Jobs at CFA Institute

Manage education projects from planning through delivery, coordinating cross-functional teams, schedules, budgets, risks, dependencies, vendors, and stakeholder communications. The role supports CFA Institute credential and certificate development, curriculum updates, new product launches, and existing product enhancements. Responsibilities include maintaining project plans, monitoring financial performance, resolving issues, reporting progress, managing expectations, and promoting project management best practices across the Education Division.

Develops and leads CFA Institute’s membership growth marketing strategy across acquisition, nurture, conversion, and reactivation. Owns growth targets, forecasting, funnel performance, campaign roadmaps, and optimization. Connects audience segmentation, membership propositions, and channel opportunities to prioritize investment and growth initiatives. Coordinates cross-functional and regional delivery, manages stakeholders and dependencies, and improves new-member society affiliation. Requires strong commercial judgment, data literacy, campaign leadership, and experience in complex or global organizations.

Leads end-to-end development of CFA Institute curriculum and credentialing content, translating complex finance topics into rigorous, learner-centered materials. Responsibilities include research, drafting, peer review, editing, assessment development, author and subject-matter-expert collaboration, quality assurance, data-informed improvement, and thought leadership in finance education.

Leads market intelligence for CFA Institute by integrating diverse data sources, conducting market and competitive analysis, evaluating customer insights, and developing strategic recommendations. Owns research projects from problem definition through modeling and executive presentation. Maintains an AI-enabled knowledge hub, supports product and business strategy, monitors market trends, and advances research methodologies and intelligence tools across cross-functional teams.

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.

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.

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.

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.

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