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.

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.

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.

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.