Location: Charlottesville, VA or approved East Coast locations (VA, NC, GA, FL)
Do you thrive operating close to senior leadership, turning ambiguity into structure, priorities and momentum? Can you move comfortably between strategic thinking, executive communications and practical follow-through? Are you looking for a role where your judgement, discretion and ability to connect the dots can help shape how a global function operates?
CFA Institute is hiring a Chief of Staff, Global Operations to partner directly with the Chief Operating Officer. In this role, you will help create the operating rhythm, governance and execution discipline needed to support a broad Global Operations portfolio and enable clearer decision-making across the organization.
You will act as a trusted thought partner and strategic operator, supporting priorities that span program delivery, transformation, service delivery, facilities, real estate, event management, governance and cross-functional initiatives. This is a high-exposure development role for someone who can combine judgement, structure, communication quality and hands-on delivery.
What You'll Do
Partner directly with the COO to support priorities, decision-making, communications and follow-through across Global Operations.
Build and manage operating rhythm, governance cadence, monthly business reviews, agendas, actions and accountability mechanisms.
Help define a prioritized Global Operations roadmap, ensuring key initiatives have clear ownership, structure and momentum.
Lead or support strategic projects and cross-functional initiatives that require coordination across multiple teams and senior stakeholders.
Prepare high-quality materials for leadership forums, governance discussions, board-related activity and organizational communications.
Work across teams including Program Management and Enterprise Transformation, Global Contact Center, Facilities, Real Estate and Event Management.
Use technology and AI thoughtfully to improve productivity, analysis and communication while maintaining strong human judgement and quality control.
What We're Looking For
Experience in strategy, operations, program / portfolio environments, enterprise transformation, consulting, business management or a Chief of Staff-style role within a complex organization.
Clear evidence of working directly with senior executives, including preparing briefings, presentations, decision materials or strategic updates.
Experience leading or materially shaping cross-functional initiatives, governance forums, operating rhythms or enterprise priorities.
Strong structured thinking, analytical judgement and ability to turn ambiguous issues into clear options, actions and recommendations.
Excellent written, verbal and presentation skills, with strong attention to detail and an ability to produce high-quality executive-ready work.
Maturity, discretion and sound judgement when handling confidential or sensitive information.
Ability to influence without authority and build trust across teams with different priorities and working styles.
Nice to Have
Experience in financial services, EdTech, education, professional services or another business-facing environment.
Exposure to program delivery, portfolio management, operational excellence, Lean Six Sigma, agile, quality, product, technology or enterprise transformation work.
Experience supporting board, executive committee or senior governance forums.
MBA or equivalent advanced business qualification.
Why Join Us
Work directly with the Chief Operating Officer in a high-trust, high-visibility role.
Help shape the operating rhythm and governance approach for a broad global function.
Gain enterprise-wide exposure across transformation, service delivery, facilities, events, leadership forums and strategic initiatives.
Join at a point where Global Operations is continuing to mature its ways of working, priorities and decision cadence.
Build broad leadership, judgement and influence experience in a mission-driven global organization.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position.
Expected salary range: US National Locations (VA, NC, GA, FL): $175,000 - $200,000 per year
Actual salary within the stated ranges will depend on the individual's experience, qualifications, skills, location, and other job-related factors. Additional benefits include eligibility for an annual discretionary incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
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We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits
About CFA Institute
CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.
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Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [email protected] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
Skills Required
- Experience in strategy, operations, program or portfolio environments, enterprise transformation, consulting, business management or a Chief of Staff-style role in a complex organization.
- Proven experience working directly with senior executives, preparing briefings, presentations, decision materials or strategic updates.
- Experience leading or materially shaping cross-functional initiatives, governance forums, operating rhythms or enterprise priorities.
- Strong structured thinking, analytical judgement and ability to turn ambiguous issues into clear options, actions and recommendations.
- Excellent written, verbal and presentation skills with strong attention to detail and ability to produce executive-ready work.
- Maturity, discretion and sound judgement handling confidential or sensitive information.
- Ability to influence without authority and build trust across teams with different priorities and working styles.
- Experience in financial services, EdTech, education, professional services or another business-facing environment.
- Exposure to program delivery, portfolio management, operational excellence, Lean Six Sigma, agile, quality, product, technology or enterprise transformation work.
- Experience supporting board, executive committee or senior governance forums.
- MBA or equivalent advanced business qualification.
CFA Institute Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CFA Institute and has not been reviewed or approved by CFA Institute.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage alongside life and disability insurance is described as robust. These offerings are positioned as a dependable cornerstone of the package.
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Retirement Support — A generous retirement program with 401(k) and profit sharing in many locations supports long-term financial security. This element stands out within total rewards.
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Leave & Time Off Breadth — Generous paid time off, a year-end office closure, summer hours, and volunteer time underscore strong time-away support. Additional programs broaden the range of time-off options.
CFA Institute Insights
What We Do
CFA Institute is a global community of more than 175,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.






