Jobs at CFA Institute

Develops CRM segmentation, audience strategies, predictive models, and personalized marketing campaigns using Salesforce platforms and SQL. Maintains audience libraries, validates data pipelines, governs customer data, supports experimentation and performance measurement, and creates lookalike and suppression audiences. Collaborates with Data Engineering, Data Science, IT, and marketing teams to ensure data quality, privacy compliance, campaign accuracy, and operational efficiency. Mentors analysts and marketers while improving CRM processes and personalization capabilities.

Analyze procurement and vendor spend, build dashboards, support category planning and sourcing events, evaluate suppliers, assist negotiations, track contracts, conduct market research, and improve Source-to-Pay reporting, data governance, forecasting, and procurement processes.

Leads technical foresight on how AI and emerging technologies may reshape global finance. Assesses AI capabilities, architectures, scaling, constraints, governance, failure modes, and systemic risks; translates findings into scenarios, hypotheses, briefings, research priorities, and thought leadership. Partners with research, standards, advocacy, and industry stakeholders to stress-test assumptions and evaluate technology’s implications for investment workflows, institutions, markets, professional roles, and standards.

Leads macroeconomic and macro-financial analysis of structural disruptions affecting global finance, markets, investment practice, and institutions. Develops transmission mechanisms, scenarios, hypotheses, regime logics, and stress tests; identifies economic thresholds and reassessment triggers; partners with internal teams and external experts; and translates complex economic change into executive briefings, landscape assessments, and external thought leadership.

Leads Membership programs and initiatives from definition through implementation. Creates delivery plans, governance, reporting, and decision-support materials; coordinates stakeholders across functions and global regions; manages risks, dependencies, competing priorities, and ambiguity; facilitates working groups and drives accountability without direct authority. Supports continuous improvement of Membership planning, portfolio governance, and reporting practices.

Coordinates transaction processing and accounting activities in India, including GST verification, e-invoicing, billing dispute resolution, foreign remittances, journal entries, reconciliations, cash verification, bank balance maintenance, vendor invoice coding, audit support, and month-end close activities. Ensures compliance with tax, FEMA, PCI DSS, internal control, and financial procedures while supporting process improvements and stakeholder coordination.

Lead CFA Institutengagement with mainland China societies, advising volunteer and staff leaders on governance, strategy, funding, and performance. Build stakeholder relationships, represent CFA Institute to employers, regulators, and universities, and drive China-focused strategic initiatives and cross-functional projects to advance member value and organizational goals.

Designs and delivers global digital learning experiences across online platforms and programs. Responsibilities include applying adult learning theory, creating learner journeys and prototypes, using analytics to improve outcomes, managing concurrent projects, partnering with stakeholders and vendors, supporting localization, ensuring accessibility, and establishing content governance, metadata, taxonomy, and version-control standards across Canvas and RSuite.

Leads CFA Institute’s global contact center function across internal teams and managed-service vendors. Sets strategy, oversees service delivery, member and candidate experience, vendor SLAs and KPIs, budgets, policies, quality standards, and transformation initiatives. Manages senior leaders across regions, partners with executive and cross-functional stakeholders, and drives operational efficiency while developing the leadership bench. The role requires global service operations, change management, vendor governance, contact center technology, and budget leadership experience.

Manage roadmaps, stakeholder intake, adoption, configuration, vendor support, licensing, and lifecycle improvement for employee productivity and collaboration platforms. Translate business needs into requirements, prioritize backlogs, track usage and satisfaction metrics, support platform enhancements, and provide recommendations using data. The role partners with procurement, security, engineering, operations, and business stakeholders across platforms including Atlassian, Wrike, Lucid Suite, Zoom, and Slido.

Lead enterprise-wide onboarding and activation strategy across CFA Institute’s product ecosystem. The role connects platform, identity, engineering, design, and customer experience teams to create scalable customer journeys, reusable implementation standards, and measurable improvements in activation, engagement, and time to value. Responsibilities include cross-functional product leadership, KPI definition, data-informed optimization, stakeholder alignment, and portfolio or initiative management across multiple teams.

Leads global integrated brand campaigns from strategy through activation, optimization, and evaluation. Translates enterprise priorities into audience-focused programs across markets and channels, directing creative, media, content, digital, product marketing, regional teams, and agencies. Uses research, market intelligence, brand tracking, and performance data to guide investment and campaign decisions. Manages budgets, stakeholder alignment, governance, and capability development while influencing senior leaders and strengthening CFA Institute’s global brand.

Translates global brand strategies into scalable activation playbooks, toolkits, training, and resources for CFA Societies worldwide. Coordinates multi-market marketing initiatives, stakeholder relationships, brand governance, approvals, vendors, agencies, budgets, and timelines. Measures adoption, participation, engagement, and activation quality while sharing best practices across regions. Maintains the society marketing asset ecosystem and supports localized execution that remains consistent with enterprise brand standards.

Lead strategy and execution for CFA Institute's global B2B Institutional Solutions product portfolio. Define roadmaps, translate credentialing and curriculum into enterprise products, embed AI capabilities, partner with engineering and commercial teams, drive repeatable configurable offerings, manage budgets and vendor relationships, and develop business analysts. Maintain client discovery, market sensing, and cross-functional alignment to deliver scalable, measurable learning and assessment solutions for enterprise clients.

Manage speaker administration across multiple global events: scheduling, contracts, permissions, logistics, record-keeping, stakeholder coordination and escalation. Work with external speakers and internal teams to ensure speaker workflows run smoothly and risks are tracked and resolved to support major CFA Institute events.

The UX Designer will lead design efforts, create user-centered designs, conduct usability testing, collaborate with teams, and ensure accessibility standards are met.

Serve as an FP&A business partner to divisional leaders: lead budgeting, forecasting, monthly reporting, variance analysis, and financial modelling. Translate data into narrative for senior leadership, support headcount and compensation planning, improve data quality and reporting processes, and help evolve finance tools and governance.

Lead design and maintenance of learner-centric investment education content across CFA Institute products. Translate real-world investment practice into study materials, collaborate with SMEs and cross-functional teams, manage external authors and review cycles, and ensure curriculum alignment, accuracy, accessibility and timely delivery.

Lead strategy and end-to-end delivery of back-office and financial systems products. Define vision, prioritize investments, manage full product lifecycles, drive modernization (automation/AI), ensure operational excellence, and coordinate cross-functional stakeholders to deliver measurable business value.

Lead quality engineering transformation across multiple platform portfolios. Build and coach QE managers and engineers, define scalable QA standards and automation strategy, own quality metrics and reporting, drive AI adoption in test design and execution, and champion Playwright/TypeScript and AI-led QE practices.