President & Chief Executive Officer

The Role The Money Management Institute (MMI) is seeking its next President & Chief Executive Officer to lead the premier trade association representing the investment advisory solutions industry.

MMI is a member-supported enterprise representing many of the most influential firms in wealth and asset management. It operates with the discipline, accountability, and performance expectations of a business— because its members expect measurable value, not activity.

This is not a stewardship role. The next CEO will be expected to elevate the institution’s relevance, sharpen its strategic voice, and deliver measurable growth in member value and engagement.

The CEO serves at the intersection of industry leadership, governance complexity, and business execution. Success requires sound judgment, an inclusive approach that values diverse perspectives, and the ability to make decisions that are informed by—but not beholden to—consensus.

The Mandate

Own and execute the continuation of a multi-year strategy that strengthens MMI’s position as the leading voice in advisory solutions

Continue to deliver sustained growth in member value, engagement, and revenue across all lines of the business

Maintain strategic continuity despite annually rotating Board leadership and shifting member priorities

Elevate MMI’s influence across the broader financial services ecosystem

Build and lead a high-performing organization aligned to clear priorities and measurable outcomes

Build an organization with decisions acknowledging continuity and sustainability

Key Responsibilities Strategic Leadership & Execution

Define, own, and execute a clear multi-year strategy aligned with structural shifts in the advisory solutions ecosystem

Anticipate and act on industry changes—regulatory, technological, and demographic

Make explicit trade-offs and allocate resources against highest-value opportunities

Governance & Institutional Leadership

Translate Board governance input into focused tactical priorities and measurable outcomes

Lead in partnership with an annually rotating Chair and Board while maintaining strategic consistency

Shape agendas, frame decisions, and advise the Board on its strategic governance responsibilities

Navigate competing member perspectives without losing alignment

Reinforce a culture of member ownership, not customer preference

Revenue Ownership & Business Performance

Own the Institute’s economic model and performance across all revenue streams

Set growth priorities, pricing discipline, and investment levels with ROI expectations

Ensure rigorous budgeting, cost control, and capital allocation

Define and communicate measures of member value and impact

Industry Leadership & External Presence

Serve as a knowledgeable and authoritative voice for the advisory solutions industry

Lead conferences and executive forums with enthusiasm and charisma

Engage with a broad range of stakeholders including industry leaders, regulators, and media

Expand MMI’s reach to new members and vendors and new areas of business focus while reinforcing its core membership and positions

Talent, Culture & Organizational Effectiveness

Build and upgrade a high-performing team

Set expectations, hold leaders accountable, and make changes when needed

Establish a culture of ownership and execution

Align resources and structure to deliver results Candidate Profile Industry Fluency

25+ years of leadership experience in the wealth and asset management business

Deep understanding of advisory solutions industry dynamics

Deep understanding of technological platforms for advice including the impact of large language models and tokenization

Extensive experience in alternatives investment strategies and vehicles and how they are being integrated in solutions models

Ability to anticipate trends in wealth and asset management industry evolution

Executive Leadership & Accountability

15+ years of senior leadership and P&L responsibilities with direct accountability for outcomes

Extensive client facing track record

Decisive and accountable leadership style

Governance & Organizational Intelligence

Track record operating within complex stakeholder environments

Experience working with boards where influence must be earned

Track record of the ability to make leadership decisions where competing viewpoints are in conflict, while bringing all parties together as participants in the process

Strategic & Financial Judgment

Prior track record in strategy and corporate development leadership

Career training in finance with a track record creatively using financial data in planning and decision making

Disciplined, outcome-focused decision-maker with a track record being decisive in the face of incomplete or conflicting data

Communication & Presence

Clear communicator with ability to engage the most senior level senior executives

Strong public speaking skills

High impact executive presence grounded in substance

Personal Characteristics

High integrity and sound judgment

Strong ego tempered by high self-awareness, humbleness and a good sense of humor

Comfortable operating in ambiguity

High intellectual curiosity and learning agility

Skilled at leveraging the diversity of different points of view

Ability to travel a minimum of 100 days per year in managing this fully virtual business platform and be in member and vendor offices regularly

Bottom Line This role requires a leader who can operate at the C Suite industry level, manage governance complexity, and run a disciplined business simultaneously. The Board is committed to supporting a CEO who will set direction, make decisions, and deliver results.

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