Join us to help build a high-performing, transparent, and data-driven Technology & AI Solutions organization. We’re looking for a seasoned operator and trusted advisor to the CIO to drive divisional performance, visibility, and alignment. In this role, you’ll connect strategy to execution, own key rhythms of the business, and ensure our investments, people, vendors, and processes are optimized to deliver impact. You’ll shape operating practices, lead cross-functional initiatives, and present clear KPIs and narratives to the Leadership Team and Board of Governors.
What You’ll DoRun the business of Technology & AI Solutions. Integrate strategic planning across business units; develop, collect, and report divisional metrics and KPIs for leaders and the Board.
Be the CIO’s trusted advisor. Represent the CIO and the division on key initiatives; provide confidential counsel on issues impacting the organization.
Own financial governance. Lead divisional budgeting, forecasting, and expense management in partnership with Finance; ensure robust tracking, quality control, compliance, and reporting.
Drive portfolio intake & prioritization. Establish and run intake and evaluation for new initiatives; facilitate business cases and alignment among senior stakeholders.
Orchestrate cross-functional delivery. Oversee projects requiring coordination across teams and divisions; identify and implement process/system improvements to increase efficiency and quality.
Lead vendor & contract lifecycle. Serve as the central point for contracts, procurement, and vendor management for the division.
Benchmark and continually improve. Oversee organizational benchmarking and assessments; formulate, recommend, and implement policies and procedures.
Communicate with clarity. Prepare executive materials and presentations; ensure consistent, transparent communication across the division.
Bachelor’s degree in business, finance, or related field (or equivalent experience).
7–10 years in a business/operations function where analytical rigor was critical to success.
Demonstrated leadership with a track record of developing and motivating teams; influential across functions and geographies.
Proven experience with budget management (ideally global) and strong financial/resource planning acumen.
Familiarity with project management principles and operating model adoption.
Excellent communication and executive presentation skills; highly organized, proactive, and adaptable in changing priorities.
Chief of Staff or senior strategic advisory experience supporting a C-suite executive.
Background in strategy/management consulting or enterprise strategy roles.
Track record as a bridge-builder/connector who strengthens cross-organizational partnerships and executive/Board communications.
Experience standing up and improving intake, portfolio governance, and KPI frameworks in technology organizations.
At CFA Institute, you’ll operate at the heart of a global mission-driven organization with the scope and support to modernize how Technology & AI Solutions delivers value. You’ll collaborate directly with the CIO and executive leaders, influence strategic decisions, and see your work reflected in outcomes for members, candidates, and the profession 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 (US): $200,000 - $230,000
Expected salary range (UK): £120,000 - £145,000
Other benefits include eligibility for annual incentives, generous retirement employer contribution, and competitive medical benefits.
All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals.
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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.
