Jobs at CFA Institute

Lead design, development and delivery of Java-based full-stack applications using React and AWS. Build RESTful APIs and microservices, support production releases, and drive modernization from Azure/.NET to AWS Java platforms. Provide technical leadership, mentor colleagues, conduct code reviews, and improve CI/CD and IaC practices within agile teams.

Lead complex, cross-functional programs from planning through delivery and change adoption. Responsibilities include managing scope, budgets, resources, risks, dependencies, governance, stakeholder communication, organizational readiness, and reporting. The role requires adapting delivery approaches across Agile, Waterfall, and hybrid environments while connecting initiatives to strategic business objectives.

Lead global end-user support, A/V operations, and device lifecycle programs. Manage internal teams and global vendors, establish SLAs and service models, drive continuous improvement, collaborate with Network/Security/Facilities, and optimize device supply chain, performance metrics, and customer experience for a distributed workforce.

Partner with the COO to build operating rhythm, governance and accountability across Global Operations. Define prioritized roadmaps, drive cross-functional initiatives, prepare executive materials, and support program delivery, facilities, real estate, events and service delivery. Act as a trusted strategic operator who turns ambiguity into clear options, communications and follow-through, using judgement and influence to align stakeholders and ensure initiative momentum.

Manage senior-level, relationship-led engagement platforms and partnerships across the investment community. Lead content research, agenda development, speaker recruitment and briefing, cross-functional delivery, onsite execution, and risk management. Build and maintain senior stakeholder relationships, use feedback and metrics to improve programming, and turn themes into reusable content supporting CFA Institute divisions.

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.

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

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.

Act as an FP&A business partner to divisional leaders, owning budgeting, forecasting, monthly reporting and variance analysis. Deliver narrative insights for senior leadership and board materials, support financial modelling, product profitability and headcount planning, and drive improvements in data quality, reporting processes and finance tooling.

Lead a team of business-facing program managers to oversee a multi-million-dollar strategic portfolio. Define governance, plans, dependencies, risks, milestones and benefits; partner with senior stakeholders to translate strategy into delivery; champion change-management discipline and pragmatic use of agile, waterfall and hybrid approaches; improve PMO operating model, tooling and analytics.

Lead and improve content production workflows across PDF, ePub, and LMS (Canvas). Manage associate managers, diagnose cross-team workflow issues, ensure standards, accessibility, and reliability, and partner with Systems/Technology to implement durable solutions and reduce rework.

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 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.

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 day-to-day delivery of a new global Extended Workforce Programme: manage suppliers, SOWs, platform configuration and user support, produce workforce analytics and reporting, operationalise policies and governance, and support cross-functional stakeholders to translate strategy into consistent operational outcomes.

Lead design and delivery of a global compliance and ethics programme focused on third-party risk, due diligence, sanctions, conflicts of interest, risk assessments, training, stakeholder advisory, and metrics-driven reporting. Partner cross-functionally to embed practical controls, run processes end-to-end, and continuously improve programme effectiveness.

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 and deliver risk-based internal audits across operational, financial, compliance and technology areas. Develop audit methodology, workpapers and quality standards. Support audit planning, control testing and GRC tooling implementation. Use data, analytics and AI-enabled approaches, manage co-source partners, engage senior stakeholders, and recommend practical control and process improvements while building internal capability.

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.