JOB SUMMARY
The Content Architect, Workflows leads the day-to-day reliability, standardization, and continuous improvement of content production workflows across CFA Institute’s Learning Experience team. The role operationalizes enterprise content transformation standards into daily production workflows across formats, including PDF, ePub, and LMS platforms such as Canvas, and serves as the primary owner for diagnosing and resolving complex issues that span Editorial, Quality Review, Production, and Content Technology (TAIS). The Content Architect, Workflows directly manages the Associate Managers, Content Production & Delivery who own format-specific workflows (PDF, EPUB, Canvas, and Localization), coaching them and reinforcing consistent standards and escalation practices. The position partners closely with the Lead Content Architect, Workflows and the Lead Content Architect, Systems to ensure workflow implementations align with system capabilities, and drives upstream improvements with Editorial and Quality Review to reduce rework and prevent recurring issues.
ESSENTIAL FUNCTIONS
Operationalize content transformation standards across production workflows. Translate defined content transformation standards and configuration behaviors into day-to-day production workflows across formats (PDF, ePub, and LMS platforms such as Canvas), ensuring workflows are implemented consistently and deviations are identified and corrected early. 20%
Own day-to-day workflow health, reliability, and performance. Monitor and manage the health of content production workflows across products and formats, identify failure patterns and bottlenecks, and drive resolution and continuous improvement to ensure reliable, predictable delivery. 15%
Lead resolution of complex, cross-team workflow issues. Act as the primary owner for diagnosing and resolving complex workflow issues spanning Editorial, Quality Review, Production, and systems, coordinating with the Lead Content Architect and Systems Architect to ensure solutions align with standards and are durable. 15%
Drive upstream workflow improvements across Editorial and Quality Review. Identify upstream content and process issues that create downstream production risk, and partner with Editorial, Quality Review, and other stakeholders to implement changes that improve content readiness and production efficiency. 10%
Lead and develop a high-performing team, providing coaching, setting priorities, and ensuring consistent application of standards and escalation practices. 15%
Ensure consistent application of standards, accessibility, and quality practices. Reinforce and operationalize standards related to content structure, accessibility, and usability within production workflows, partnering with the Lead Architect to ensure expectations are implemented and sustained. 10%
Partner with Systems and Technology teams to support workflow execution. Collaborate with the Lead Content Architect, Systems Architect, and Content Technology (TAIS) to ensure workflow implementations align with system capabilities and support smooth adoption within production. 15%
QUALIFICATIONS
Bachelor’s degree or an equivalent combination of education and experience, typically including several years in content production, publishing operations, or business/systems analysis, with some experience supervising or mentoring others.
Demonstrates strong workflow and process management skills, including monitoring health metrics, diagnosing failure patterns, and driving continuous improvement.
Builds relationships, establishes trust, and communicates effectively across Editorial, Production, Quality Review, and Technology teams.
Applies strong analytical and problem-solving skills to diagnose complex, cross-format workflow issues, identify root causes, and drive durable, standards-aligned resolutions.
Proficient with content transformation and publishing production tooling (for example, RSuite or comparable XML-based publishing systems, XSLT, XQuery, Schematron).
Self‑directed with strong initiative, able to work independently, and consistently demonstrates a strong work ethic.
Exercises good judgment and business acumen, escalating only the highest-complexity, highest-consequence issues to senior architecture leadership.
Experience designing, documenting, and operationalizing content transformation or production workflows across multiple formats (for example, PDF, ePub, and LMS platforms such as Canvas).
Demonstrated experience coaching and developing people managers or senior specialists, including setting priorities, providing feedback, and reinforcing performance and escalation standards.
Strong working knowledge of structured content and XML-based publishing pipelines sufficient to partner effectively with Systems Architecture and Technology (TAIS) counterparts on cross-system issues.
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
- Bachelor's degree or equivalent combination of education and experience
- Several years in content production, publishing operations, or business/systems analysis
- Experience supervising or mentoring others
- Strong workflow and process management skills, including monitoring health metrics and driving continuous improvement
- Ability to build relationships and communicate across Editorial, Production, Quality Review, and Technology teams
- Analytical and problem-solving skills to diagnose complex, cross-format workflow issues and drive durable resolutions
- Proficiency with content transformation and publishing tooling (e.g., RSuite or comparable XML-based publishing systems, XSLT, XQuery, Schematron)
- Self-directed with strong initiative and work ethic
- Good judgment and business acumen; escalate highest-complexity issues appropriately
- Experience designing, documenting, and operationalizing content transformation or production workflows across multiple formats (PDF, ePub, LMS/Canvas)
- Experience coaching and developing people managers or senior specialists
- Strong working knowledge of structured content and XML-based publishing pipelines
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.
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