Executive Director (WIPN)

Position Summary

The Executive Director (ED) is the primary staff leader responsible for overseeing WIPN’s day-to-day operations, supporting the Board of Directors, managing our programs and events calendar, and helping grow membership and organizational capacity. The ED is a strategic partner to the Board and ensures that WIPN delivers its mission effectively and efficiently.

Key Responsibilities

1. Leadership & Strategic Oversight
o Collaborate with the Board to refine and implement WIPN’s strategic plan, goals, and priorities.  
o Develop annual work plans and operational plans aligned with WIPN’s mission  
o Coordinate reports to support defined KPIs for the position to present to the Board

2. Board & Governance Support
o Serve as the central coordinator across all Board functions to ensure seamless planning and execution of organizational initiatives.
o Connect strategy to logistics by aligning committees, timelines, communications, and operational details.
o Operationalize Committees by assisting in the onboarding process of new Committee members and formalizing Committee roles and responsibilities  
o Prepare and distribute board materials, reports, meeting agendas and minutes, and follow up on action items.
o Provide the Board with timely and accurate information to facilitate decisionmaking and governance.  

3. Programming and Events  
o Provide support to the National Events Chair to help plan, coordinate, and execute national events (in-person and virtual), including timelines, logistics, communications, and post-event follow-up.
o Manager the master calendar of programming and events for member distribution and the website
o Provide support to coordinate annual Chapter Chair meetings and in-person Board meetings

4. Organizational Management
o Manage administrative operations, including contracts, vendor relationships, insurance or other organizational needs as appropriate in conjunction with the WIPN Secretary.  

5. Communications, Marketing & Outreach
o Assist with the implementation of member communication and outreach strategies to promote WIPN’s mission, events, and membership opportunities.
o Serve as a liaison for media inquiries, public relations, newsletters, website updates, and social media posts.
o Coordinate with marketing consultant to develop content and programming that aligns with WIPN’s mission and membership needs.

6. Compliance & Best Practices
o Ensure compliance with applicable laws, nonprofit regulations, and ethical standards.
o Develop or implement policies and procedures to support transparent governance, financial integrity, and organizational accountability.

Qualifications & Skills
‍• Bachelor’s degree (or higher) in nonprofit management, business administration, public administration, or related field — or equivalent nonprofit management experience.  
• 5+ years of progressive leadership experience within a nonprofit, association, or membership-based organization — preferably including board liaison, committee coordination, and event planning.  
• Strong organizational, strategic planning, and project management skills.  
• Demonstrated ability to translate strategy to execution
• Excellent written and verbal communication skills; comfortable interacting with board members, sponsors, volunteers, and members across all levels.  
• Ability to lead events and coordinate multiple stakeholders — from regional chapters to sponsors to vendors.
• Demonstrated ability to build and maintain relationships with sponsors, industry partners, or external organizations.
• Self-motivated, mission-driven, flexible (given that events, committees, and chapters may require working outside “normal” business hours), and able to balance multiple priorities.
• Executive presence and business acumen
• Integrity, transparency, and commitment to the mission and values of WIPN

Preferred (but not required) Qualifications
• Experience leading and scaling member-based organizations.
• Experience working with volunteer boards and member volunteers (chapters/committees)
• Familiarity with financial services and/or retirement plan industry
• Experience with member-based software (e.g., Member Stack, HubSpot, Stripe, Webflow)

Working Conditions & Compensation
• Independent contractor position - Part-time position  
• Remote work environment with periodic travel to Board meetings, as needed.
• Compensation: commensurate with experience and organizational budget