Jobs at CFA Institute

Manage China digital experiences, content operations, and local social channels. Provide project management for digital marketing initiatives (webinars, livestreams), optimize channels, monitor analytics, integrate campaign data with systems, coordinate vendors, and identify opportunities to improve engagement, conversions, and operational efficiency.

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.

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.

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

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.

Serve as the senior technical authority for Education's content production and learning delivery systems. Shape platform architecture and roadmaps, lead migration to modern XML publishing tools, define standards and metadata, and drive automation and governance to support multi-format single-source publishing across print, digital, and LMS outputs.

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.

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.

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.

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 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 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 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.