Manager, Partnerships & Client Solutions

Mumbai | Hybrid (Minimum 3 days per week in office)

Are you a relationship-focused business development professional who enjoys building partnerships that create long-term impact? If you thrive in client-facing roles, enjoy engaging senior stakeholders, and want to help shape talent pathways within financial services in India, this is a high-visibility opportunity to do just that.

CFA Institute India Private Limited is seeking a Manager, Partnerships & Client Solutions to strengthen employer engagement and expand career connectivity for CFA candidates across the India market.

About the Role:

As Manager, Partnerships & Client Solutions you'll be responsible for developing, broadening, and deepening strategic business-to-business relationships across India to increase engagement with CFA Institute programmes, talent solutions, and thought leadership initiatives.

Working closely with colleagues across CFA Institute India Private Limited and the wider global organisation, this role balances business development with strong relationship management and programme delivery. A key priority is engaging employers, HR leaders, and business stakeholders to align CFA talent with evolving hiring and workforce capability needs.

What You’ll Do:

Build and grow strategic employer partnerships

• Identify and pursue new partnership, business development, and career support opportunities aligned with CFA Institute’s strategy in India

• Develop relationships with asset managers, wealth managers, global capability centres, consulting firms, and other institutional stakeholders

• Engage senior business leaders as well as HR, Talent Acquisition, and Learning & Development teams to understand hiring trends, skill requirements, and workforce priorities

• Represent CFA Institute in outreach initiatives and stakeholder forums

Deliver structured stakeholder engagement

• Prepare and deliver persuasive, stakeholder-focused presentations on CFA programmes and talent solutions

• Gather industry insights to inform customised partnership approaches and long-term engagement strategies

• Manage client engagement and governance plans, including goal setting, reporting, and progress tracking

• Maintain accurate CRM records (Salesforce preferred) to support reporting and forecasting

Coordinate career and engagement initiatives

• Support and manage initiatives such as the India Career Accelerator Programme

• Partner cross-functionally to deliver employer roundtables, workshops, webinars, and related initiatives

• Collaborate with internal teams including Finance, Legal, Compliance, IT, and People & Culture to support effective programme execution

What We’re Looking For:

• Bachelor’s degree or equivalent combination of education and experience

• 8–10 years’ experience in business development, partnerships, account management, or similar client-facing roles within financial services, education, or professional services

• Demonstrated experience building institutional relationships and engaging senior stakeholders

• Experience interacting with HR, Talent Acquisition, or Learning & Development teams

• Strong written, verbal, and presentation skills in English

• Structured, organised, and able to manage medium- to long-term initiatives

Preferred

• Experience using CRM systems (Salesforce preferred)

• Project management experience

• Exposure to talent solutions, workforce capability initiatives, or learning and development programmes

• Familiarity with financial institutions, capital markets, or related industry trends

Why Join Us:

• Be part of a global, mission-driven organisation dedicated to advancing the investment profession and upholding the highest standards of ethics and education

• Play a visible role in a priority growth market, engaging directly with leading financial institutions across India

• Shape employer partnerships that influence talent pipelines and workforce capability within financial services

• Operate in a strategic, client-facing role combining stakeholder engagement, programme delivery, and cross-functional collaboration

• Contribute to initiatives that directly support career pathways for the next generation of investment professionals

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: INR 3.5-4 million 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% EPF contribution (shared equally between employer and employee), 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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