Jobs at CFA Institute

Lead end-to-end localization programs for Simplified Chinese: manage projects, ensure linguistic quality, govern TMs/termbases/glossaries, optimize tooling (Phrase/MemoQ/Trados/XTM), oversee vendors, control costs, enforce content security, and drive continuous improvement across localization workflows.

The CRM Data & Audience Lead designs audience strategies, optimizes segmentation logic, partners with Data Science, translates data into insights, and enhances audience frameworks for personalized marketing efforts.

Lead APAC Institutional Solutions strategy and commercial execution for CFA Institute. Drive revenue, pipeline, client acquisition, retention, and account expansion across APAC. Build and coach a high-performing sales team, collaborate cross-functionally to align product and go-to-market plans, represent regional market insights globally, and scale commercial models to achieve sustained growth.

Lead EMEA Institutional Solutions strategy and commercial execution: drive revenue growth, pipeline conversion, client acquisition and retention, and account expansion. Manage and develop a high-performing sales team, collaborate cross-functionally to translate market demand into offerings, and represent regional market insights to global strategy. Own forecasting, Salesforce-based pipeline health, and international client engagement.

Lead build-out of Revenue Operations for CFA Institute's Institutional Solutions: design segmentation, opportunity definitions, pipeline discipline, forecasting, sales playbooks, governance, commercial enablement, and scale the RevOps team while partnering with Finance, Legal, People, and leadership to translate strategy into scalable operating models.

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

The role manages the execution of CFA Institute's global inclusion strategy across APAC, focusing on program delivery, stakeholder engagement, and developing inclusion metrics. It involves collaboration with investment organizations to enhance decision-making processes and promote inclusive practices.

The Program Manager will oversee the India Career Accelerator Program, ensuring program quality, managing stakeholders, and analyzing learner metrics for improvement.

Lead multiple agile teams to modernize an Azure/.NET ecosystem to a cloud-native AWS/Java platform. Define standards, manage platform roadmap, reduce technical debt, oversee deployments, vendor relationships, onboarding, monitoring, and participate in on-call troubleshooting.

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 Membership Director, China develops and executes strategies for member acquisition and retention, collaborates with global teams, and ensures compliance with local regulations.

Lead global exam delivery strategy, governance and administration for the CFA Program. Oversee vendor relationships, exam security, grading logistics, candidate policy, results reporting, and a specialist team. Drive policy evolution, stakeholder engagement, and a major test-vendor RFP while contributing to Education Leadership Team strategy.

Lead end-to-end localization delivery and quality for CFA Institute products. Combine hands-on linguistic review (Spanish LATAM) with program management: tooling (Phrase, CAT), TM/glossary governance, vendor management, cost control, security-compliant workflows, metrics, and continuous process improvement across multi-stakeholder, regulated environments.

The Director of Software Engineering leads platform architecture and delivery for CFA Institute's customer experience platforms, including CMS and Salesforce, ensuring scalability, integration, and alignment with enterprise standards while mentoring engineering teams.

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 and oversee a global research portfolio: mentor researchers, ensure methodological rigor and editorial quality, author thought leadership, represent CFA Institute externally, build partnerships, monitor industry developments, and scale research workflows to increase impact and publication quality.

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.

Lead design and governance of enterprise Playwright/TypeScript automation frameworks, drive AI-enabled test generation and evaluation, mentor engineers, oversee contractor and staff automation work, and partner with platform and DevSecOps teams to embed scalable, responsible AI-driven quality engineering practices.

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.

Design and deliver scalable, user-centered technology solutions for content, publishing, and learning ecosystems. Translate requirements into technical designs, integrations, and workflows; collaborate across Product, Engineering, and Architecture; manage solution lifecycle, testing, deployment, and continuous improvement; ensure alignment with enterprise standards and stakeholder needs.