Jobs at CFA Institute

Develops CRM segmentation, audience strategies, predictive models, and personalized marketing campaigns using Salesforce platforms and SQL. Maintains audience libraries, validates data pipelines, governs customer data, supports experimentation and performance measurement, and creates lookalike and suppression audiences. Collaborates with Data Engineering, Data Science, IT, and marketing teams to ensure data quality, privacy compliance, campaign accuracy, and operational efficiency. Mentors analysts and marketers while improving CRM processes and personalization capabilities.

Leads CFA Institute’s global travel and corporate credit card programs, managing teams, budgets, suppliers, policies, controls, reporting, traveler support, card administration, and process improvements. Partners with Procurement, Treasury, Accounts Payable, Security, and other stakeholders to improve compliance, service quality, safety, efficiency, and cost management.

Leads strategy, roadmap ownership, development, launch, and lifecycle management for B2B learning and assessment products serving institutional investment clients. Builds product governance and development processes, translates customer and market insights into propositions, develops business cases, monitors performance, and coordinates technology, learning, sales, curriculum, and external stakeholders to deliver commercial growth.

Designs and governs digital, live, cohort-based, and AI-enabled learning experiences for institutional clients. Establishes learning design methodologies, quality standards, and assessment frameworks; facilitates workshops and other instructor-led programs; collaborates with subject matter experts, technology teams, and partners; applies adult learning science; uses AI authoring tools and learning analytics; and recommends portfolio-level learning strategy and improvements.

Drive day-to-day delivery of a global extended workforce programme across multiple regions. Responsibilities include supplier relationship and performance management, SOW oversight, platform configuration and optimisation, workforce reporting and analytics, stakeholder support, governance, policy implementation, and process improvement. The role partners across HR, Procurement, Legal, Finance, Technology, suppliers, and hiring managers to operationalise programme priorities and improve delivery.

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.

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 Membership programs and initiatives from definition through implementation. Creates delivery plans, governance, reporting, and decision-support materials; coordinates stakeholders across functions and global regions; manages risks, dependencies, competing priorities, and ambiguity; facilitates working groups and drives accountability without direct authority. Supports continuous improvement of Membership planning, portfolio governance, and reporting practices.

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.

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

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 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.