Jobs at CFA Institute

Lead and deliver risk-based internal audits across operational, financial, compliance and technology areas. Develop audit methodology, workpapers and quality standards. Support audit planning, control testing and GRC tooling implementation. Use data, analytics and AI-enabled approaches, manage co-source partners, engage senior stakeholders, and recommend practical control and process improvements while building internal capability.

Lead end-to-end localization programs for Simplified Chinese: manage projects, ensure linguistic quality, govern TMs/termbases/glossaries, optimize tooling (Phrase/MemoQ/Trados/XTM), oversee vendors, control costs, enforce content security, and drive continuous improvement across localization workflows.

Lead build-out of Revenue Operations for CFA Institute's Institutional Solutions: design segmentation, opportunity definitions, pipeline discipline, forecasting, sales playbooks, governance, commercial enablement, and scale the RevOps team while partnering with Finance, Legal, People, and leadership to translate strategy into scalable operating models.

The UX Designer will lead design efforts, create user-centered designs, conduct usability testing, collaborate with teams, and ensure accessibility standards are met.

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.

Act as an FP&A business partner to divisional leaders, owning budgeting, forecasting, monthly reporting and variance analysis. Deliver narrative insights for senior leadership and board materials, support financial modelling, product profitability and headcount planning, and drive improvements in data quality, reporting processes and finance tooling.

Lead design and maintenance of learner-centric investment education content across CFA Institute products. Translate real-world investment practice into study materials, collaborate with SMEs and cross-functional teams, manage external authors and review cycles, and ensure curriculum alignment, accuracy, accessibility and timely delivery.

Lead day-to-day delivery of a new global Extended Workforce Programme: manage suppliers, SOWs, platform configuration and user support, produce workforce analytics and reporting, operationalise policies and governance, and support cross-functional stakeholders to translate strategy into consistent operational outcomes.

Lead design and delivery of a global compliance and ethics programme focused on third-party risk, due diligence, sanctions, conflicts of interest, risk assessments, training, stakeholder advisory, and metrics-driven reporting. Partner cross-functionally to embed practical controls, run processes end-to-end, and continuously improve programme effectiveness.