QUALIFICATIONS

• Bachelor’s degree or equivalent combination of education and experience.
• 7+ years of progressively responsible programme, initiative, transformation or project leadership experience, including independently shaping and leading complex business initiatives or portfolios of related work.
• Demonstrated experience leading multiple concurrent initiatives, programmes or workstreams in a complex, matrixed and evolving environment.
• Experience creating structure around ambiguous business priorities, defining delivery approaches and applying governance, planning, risk, dependency and reporting disciplines proportionately. Proven ability to create alignment across functions and geographies without direct authority, navigate competing priorities, clarify ownership and drive shared outcomes.
• Experience leading work across multiple geographies and coordinating stakeholders in different regions, ideally including major markets such as the US, India and China.
• Experience translating complex or evolving information into clear recommendations, executive summaries, presentations and decision-support materials for managers and senior stakeholders.
• PMP, PRINCE2, Agile or equivalent project/programme management training or certification preferred.

COMPETENCIES

• Initiative and programme leadership, with the ability to take an ambiguous priority, define the path forward and independently lead delivery through implementation.
• Ability to apply proportionate governance and delivery discipline, including management of outcomes, scope, timelines, milestones, risks, issues, decisions and dependencies.
• Strong strategic planning and organisational capability, with the ability to create structure, establish priorities and maintain momentum across multiple evolving areas of work.
• Advanced stakeholder leadership and influencing skills, including the ability to create alignment across functions, cultures and geographies without direct authority and to navigate competing priorities constructively.
• Strong judgement and problem-solving ability, including the capacity to work through ambiguity, clarify ownership, develop practical options and facilitate or escalate decisions appropriately.
• Strong communication and facilitation skills, including the ability to lead complex discussions and present clear recommendations, executive summaries and decision-support materials.
• Business awareness and the ability to connect programme and initiative delivery to Membership objectives while helping to develop and embed evolving governance, planning and reporting practices.
• Comfort leading work in a matrixed, global environment, coordinating stakeholders across time zones and regions where priorities, dependencies and operating models may continue to evolve.
• Proficiency with Microsoft Office and collaboration tools such as Excel, PowerPoint, SharePoint, Teams, Confluence, Jira or similar applications.

LEADERSHIP CAPABILITIES

• Accountable - Takes ownership for shaping and delivering assigned programmes and initiatives and follows through on commitments, risks, decisions and outcomes.
• Agile - Creates clarity in ambiguity and adapts plans, governance and ways of working as priorities, dependencies and stakeholder needs evolve.
• Collaborative - Builds alignment and effective partnerships across functions and geographies to enable shared outcomes.
• Effective Communication - Communicates complex or evolving information clearly and succinctly, facilitating understanding and effective decision-making.
• Organisational Awareness - Navigates stakeholders, cultures, competing priorities, dependencies and evolving governance routes to move work forward.

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.