Are you an experienced Project Manager who is comfortable working at the intersection of content, technology and operations? Do you enjoy bringing structure to complex workflows and solving problems when systems, people and deadlines all need to align? Are you confident building relationships across teams while still getting into the detail when needed?
As Project Manager, Exam Item Banks, you will play a central role in how CFA Institute manages its exam question banks and delivers mock exam and practice content across the CFA Program and other credentialing products.
You will combine project management with technical and operational oversight, coordinating work across systems, teams and stakeholders. A significant part of the role involves the movement and quality assurance of content between our item banking and learning platforms.
What You’ll Do
Lead the planning and delivery of multiple workstreams supporting exam item banks, mock exams and practice content.
Oversee the movement of assessment content between systems such as ProBuilder and Canvas, including file setup, metadata and related technical processes.
Act as a key point of coordination when system issues, break-fix situations or workflow dependencies require collaboration across teams.
Build strong working relationships across Exam Development, Learning Technology, Content Operations and other Education teams.
Oversee QA, QC and UAT activity to make sure candidate-facing practice and mock exam content is accurate, functional and ready for release.
Identify risks, capacity constraints and delivery trade-offs early, and recommend changes to sequencing, scope or resources where needed.
Improve workflows and documentation as content volumes and technical processes continue to evolve.
Maintain oversight of data integrity, metadata and the reliable operation of the systems and processes supporting the item banks.
What We’re Looking For
Strong project or programme management experience in a complex environment, with evidence of managing multiple interconnected workstreams from planning through delivery.
Demonstrable experience building and managing integrated schedules, dependencies, resources and competing priorities.
Experience working with technology-enabled operational or content workflows and enough technical fluency to understand system interactions, troubleshoot issues and work effectively with technical partners.
Experience with QA, QC and/or UAT processes, particularly around system implementations, enhancements or content delivery.
Familiarity with learning management systems, content management systems or comparable platforms.
Strong stakeholder management skills, with evidence of building relationships and influencing decisions across different teams.
Experience working with data, metadata or structured content where accuracy and integrity across systems are important.
Strong analytical and problem-solving skills, with the judgement to navigate ambiguity and make practical decisions when plans change.
Why Join Us
Take ownership of work that directly supports the quality and delivery of CFA Institute exam preparation and assessment content.
Work across content, technology and operations rather than within a narrowly defined project management remit.
Join a team with deep expertise in CFA Program exams, curriculum and item-bank management.
Help shape increasingly sophisticated workflows as the volume of content and the technology used to manage it continue to evolve.
Build relationships across multiple areas of Education and contribute to decisions about systems, processes, sequencing and delivery.
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 - $83,000 - $110,000 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.
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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
- Strong project or program management experience in a complex environment
- Experience managing multiple interconnected workstreams from planning through delivery
- Experience building and managing integrated schedules, dependencies, resources, and competing priorities
- Experience with technology-enabled operational or content workflows
- Technical fluency sufficient to understand system interactions, troubleshoot issues, and work with technical partners
- Experience with QA, QC, or UAT processes
- Experience with system implementations, enhancements, or content delivery
- Familiarity with learning management systems, content management systems, or comparable platforms
- Strong stakeholder management and cross-functional relationship-building skills
- Experience working with data, metadata, or structured content where cross-system accuracy and integrity are important
- Strong analytical and problem-solving skills
- Judgment to navigate ambiguity and make practical decisions when plans change
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.
