Membership Services Associate

Money Management Institute
New York City - Position will be remote until NYC office reopens

Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and professionally-managed investment advisory solutions to investors. Through conferences, educational resources, and thought leadership, MMI facilitates peer-to-peer connections, fosters industry knowledge and best practices, and supports the evolution and professionalism of the investment advisory industry. MMI member firms are dedicated to helping investors plan for and fulfill their financial and life goals. For more information, visit

Position Summary:
You will work closely with prestigious financial services organizations to deliver a superior and impactful membership experience, facilitate world class events, and promote industry education and best practices. Your initiative and determination to assume responsibility and skills necessary to execute tasks -- both independently and collaboratively -- will build your financial acumen in an exciting and dynamic environment. The overall goal of the position is to help cultivate the continuous enhancement of membership initiatives for MMI members.

We place a high degree of value in attracting the best talent which reflects our commitment to being an employer of choice.

Primary Responsibilities:

  • Participate in client facing meetings to discuss MMI’s initiatives
  • Engage in problem solving through critical questioning and analyzing practices that impact the member experience
  • Ability to contribute to best-in-class service to members via phone calls and website inquiries
  • Drive to resolve member client services issues
  • Support member on-boarding and renewal process
  • Maintain accurate and complete data and assist with member analytics
  • Support special member acquisition and retention projects and programs
  • Provide administration support to the Membership team including execution of special projects
  • Contribute to content and speaker engagement analysis for events
  • Complete ad hoc requests for research and data, and support other MMI initiatives
  • Identify areas of improvement


  • Knowledge of financial services preferred with 1-3 years’ experience
  • Client facing experience and presentation skills
  • High level project management and organizational skills executing projects on a timely basis
  • Excellent verbal and written communication skills
  • Self-starter that works independently as well as in a team environment
  • Demonstrates sound judgment and knows when to escalate issues to manager
  • Strong attention to quality and detail with ability to multi-task in a deadline-driven environment
  • High degree of personal initiative and accountability
  • Ability and willingness to travel on a limited basis

Preferred Education & Experience:

  • Bachelor’s degree in business or related major
  • Project management experience
  • Strong background in Microsoft Office (PowerPoint, Excel, Word)

Compensation & Benefits Package:

  • Compensation will be commensurate with experience, skill set, and capabilities
  • Compensation package consists of a base salary and a possible bonus based on performance
  • Medical and Dental Plan
  • Retirement Plan
  • Paid vacation & holidays

For further inquiries on this position and to submit a resume, please contact