Jobs at CFA Institute

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 global end-user support, A/V operations, and device lifecycle programs. Manage internal teams and global vendors, establish SLAs and service models, drive continuous improvement, collaborate with Network/Security/Facilities, and optimize device supply chain, performance metrics, and customer experience for a distributed workforce.

The Product Manager will drive strategy and execution of marketing automation, optimizing outbound communications across channels including email, SMS, and WhatsApp using Salesforce and Marketing Cloud.

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.

Lead strategy and end-to-end delivery of back-office and financial systems products. Define vision, prioritize investments, manage full product lifecycles, drive modernization (automation/AI), ensure operational excellence, and coordinate cross-functional stakeholders to deliver measurable business value.

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.

Support CAS platforms (LogicGate, Onit, NetDocuments) by migrating manual processes into structured workflows. Elicit and document requirements, user stories, and acceptance criteria. Drive system enhancements, configuration, testing/UAT, issue resolution, and small-project delivery. Partner with legal, risk, compliance, product and engineering to improve controls, data integrity and operational efficiency.

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.

The CRM Data & Audience Lead designs audience strategies, optimizes segmentation logic, partners with Data Science, translates data into insights, and enhances audience frameworks for personalized marketing efforts.

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.

Manage speaker administration across multiple global events: scheduling, contracts, permissions, logistics, record-keeping, stakeholder coordination and escalation. Work with external speakers and internal teams to ensure speaker workflows run smoothly and risks are tracked and resolved to support major CFA Institute events.

Lead global exam delivery strategy, governance and administration for the CFA Program. Oversee vendor relationships, exam security, grading logistics, candidate policy, results reporting, and a specialist team. Drive policy evolution, stakeholder engagement, and a major test-vendor RFP while contributing to Education Leadership Team strategy.

Lead end-to-end localization delivery and quality for CFA Institute products. Combine hands-on linguistic review (Spanish LATAM) with program management: tooling (Phrase, CAT), TM/glossary governance, vendor management, cost control, security-compliant workflows, metrics, and continuous process improvement across multi-stakeholder, regulated environments.

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.