Do you enjoy creating data-driven strategies that fuel growth and loyalty? Are you looking for a role where you can launch new membership models, drive retention, and design innovative engagement journeys? Join us to lead one of CFA Institute’s most ambitious membership transformations.
At CFA Institute, our members are at the heart of everything we do. This role offers you the chance to shape how we attract, engage, and retain a new generation of investment professionals. As Director, Membership Marketing & Engagement, you will own the lifecycle strategy for a global membership community, driving measurable impact on growth, retention, and long-term member loyalty.
What You’ll Do
Lead the membership lifecycle across acquisition, engagement, renewal, and advocacy, with a near-term emphasis on first-year retention for a new membership class.
Own product marketing for membership: positioning, messaging, competitive insight, and launch readiness across all membership classes (including upcoming Associate Membership).
Design and execute go-to-market plans that are data-driven and omnichannel, aligned to Marketing & Customer Experience (MCX) and Membership & Society Relations (MSR).
Build segmentation frameworks and journeys; deliver personalised campaigns using marketing automation to drive conversion and renewal.
Champion test-and-learn with clear KPIs and dashboards (renewal %, churn %, NPS, LTV/ARR framing); continuously optimise performance.
Partner globally with Product, Education, Research, Technology, and regional/society teams to bring membership value to life in market.
Manage and mentor a small team of marketing and customer experience professionals; cultivate a high-output, experiment-driven culture.
What We’re Looking For
10+ years of experience in marketing, engagement strategy, or membership growth, gained in a global, matrixed environment.
Proven success in leading cross-functional teams and executing complex, multichannel marketing programmes.
Expertise in lifecycle marketing, segmentation, and personalisation.
Experience leading membership or subscription product marketing and business models.
Strong analytical and technical skills; proficiency with marketing automation and CRM platforms, with a preference for Salesforce Marketing Cloud (SFMC); experience with other tools such as Adobe Campaign also valued.
Excellent written, verbal, and interpersonal communication skills, with the ability to influence at senior levels.
Familiarity with professional associations, subscription models, or nonprofit membership organisations.
Why Join Us
Lead the global launch and scale of CFA Institute’s first new membership class and modernise our lifecycle and loyalty strategy.
Make a visible impact with direct contribution to enterprise goals, board-level exposure, and scope for innovation.
Collaborate with global colleagues across marketing, membership, and regional teams to deliver value-led member experiences worldwide.
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: $130,000-$160,000 per year. All salary ranges are subject to adjustment based on experience, education, location and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) plan, and a comprehensive medical benefits package.
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About CFA Institute
CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.
Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.
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. Only those selected for further consideration will be contacted.
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.
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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.
