership experience in operations, ideally within media, education, or event-driven organizations.
- Demonstrated ability to turn 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.
- Strategic Thinking: Ability to anticipate challenges and opportunities while planning effectively for long-term success.
- Operational Excellence: Expertise in building systems and processes that ensure consistency, scalability, and quality.
- Problem Solving: Skilled in addressing challenges with creativity, efficiency, and decisiveness.
- Leadership: Strong ability to inspire and manage teams, fostering collaboration and aligning efforts toward common goals.
- Client-Centric Approach: Commitment to understanding and exceeding client expectations.
- Attention to Detail: Focus on ensuring precision and quality in all areas of responsibility.
To enforce the importance of work-life balance, employees enjoy excellent benefits, including:
- 401(k) plan with company contribution up to 16%
- 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
- On our Malvern campus: Free lunch every day when working on campus, onsite fitness center, and a beautiful 1.25-mile walking path!