Teams 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.