Jobs at CFA Institute

Develop and execute integrated, multi-channel marketing campaigns across the United States and Canada to generate qualified leads, increase prospect acquisition, strengthen brand awareness, and drive measurable growth. Responsibilities include audience segmentation, campaign strategy and execution, channel coordination, performance analysis, optimization, budget and agency management, and cross-functional collaboration. The role requires strong investment or finance industry knowledge and at least seven years of integrated marketing experience.

Leads CFA Institute’s global travel and corporate credit card programs, managing teams, budgets, suppliers, policies, controls, reporting, traveler support, card administration, and process improvements. Partners with Procurement, Treasury, Accounts Payable, Security, and other stakeholders to improve compliance, service quality, safety, efficiency, and cost management.

Develops and maintains Salesforce Marketing Cloud automation solutions, including campaigns, journeys, automations, audience segmentation, personalization, integrations, and Data Cloud customer profiles. Writes SQL and scripting, configures data models and insights, troubleshoots data and deliverability issues, conducts QA, and collaborates with marketing, CRM, product, and analytics teams to deliver data-driven customer engagement programs.

Lead strategy, roadmaps, lifecycle management, modernization, and delivery for education technology products supporting high-stakes assessment and learning. Define requirements, business cases, budgets, and investment recommendations while coordinating engineering, business, support, vendors, and cross-functional stakeholders. Identify opportunities, manage dependencies, improve customer experiences, and mentor product managers and analysts across CFA Institute’s global Education portfolio.

Leads strategy, roadmap ownership, development, launch, and lifecycle management for B2B learning and assessment products serving institutional investment clients. Builds product governance and development processes, translates customer and market insights into propositions, develops business cases, monitors performance, and coordinates technology, learning, sales, curriculum, and external stakeholders to deliver commercial growth.

Designs and governs digital, live, cohort-based, and AI-enabled learning experiences for institutional clients. Establishes learning design methodologies, quality standards, and assessment frameworks; facilitates workshops and other instructor-led programs; collaborates with subject matter experts, technology teams, and partners; applies adult learning science; uses AI authoring tools and learning analytics; and recommends portfolio-level learning strategy and improvements.

Drive day-to-day delivery of a global extended workforce programme across multiple regions. Responsibilities include supplier relationship and performance management, SOW oversight, platform configuration and optimisation, workforce reporting and analytics, stakeholder support, governance, policy implementation, and process improvement. The role partners across HR, Procurement, Legal, Finance, Technology, suppliers, and hiring managers to operationalise programme priorities and improve delivery.

Manages relationships with CFA Societies across the Americas, supporting governance, business and strategic planning, funding requests, operational effectiveness, volunteer engagement, and organizational improvement. Reviews plans, tracks commitments, identifies risks, coordinates cross-functional support, and advises society boards and leaders. The role also contributes to regional meetings, consulting engagements, reporting, and planning while escalating complex governance, financial, or reputational matters.

Leads relationships with a portfolio of complex CFA societies across the Americas. Advises boards and executives on governance, strategy, business planning, organizational effectiveness, membership value, risk, and funded initiatives. Reviews plans and performance data, escalates significant risks, coordinates cross-functional support, and contributes to regional planning and team development. This senior individual contributor role requires approximately 15–20% regional and occasional global travel.

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.

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.

Leads CFA Institute’s macro systems and strategic foresight capability, analyzing structural disruptions affecting global finance. Develops scenario frameworks, transmission mechanisms, and decision-support insights; stress-tests research, standards, policy, and advocacy assumptions; produces executive briefings and external thought leadership; engages senior stakeholders and represents the organization externally. Manages and develops a specialized multidisciplinary team while translating complex uncertainty into clear priorities, implications, and recommendations.

Own procurement activities for an assigned spend category, including sourcing, vendor evaluation, negotiation, contracting, renewals, and supplier performance management. Develop category plans, conduct market and spend analysis, identify savings opportunities, and support vendor rationalization. Partner with stakeholders to improve procurement processes, manage changing expectations, track savings and compliance metrics, and contribute to procurement templates and playbooks.

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.

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.