Job Description

Location: London | New York or Charlottesville, VA | Hybrid

Are you someone who knows exactly who to bring together to create a high-impact industry conversation? Can you identify the themes shaping the investment profession and turn them into influential forums and communities? And do you have the credibility to engage senior stakeholders and position an organisation as a trusted voice in that space?

At CFA Institute, we are hiring a Senior Director, Industry Engagement & Platforms to build and lead a new global capability focused on professional communities, industry convening, and Society-enabled engagement. Reporting to the Head of Events / Audience Development, this role will design scalable engagement platforms that connect CFA Institute research, senior industry stakeholders, and targeted professional audiences across the global investment ecosystem. This is not an event logistics role; it is a strategic, externally facing leadership role focused on building influence, structure, and long-term member and industry value.

What You’ll Do

• Design and build a global strategy for professional communities and engagement platforms, creating scalable and repeatable models for industry engagement

• Identify and convene senior stakeholders across the investment ecosystem, curating high-value forums, roundtables, and peer networks around key themes

• Establish and grow targeted audience communities (e.g. private wealth, asset owners), ensuring relevance, quality, and influence

• Own and scale the Institute–Society co-delivery model, defining standards, governance, and ways of working to enable consistent global execution

• Develop strategic partnerships with CFA Societies, industry bodies, and leading organisations such as financial media and global institutions

• Connect CFA Institute research with industry dialogue, creating feedback loops that inform future research and thought leadership

• Define success metrics across audience reach, engagement quality, and portfolio performance, ensuring sustainable and measurable impact

• Build and lead a new team from the ground up, starting with an initial Manager-level hire

What We’re Looking For

Essential experience

• Proven experience engaging and influencing senior stakeholders (C-suite / CIO level) within the investment management industry or closely related ecosystems (e.g. financial media, professional services, or industry forums and networks)

• Experience convening senior audiences through forums, roundtables, or professional networks, with a clear understanding of how to bring together the right people around relevant themes

• Experience building or scaling professional communities, engagement platforms, or industry networks with defined audiences and purpose

• Strong understanding of how to translate thought leadership or industry themes into compelling engagement opportunities

• Experience developing structured external partnerships or delivery models (e.g. with associations, networks, or industry organisations)

• Demonstrated ability to build or shape teams and operate effectively in a player-coach capacity

• Strong commercial and strategic awareness, including the ability to define success metrics and sustainable engagement models

Nice to have

• Familiarity with the investment management industry and key market themes

• Experience in financial journalism, industry platforms, or membership organisations

• Existing network across asset owners, private wealth, or institutional investors

• Familiarity with CFA Institute’s mission and the broader investment ecosystem

Why Join Us

• Build a new global capability from the ground up with direct impact on Strategy 2030

• Shape how CFA Institute engages with the global investment profession at the highest level

• Work with senior leaders, global stakeholders, and leading industry organisations

• Gain exposure across research, membership, education, and external partnerships

• Lead and grow a function with clear scope for expansion and long-term influence

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: US $170,000-$210,000 / UK £120,000-£135,000 per year. All salary ranges are subject to adjustment based on experience, education, and geographic location.Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k)/pension plan, and a comprehensive medical benefits package.

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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 humanresources@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.

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