CFA Society Boston Sustainable Investing Taskforce Vice Chair

Position Description:   

The key roles of the vice chair are to assist the chair and their staff liaison in facilitation, coordination and communication – ensuring that the volunteers including open volunteers are actively engaged in the achievement of CFA Society Boston’s work plan. The Vice Chair should also seek to develop an understanding of CFA Society Boston’s overall strategic framework and build connections to prepare the Vice Chair to serve in the chair role. This individual, in collaboration with the staff liaisons and chair, actively participates in the work of the group, provides thoughtful input to the deliberations, and focuses on the best interests of CFA Society Boston and the membership rather than personal or constituent interests, and works toward the accomplishment of the goals as described in the strategic plan.  

 Position Term: 

• One year commitment with eligibility to serve term as Chair in the upcoming member year. The vice chair fulfills the responsibilities of the chair at meetings, on projects, etc., when the chair is unavailable.  

 Responsibilities:  

1. 1. Attends all committee meetings (in person, conference call, and virtual), generally including committee hosted programs as well as the Society’s Annual Meeting in June.   
   2. Engages in and is supportive of CFA Society Boston’s overall leadership and planning process. 
   3. Reviews all relevant material prior to the meetings. Prepares to make contributions, facilitate discussions, and voice objective opinions concerning the group’s issues and activities.  
   4. Supports the chair in communicating regularly with members to ensure that volunteer obligations are fulfilled.  
   5. Promotes volunteer involvement by maintaining an understanding of activities, discussions and programs across CFA Society Boston, as well as those activities specific to your volunteer group and its subcommittees.   
   6. Promotes clarity within the group on its role and how it supports and fits within CFA Society Boston.  
   7. Supports CFA Society Boston’s policy of diversity and inclusion by assisting in the identification and growth of future CFA Society Boston leaders, including identifying and encouraging a diverse group of applicants to the group and its projects.   
   8. Assists in formulating content resources that will further the goals and objectives of the group and CFA Society Boston. 
   9. Take a leadership role in actively posting and engaging on the society’s members only platform Connect in the corresponding member topic area community and volunteer committee community.  
   10. Promotes CFA Society Boston and its volunteer groups by actively leading CFA Society Boston membership recruitment/retention and promotional activities within the group when requested by staff.  
   11. Responds promptly to correspondence and information requests; and takes a leadership role to involve open volunteers in various projects throughout the year.   
   12. Represents the group in other meetings of other CFA Society Boston groups as requested.  
   13. Maintains current membership in CFA Society Boston and CFA Institute during the volunteer term.  
   14. Immediately informs the staff liaison and chair of the group if personal or professional circumstances change to the extent that they cause disruption in the ability to perform the above-listed responsibilities.  
   15. Accepts and completes special assignments as requested.