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.

Leads business analysis for Site Reliability Engineering and production support. Partners with technical and business stakeholders to improve operational processes, define requirements, create user stories and acceptance criteria, develop monitoring and reporting dashboards, coordinate major operational events, maintain playbooks, facilitate incident reviews, and drive automation, training, rollout, and continuous improvement for customer-facing platforms.

Support CAS platforms (LogicGate, Onit, NetDocuments) by migrating manual processes into structured workflows. Elicit and document requirements, user stories, and acceptance criteria. Drive system enhancements, configuration, testing/UAT, issue resolution, and small-project delivery. Partner with legal, risk, compliance, product and engineering to improve controls, data integrity and operational efficiency.

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.

Provides executive leadership for CFA Institute’s APAC member-society relationships. Leads a regional team, advises boards and executives, strengthens governance and performance, translates global strategy into market execution, manages strategic resources, represents the organization externally, and coordinates cross-functional initiatives across diverse cultural, regulatory, and political environments.

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.

Leads and scales CFA Institute’s enterprise business process improvement capability. Establishes methodologies, governance, frameworks, metrics, and tools; analyzes current and target processes; oversees measurable improvement initiatives; develops a specialist team; partners with stakeholders across business, technology, finance, and program management; and promotes automation, data-driven improvements, and continuous improvement practices.

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.

Lead hands-on Salesforce development across Sales, Service, Experience, and Data Cloud. Design, code, review, deploy, mentor developers, partner with Product Owners, support Data Cloud migration and early agentic AI use cases, and contribute to governance and roadmap.

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.

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.

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 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.