Job Description

Location New York, NY (hybrid).

Do you enjoy building trusted relationships with senior investment-industry leaders and turning those relationships into high-quality, unique engagement opportunities? Can you combine event programming, content judgement and client relationship management with the precision required for senior executive-level audiences? Are you looking for a newly created role where initiative, judgement and external credibility will matter every day? Are you someone able to help craft that role as it evolves to fit the changing needs of the organisation?

CFA Institute is hiring a Manager, Industry Engagement & Platforms to help execute senior-level industry engagement platforms and relationship-led programmes across our global investment community. Reporting to the Senior Director, Industry Engagement & Platforms, you will help turn strategic relationship frameworks into well-run, high-value engagement experiences for firms, CFA Societies, speakers, sponsors and senior industry participants.

In this role, you will help deliver peer-to-peer professional engagement models and CFA Society-enabled partnerships, supporting content strategy, agenda development, speaker engagement and cross-functional delivery for senior leadership cohorts across asset management and finance firms.

What You'll Do

• Execute relationship-led engagement platforms involving senior practitioners, firms, sponsors, CFA Societies and internal partners.

• Support peer-to-peer professional engagement models and CFA Society-enabled delivery partnerships that strengthen member value and institutional relationships.

• Manage content research and agenda development for assigned engagement activity, from research and ideation through to agenda release and onsite execution.

• Turn themes, trends and insights into reusable content that can support multiple divisions across CFA Institute.

• Identify, evaluate, recruit and brief high-calibre speakers and senior contributors.

• Act as a front-line relationship and delivery point for selected senior external and internal stakeholders.

• Coordinate cross-functional delivery across internal stakeholders including Marketing, Community, Societies, the Research & Policy Center, sponsors, speaker management and event partners.

• Help manage reputational, content and relationship risks before and during live events.

• Use qualitative and quantitative feedback to improve programming, audience value and portfolio consistency.

What We're Looking For

• 5+ years' experience in project or programme management, event programming, client relationship management, industry engagement, or a related professional services / events environment.

• Direct experience managing senior stakeholder or client relationships where judgement, responsiveness and communication quality matter.

• Demonstrable understanding of investment-industry themes and trends, ideally gained through financial services, investment events, professional education, research, publishing or member / community engagement.

• Experience supporting event programming, content strategy, agenda development, speaker engagement, or programme delivery.

• Ability to work independently, exercise judgement, know when to escalate and carry work forward without heavy direction.

• Strong written and verbal communication, with credibility engaging senior-level internal and external stakeholders.

• Comfort influencing without formal authority in high-visibility environments and coordinating multiple complex initiatives at once.

Nice to have

• Experience in investment-industry events, financial media / events, professional associations, member organisations, or CFA Society partnership environments.

• Exposure to sponsorship, peer-to-peer community models, senior practitioner networks, or executive-level engagement programmes.

• Familiarity with audience feedback, event performance metrics, content risk management or data-informed programme improvement.

Why Join Us

• Join a newly created role in a newly formed team, with scope to shape how industry engagement is delivered.

• Take on a broad generalist role offering growth across relationships, content, programming and platform delivery.

• Work closely with senior investment-industry leaders and build a meaningful professional network.

• Help connect CFA Institute more deeply with firms, societies and professional communities globally.

• Be part of a mission-driven organisation focused on advancing the investment profession.

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: $120,000 - $140,000 per year. Actual salary within the stated range will depend on the individual's experience, qualifications, skills, location, and other job-related factors. Additional benefits include eligibility for an annual discretionary incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

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We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits

About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.

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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.

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 TAHelpdesk@cfainstitute.org 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.