Are you a portfolio-driven project leader who thrives in complexity and wants to shape how enterprise work gets delivered?
The Senior Project Manager, Membership Initiatives is the central owner of project and portfolio delivery for CFA Institute’s global Membership organization. This role ensures that high-priority membership initiatives—including new membership classes, benefits, services, and operational improvements—are well-governed, strategically prioritized, appropriately resourced, and delivered with measurable impact.
This is a highly visible, hands-on leadership role that combines direct ownership of critical initiatives with the opportunity to build and mature project and portfolio management (PPM) capabilities across the Membership division. You will partner closely with senior leaders and cross-functional teams to improve delivery speed, predictability, financial outcomes, and decision-making quality across a complex, global portfolio.
What You’ll DoOwn the health, outcomes, and financial impact of the global Membership project portfolio, ensuring alignment with enterprise priorities.
Lead high-profile projects and strategic initiatives, modeling excellence in project and program delivery.
Design, implement, and continuously improve project intake, prioritization, governance, and business value assessment processes.
Develop and deliver portfolio-level tracking, reporting, and insights for senior leadership to enable data-driven decision-making.
Establish and mature project management standards, tools, templates, and best practices across the Membership organization.
Coach, mentor, and oversee internal and external project managers supporting the Membership portfolio.
Partner with senior stakeholders across Education, Research, Events, Product, Marketing, and local CFA societies to manage dependencies and deliver value to members.
Proactively identify and manage risks, issues, interdependencies, and resource constraints across concurrent initiatives.
Influence without authority in a matrixed, global environment while maintaining accountability for scope, schedule, budget, and quality.
Minimum Qualifications
7+ years of experience leading complex, cross-functional projects, programs, and portfolios.
Demonstrated success building or maturing project and portfolio management frameworks—not just executing individual projects.
Strong executive-level communication and stakeholder management skills, including experience presenting portfolio status, risks, and trade-offs.
Proven ability to manage multiple concurrent, high-stakes initiatives with financial and delivery accountability.
Bachelor’s degree in a relevant field, or an equivalent combination of education and experience.
Preferred Qualifications
PMP, PMI-ACP, PRINCE2, or similar project management certification.
Experience in professional, membership-based, education, credentialing, or regulated organizations.
Prior people leadership, mentoring, or PMO leadership experience.
Familiarity with portfolio management tools, reporting automation, and continuous improvement practices.
Own a visible, enterprise-level portfolio that is central to CFA Institute’s membership strategy and mission.
Shape how work gets done by building sustainable delivery capabilities—not just executing projects.
Partner closely with senior leaders on strategic, global initiatives with meaningful member impact.
Join a mission-driven, globally respected organization committed to professional excellence.
Benefit from a flexible remote or hybrid work model and a culture that values accountability, agility, and continuous improvement.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position:
Expected salary range for London based candidates: 70,000 - 85000 GBP
Expected salary range for US based candidates: 110,000 - 135,000 USD
Other benefits include eligibility for annual incentives, employer retirement contributions, and competitive medical benefits.
All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals.
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About CFA Institute
CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.
Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.
Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [email protected] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
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