Jobs at CFA Institute

The Program Manager will lead the financial literacy initiative by overseeing program execution, stakeholder coordination, resource curation, and ongoing management of the initiative's operations and budget.

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.

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.

The Director, Continuing Education will develop and implement a global strategy for continuous professional development, collaborating across teams to deliver modern learning experiences tailored to member needs and industry standards.

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.

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

The Director, Standards and Metadata oversees content standards, governance, and metadata frameworks to enhance content discoverability and quality at a global scale, collaborating across functions to enable AI-driven strategies.