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Manages relationships with CFA Societies across the Americas, supporting governance, business and strategic planning, funding requests, operational effectiveness, volunteer engagement, and organizational improvement. Reviews plans, tracks commitments, identifies risks, coordinates cross-functional support, and advises society boards and leaders. The role also contributes to regional meetings, consulting engagements, reporting, and planning while escalating complex governance, financial, or reputational matters.

Leads relationships with a portfolio of complex CFA societies across the Americas. Advises boards and executives on governance, strategy, business planning, organizational effectiveness, membership value, risk, and funded initiatives. Reviews plans and performance data, escalates significant risks, coordinates cross-functional support, and contributes to regional planning and team development. This senior individual contributor role requires approximately 15–20% regional and occasional global travel.

Leads CFA Institute’s global contact center function across internal teams and managed-service vendors. Sets strategy, oversees service delivery, member and candidate experience, vendor SLAs and KPIs, budgets, policies, quality standards, and transformation initiatives. Manages senior leaders across regions, partners with executive and cross-functional stakeholders, and drives operational efficiency while developing the leadership bench. The role requires global service operations, change management, vendor governance, contact center technology, and budget leadership experience.

Leads CFA Institute’s macro systems and strategic foresight capability, analyzing structural disruptions affecting global finance. Develops scenario frameworks, transmission mechanisms, and decision-support insights; stress-tests research, standards, policy, and advocacy assumptions; produces executive briefings and external thought leadership; engages senior stakeholders and represents the organization externally. Manages and develops a specialized multidisciplinary team while translating complex uncertainty into clear priorities, implications, and recommendations.

Own procurement activities for an assigned spend category, including sourcing, vendor evaluation, negotiation, contracting, renewals, and supplier performance management. Develop category plans, conduct market and spend analysis, identify savings opportunities, and support vendor rationalization. Partner with stakeholders to improve procurement processes, manage changing expectations, track savings and compliance metrics, and contribute to procurement templates and playbooks.

Leads technical foresight on how AI and emerging technologies may reshape global finance. Assesses AI capabilities, architectures, scaling, constraints, governance, failure modes, and systemic risks; translates findings into scenarios, hypotheses, briefings, research priorities, and thought leadership. Partners with research, standards, advocacy, and industry stakeholders to stress-test assumptions and evaluate technology’s implications for investment workflows, institutions, markets, professional roles, and standards.

Leads macroeconomic and macro-financial analysis of structural disruptions affecting global finance, markets, investment practice, and institutions. Develops transmission mechanisms, scenarios, hypotheses, regime logics, and stress tests; identifies economic thresholds and reassessment triggers; partners with internal teams and external experts; and translates complex economic change into executive briefings, landscape assessments, and external thought leadership.

Leads global integrated brand campaigns from strategy through activation, optimization, and evaluation. Translates enterprise priorities into audience-focused programs across markets and channels, directing creative, media, content, digital, product marketing, regional teams, and agencies. Uses research, market intelligence, brand tracking, and performance data to guide investment and campaign decisions. Manages budgets, stakeholder alignment, governance, and capability development while influencing senior leaders and strengthening CFA Institute’s global brand.

Translates global brand strategies into scalable activation playbooks, toolkits, training, and resources for CFA Societies worldwide. Coordinates multi-market marketing initiatives, stakeholder relationships, brand governance, approvals, vendors, agencies, budgets, and timelines. Measures adoption, participation, engagement, and activation quality while sharing best practices across regions. Maintains the society marketing asset ecosystem and supports localized execution that remains consistent with enterprise brand standards.

Lead strategy and execution for CFA Institute's global B2B Institutional Solutions product portfolio. Define roadmaps, translate credentialing and curriculum into enterprise products, embed AI capabilities, partner with engineering and commercial teams, drive repeatable configurable offerings, manage budgets and vendor relationships, and develop business analysts. Maintain client discovery, market sensing, and cross-functional alignment to deliver scalable, measurable learning and assessment solutions for enterprise clients.