Director, Business Process Improvement

Posted Yesterday
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Hiring Remotely in VA
Remote
125K-165K Annually
Entry level
Financial Services
The Role
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.
Summary Generated by Built In

Have you built or scaled a business process improvement capability and know what it takes to make it repeatable? Can you combine deep process improvement expertise with the ability to partner with stakeholders across an organisation? Are you equally comfortable setting the strategy and rolling up your sleeves to make change happen?

As Director, Business Process Improvement, you will lead and continue to build CFA Institute’s enterprise BPI capability. You will establish the frameworks, methodologies and governance that help the organisation identify where processes can work better, understand root causes and design measurable improvements.

You will lead a small team while working across the organisation as a trusted partner to business leaders. This is an opportunity to shape how process improvement is delivered at CFA Institute, taking an emerging capability and building the structure, consistency and approach needed to scale it across the enterprise.

What You’ll Do

  • Lead and mature CFA Institute’s enterprise Business Process Improvement capability, creating a repeatable approach that can scale across the organisation.

  • Establish and evolve the frameworks, methodologies, governance and tools used to identify, assess and prioritise process improvement opportunities.

  • Lead both current-state analysis and target-state design, helping teams understand where processes are breaking down and what better could look like.

  • Deliver and oversee process improvement initiatives that produce measurable improvements in efficiency, quality and organisational performance.

  • Define meaningful metrics and KPIs so that improvements and business impact can be clearly demonstrated.

  • Lead and develop a team of process improvement professionals, creating clarity, capability and consistency in how the team operates.

  • Partner with stakeholders across business units, technology, finance and programme management to identify needs and develop practical solutions.

  • Act as a trusted adviser to business teams, helping them work through process challenges rather than prescribing solutions to them.

  • Identify opportunities to use automation, data, technology and emerging tools to improve processes and operational effectiveness.

  • Build broader understanding of process improvement approaches and continuous improvement thinking across the organisation.

What We’re Looking For

  • Proven experience leading significant business process improvement, operational excellence or process transformation activity with measurable outcomes.

  • Demonstrable experience building, establishing or materially scaling a business process improvement capability, framework or operating model.

  • Strong practical knowledge of process improvement methodologies and frameworks, such as Lean, Six Sigma, DMAIC or BPM.

  • Evidence of successfully analysing complex processes, identifying root causes and leading process redesign or optimisation.

  • Experience leading and developing people, with the ability to build capability within a small specialist team.

  • Strong stakeholder management skills and experience partnering across multiple business areas in a complex organisation.

  • A collaborative and consultative approach: you can challenge constructively, listen carefully and help stakeholders determine what they need rather than simply prescribing an answer.

  • The ability to combine strategic thinking with hands-on delivery, moving comfortably between setting the approach and supporting the work itself.

  • Strong analytical skills and experience using data and metrics to measure process performance and improvement outcomes.

  • Experience working with technology teams on automation, digital enablement or technology-supported process improvement.

  • A bachelor’s degree or equivalent experience.

Why Join Us

  • Build and shape an enterprise capability that is still developing, rather than inheriting a fully established function.

  • Have visible impact across CFA Institute by helping teams improve how work gets done and creating measurable operational improvements.

  • Join the senior leadership community within Operations and work across a wide range of business areas.

  • Lead a team while remaining close enough to the work to directly influence how process improvement is delivered.

  • Partner with stakeholders across the enterprise on a growing portfolio of process improvement opportunities.

  • Help establish the frameworks and ways of working that will underpin a scalable, sustainable continuous improvement capability.

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 - $125,000 - $165,000 per year.

Actual salary within the stated range 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 pension plan, and a comprehensive medical benefits package.


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.


Follow CFA Institute on: LinkedIn | YouTube | Facebook | Instagram | WeChat | Weibo


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

  • Proven experience leading significant business process improvement, operational excellence, or process transformation activity with measurable outcomes
  • Experience building, establishing, or materially scaling a business process improvement capability, framework, or operating model
  • Practical knowledge of Lean, Six Sigma, DMAIC, or BPM methodologies and frameworks
  • Experience analyzing complex processes, identifying root causes, and leading process redesign or optimization
  • Experience leading and developing people and building capability within a small specialist team
  • Strong stakeholder management skills and experience partnering across multiple business areas in a complex organization
  • Collaborative and consultative approach, including constructive challenge, attentive listening, and needs-based advising
  • Ability to combine strategic thinking with hands-on delivery
  • Strong analytical skills and experience using data and metrics to measure process performance and improvement outcomes
  • Experience working with technology teams on automation, digital enablement, or technology-supported process improvement
  • Bachelor’s degree or equivalent experience

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.

  • 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.
  • 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.
  • 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.

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The Company
HQ: Charlottesville, VA
2,069 Employees
Year Founded: 1987

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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