We are seeking a dedicated Program Manager to lead this initiative from initial design and build through implementation and ongoing operation. This is a senior individual contributor role requiring strong program management, the ability to build trust and momentum across a global volunteer network, and the judgment to translate strategic intent into practical, scalable execution.
Key Responsibilities
Program Build & Launch
- Lead day-to-day execution of the financial literacy initiative, from concept through launch
- Translate strategic direction into a structured, phased project plan with clear milestones and deliverables
- Coordinate development of a centralized resource hub (content, tools, frameworks, and best practices)
- Partner with internal technology teams and, where needed, external vendors to design and deliver the underlying platform, content infrastructure, and user experience; assess existing CFAI digital properties (including Connexions) as potential platform options before committing to new build
- Establish initial governance, processes, and success metrics
Stakeholder & Network Coordination
- Serve as the primary point of coordination across CFA Institute and participating societies
- Engage and support a global working group of society leaders and subject matter experts
- Facilitate regular working group meetings (e.g., monthly), including agenda setting, materials, and follow-ups
- Identify, document, and elevate existing society-led financial literacy efforts and assets
- Navigate varying levels of readiness, capability, and priorities across markets
Content & Resource Curation
- Oversee identification, review, and organization of financial literacy content and tools
- Coordinate with subject matter experts to ensure quality, relevance, and consistency
- Support development of scalable frameworks that societies can adopt or adapt locally
- Ensure alignment with CFA Institute standards and positioning
Implementation & Scaling
- Support the Working Group in defining the evidence criteria that would trigger movement into a more structured phase of the initiative
- Capture learnings and refine tools, processes, and content accordingly
- Develop playbooks and guidance to enable broader network adoption
- Partner with Marketing and Communications teams to support brand awareness, positioning, and promotion of the initiative and its resources across global and local channels
- Partner with regional and society leaders to drive engagement and uptake
Ongoing Program Management
- Transition the initiative from build phase to steady-state operations
- Maintain and evolve the resource hub and supporting infrastructure
- Monitor performance metrics and impact indicators
- Identify opportunities for continuous improvement and expansion
- Manage initiative budget, including micro-grant administration and vendor or contractor relationships
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: UK £70,000-£90,000 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)/pension plan, and a comprehensive medical benefits package.
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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Skills Required
- Strong program management skills
- Ability to build trust and momentum across a global volunteer network
- Experience with content curation and user experience design
- Existing knowledge of financial literacy
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.
