CI

CFA Institute

4 open positions available

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1 employment type
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Full-time

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CFA Institute

VP, Digital Publishing

CFA InstituteAnywhereFull-time
View Job
Compensation$195K - 235K a year

Lead and manage digital publishing platforms, develop technology roadmaps, optimize content delivery workflows, and innovate with emerging digital trends. | Extensive experience in digital publishing, strong technical proficiency with CMS platforms, web performance, analytics tools, and leadership in cross-functional teams. | At CFA Institute, we are transforming how investment professionals around the world engage with our digital content and we’re looking for a VP, Digital Publishing to lead that evolution. In this role, you’ll own the platforms, infrastructure, and operations that power our global digital experiences across web, mobile, social, and e-commerce. You’ll connect big-picture strategy with hands-on execution, modernizing our digital publishing ecosystem to deliver high-performing, personalized content experiences that drive engagement, brand growth, and business value. This role reports to the Head, Content Technology and partners closely with leaders across Technology & AI, Marketing, Product, and Education to elevate how we create, manage, and deliver content at scale. What You’ll Do Strategy & Digital Ecosystem Leadership • Develop and execute the digital publishing technology roadmap in alignment with CFA Institute’s content and digital strategy. • Define the future-state architecture and key technology priorities for our publishing ecosystem, ensuring scalability, performance, and speed to market. • Translate organizational goals into actionable, measurable technology initiatives that support global reach, accessibility, and content personalization. Technology Management & Platform Operations • Lead day-to-day operations of all digital publishing platforms, including Adobe Experience Manager (AEM), CFA Institute websites, mobile applications, and e-commerce channels. • Oversee end-to-end content delivery workflows from authoring and approval through publication and performance tracking. • Drive modernization of legacy publishing environments, enabling automation, content reuse, and integration across systems and channels. • Partner with Infrastructure and Cybersecurity teams to ensure platform reliability, scalability, and security. Digital Operations & Performance Optimization • Establish and monitor performance, availability, and uptime metrics for publishing systems, driving continuous optimization. • Leverage analytics tools (e.g., Google Analytics, Adobe Analytics, dashboards) to understand engagement, conversion, and content effectiveness. • Collaborate with Product and Marketing to enhance user experience, page performance, and site conversion paths. • Implement a continuous improvement model to streamline workflows, reduce time to market, and remove operational friction. Content & Ecosystem Integration • Ensure all digital content is optimized for diverse platforms and audiences (desktop, mobile, apps, social). • Align publishing operations with the broader content ecosystem, including learning platforms, AI-enabled personalization, and data analytics systems. • Partner with editorial, design, and creative teams to enable efficient, user-centric content delivery through modern tooling and automation. Trend Analysis & Innovation • Monitor emerging trends in content technology, consumer behavior, and digital publishing innovation (e.g., AI/ML, AR/VR, voice experiences). • Evaluate, pilot, and scale new tools that enhance content creation, automation, and personalization. • Serve as a trusted advisor and thought partner on how technology can advance CFA Institute’s publishing capabilities and digital experience. What You’ll Bring Minimum Qualifications • Bachelor’s degree in Information Technology, Computer Science, Digital Media, or a related field. • 10+ years of experience in digital publishing, web technology, EdTech, or a closely related domain, including leadership roles overseeing platforms and delivery teams. • Deep technical proficiency with CMS platforms (such as Adobe Experience Manager, Drupal), cloud-based delivery environments, and integration frameworks. • Strong expertise in digital content delivery workflows and web performance optimization. • Proficiency with analytics tools (e.g., Google Analytics, Adobe Analytics) and data visualization or reporting platforms. • Demonstrated ability to align digital technology strategy with business and content objectives. • Proven track record of leading cross-functional teams and projects to deliver on time and on budget. • Excellent communication and stakeholder management skills, with the ability to bridge technical and non-technical teams. Preferred Qualifications • Experience in educational, EdTech, or professional learning environments. • Familiarity with learning-related technologies (e.g., cartridges, LTI technologies) and their integration into content ecosystems. • Experience supporting AI-enabled personalization, experimentation, or recommendation engines within digital experiences. • Background working in a global organization with complex stakeholder groups and distributed teams. • Demonstrated leadership capabilities aligned with our values: strategic, courageous, authentic, talent-focused, growth-minded, accountable, and agile. Why Join Us? • Shape a global digital ecosystem: You’ll be at the center of modernizing how CFA Institute delivers content to investment professionals worldwide. • High-impact, visible leadership role: Partner with senior leaders across Technology & AI, Marketing, Product, and Education to drive strategic transformation. • Innovate with modern tools and approaches: Lead the adoption of cutting-edge publishing technologies, automation, analytics, and AI-enabled experiences. • Collaborative, mission-driven culture: Join a team that values curiosity, integrity, and continuous improvement in service of our mission to advance the investment profession. • Flexible global environment: Work with colleagues across regions and functions in a hybrid and digitally forward environment. Compensation & Benefits Transparency 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: $195,000 - $235,000 Other benefits include eligibility for annual incentives, 12% retirement employer contribution, 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. 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. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.

Web Content Management
Digital Publishing Platforms
Content Strategy
Analytics & Data Visualization
Web Performance Optimization
Verified Source
Posted 11 days ago
CFA Institute

Head Content Technology

CFA InstituteAnywhereFull-time
View Job
Compensation$195K - 235K a year

Lead the strategy, development, and management of a global digital content and learning ecosystem, including overseeing platforms, driving innovation, and ensuring compliance and accessibility. | Extensive experience in digital content management, enterprise-scale operations, and leading platform modernization, with strong leadership skills and familiarity with AI integration. | CFA Institute is seeking a visionary Head, Content Technology to lead the next generation of our global digital content and learning ecosystem. In this highly visible leadership role, you will own the strategy, innovation, and operations of our content technology platforms spanning digital publishing, learning technologies, and emerging AI-driven experiences. You’ll shape how our candidates, members, and stakeholders access and engage with content worldwide, from creation and curation to publishing, delivery, and performance analytics. Reporting to the Chief Information Officer and working closely with AI Enablement, Product, Marketing, and business leaders, you’ll drive a modern, scalable content ecosystem that powers world-class learner and member experiences. What You’ll Do Set and govern the content technology strategy • Develop and execute a long-term content technology roadmap that supports CFA Institute’s strategic objectives and digital transformation agenda. • Align strategy across publishing, learning, and AI enablement to create a cohesive, efficient, and scalable content ecosystem. • Define and govern standards, workflows, and policies for content creation, curation, publication, and archiving across platforms. • Ensure all content platforms and operations adhere to accessibility, compliance, security, and quality standards. Lead digital publishing and learning platforms • Oversee end-to-end operations of digital publishing systems (e.g., Adobe Experience Manager, mobile apps, global websites) and learning technologies supporting candidate and member journeys. • Lead the modernization of legacy publishing platforms, ensuring seamless integration with learning, data, and analytics ecosystems. • Drive the print-to-digital transformation, building automated, scalable publishing workflows that enable omnichannel content delivery. • Partner with the Head of AI Enablement to embed generative AI, personalization engines, and intelligent content tagging into production workflows. Drive performance, analytics, and continuous improvement • Define KPIs and measurement frameworks for content performance, user engagement, platform availability, and operational efficiency. • Implement analytics dashboards and mechanisms that inform strategic and operational decisions across Technology, Product, and Marketing. • Translate data and trend insights into actionable recommendations to improve content reach, effectiveness, and ROI. • Collaborate with Marketing, Product, and Learning teams to optimize user journeys, conversion, and learner engagement. Own budgets, resources, and vendors • Develop and manage multi-million-dollar budgets for content and learning technology operations. • Oversee key vendor relationships and contract negotiations for CMS, LMS/LXP platforms, analytics tools, and AI services. • Prioritize investments and resourcing based on business impact, scalability, resilience, and sustainability. • Build and lead high-performing global teams, fostering collaboration across a matrixed organization. Champion innovation and emerging technologies • Identify, evaluate, and pilot emerging technologies (e.g., AI-driven content creation, augmented reality learning, voice interfaces, intelligent automation) to enhance user experiences. • Partner closely with AI Enablement and data leaders to operationalize new AI capabilities in content workflows and personalization. • Foster a culture of continuous improvement, experimentation, and learning, ensuring CFA Institute remains at the forefront of digital publishing and learning innovation. What You’ll Bring – Minimum Qualifications • Bachelor’s degree in computer science, information systems, digital media, educational technology, or a related field. • 15+ years of experience in educational technology, publishing, or digital content management, including leadership of enterprise-scale content operations. • Proven track record leading print-to-digital transformation and managing AI-based digital content ecosystems. • Demonstrated expertise with digital publishing platforms, learning management systems (LMS/LXP), and cloud-based content delivery networks. • Strong leadership experience managing global teams, budgets, and vendors in a matrixed environment. • Deep understanding of content strategy, metadata management, SEO, and analytics platforms. • Ability to synthesize data, technology trends, and business needs into clear strategic decisions and roadmaps. • Exceptional communication, stakeholder management, and executive presentation skills. • Demonstrated leadership behaviors aligned to our Leadership Capabilities, including strategic thinking, courage, authenticity, talent development, growth mindset, accountability, and agility. What You’ll Bring – Preferred Qualifications • Advanced degree (e.g., Master’s in Information Systems, Computer Science, Digital Media, or MBA). • Experience in professional education, assessment, certification, or membership-based organizations. • Hands-on familiarity with Adobe Experience Manager (AEM) or similar enterprise CMS, and modern learning ecosystems (LMS/LXP, DAM, CRM, marketing automation). • Experience integrating AI/ML, personalization engines, or recommendation systems into content and learning platforms. • Background leading large-scale platform modernization, re-platforming, or cloud migration initiatives. • Demonstrated success driving organizational change in complex, global environments. • Comfort navigating the intersection of technology, content, and business strategy, with an “outside-in” perspective on trends in digital experiences and learning. Why Join Us? At CFA Institute, you will: • Shape a global content and learning ecosystem that serves investment professionals, candidates, and partners around the world. • Work at the intersection of technology, AI, and education, leading a portfolio that directly impacts learner and member success. • Collaborate with senior leaders and cross-functional teams across Technology & AI, Product, Learning, and Marketing. • Lead and develop diverse, high-performing teams, with opportunities to mentor, coach, and build future leaders. • Join an organization committed to professional excellence, ethics, and the advancement of the investment profession. • Benefit from a flexible, collaborative, and growth-minded culture that values innovation, accountability, and continuous learning. Compensation & Benefits Transparency 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: $195,000 - $235,000 Other benefits include eligibility for annual incentives, 12% retirement employer contribution, 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. 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. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.

Content Strategy & Editorial Leadership
Financial & Policy Communications
UX Writing & Accessibility
Knowledge Base & CMS Management
Regulatory Reporting & White Papers
Data Visualization & Plain Language Translation
Verified Source
Posted 11 days ago
CI

Candidate & Learner Services Coordinator

CFA InstituteAnywhereFull-time
View Job
Compensation$58K - 68K a year

Serve as a key point of contact for learners and candidates across CFA Institute’s education portfolio. Coordinate and manage learner experiences within the learning platform, including responding to queries and monitoring engagement. | Bachelor’s degree or equivalent combination of education and experience is required. Strong communication and interpersonal skills with a professional, diplomatic approach are essential. | Are you passionate about supporting learners and improving educational experiences? Do you thrive in a fast-paced, detail-oriented environment where your communication and coordination skills make a real impact? Are you excited by the idea of working with a global team to support candidates on their professional journey? If so, we’d love to meet you. What You’ll Do Serve as a key point of contact for learners and candidates across CFA Institute’s education portfolio. Coordinate and manage learner experiences within the learning platform, including responding to queries and monitoring engagement. Support the delivery of educational products by compiling learner data, generating reports, and sharing insights with internal stakeholders. Collaborate with content and technology teams to troubleshoot issues and improve course quality. Develop and maintain internal training and reference materials to support team operations and onboarding. Participate in beta testing and live course sessions to ensure smooth delivery and learner satisfaction. Stay up to date with Canvas/Instructure features to enhance learner support capabilities. What We’re Looking For Bachelor’s degree or equivalent combination of education and experience. Strong communication and interpersonal skills with a professional, diplomatic approach. Proven ability to manage multiple priorities, work independently, and meet deadlines. Experience in a client-centered environment with a high attention to detail. Familiarity with Microsoft 365 (especially MS Teams); experience with webinar platforms, SharePoint, or Salesforce is a plus. Experience with learning platforms (Canvas preferred) is advantageous but not required. A collaborative mindset with a willingness to ask questions, solve problems, and suggest improvements. Fluency in English is required; additional languages are a plus. Experience in a multinational or finance-related environment is beneficial. Why Join Us Be part of a mission-driven organization that supports the global investment profession. Work in a collaborative, inclusive, and flexible environment with colleagues around the world. Gain exposure to innovative educational technologies and global learners. Enjoy opportunities for professional growth and development. Contribute to meaningful work that empowers learners and enhances the future of finance. 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: $58,000-68,000 annually All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package. #LI-BQ1 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. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome. When you work at CFA Institute, you become part of something bigger. We are a globally renowned company, continually striving to promote the highest standards of ethics and professional excellence in the investment industry. The skills and experience you develop during your career helps us achieve that mission – by investing in our employees, we can all succeed. Professional Development When you're able to continually develop your skills and capabilities, we can work together towards a better future. Health & Well-being Our benefits packages compare with the best in the industry, because what matters most to you matters to us. Corporate Citizenship We support community engagement, including a volunteer time off benefit so you can help serve your community. Culture The values of Curiosity, Inclusion, Trust, and Service guide our actions, creating a culture where you feel supported. Inclusion & Diversity Through initiatives like Employee Resource Groups, every one of us can feel welcomed, respected, and safe. Sustainability We are committed to environmental sustainability with continuous efforts to track and mitigate our carbon emissions.

Communication
Interpersonal Skills
Detail Orientation
Client-Centered Environment
Microsoft 365
Webinar Platforms
SharePoint
Salesforce
Learning Platforms
Collaboration
Problem Solving
Data Compilation
Report Generation
Course Quality Improvement
Training Material Development
Beta Testing
English Fluency
Direct Apply
Posted 2 months ago
CFA Institute

Client Services Representative - Night Shift

CFA InstituteAnywhereFull-time
View Job
Compensation$50K - 55K a year

Serve as the first point of contact for global clients providing empathetic support via multiple channels, troubleshooting technical and administrative issues, and collaborating across teams to enhance client experience. | Experience in fast-paced customer service or contact center roles, proficiency with case management tools, strong communication and organizational skills, tech-savviness, and residing near Charlottesville, VA. | Are you passionate about delivering exceptional customer experiences? Do you thrive in fast-paced environments where empathy, agility, and critical thinking are key? Are you ready to be the voice of a global organization and make a meaningful impact every day? Join CFA Institute as a Client Services Representative (CSR) and become part of a team that’s redefining client engagement across the financial industry. This is a Night Shift role with the option of working either Sun-Thur 9pm-6am or Mon-Thur 7pm-6am. The work schedule is a hybrid schedule, with one day per month in the Charlottesville, Virginia office. What You'll Do • Serve as the first point of contact for global candidates and members, delivering accurate and empathetic support across voice, chat, and written channels. • Act as a brand ambassador by personalizing client interactions and ensuring first-contact resolution. • Troubleshoot technical, functional, and administrative issues with CFA Institute’s portal and vendor products. • Handle sensitive information with discretion and adhere to strict data security protocols. • Collaborate cross-functionally with IT, Credentialing, Marketing, and other teams to improve client experience. • Maintain high performance standards across quality assurance, customer satisfaction, and productivity metrics. • Stay current with product knowledge and technology advancements to support a seamless client journey. • Demonstrate cultural awareness and inclusivity in every interaction. What We’re Looking For • Proven success in a fast-paced customer service or contact center environment, comfortable with both phone and email based customer service. • Experience with Salesforce Service Cloud or similar case management platforms (preferred). • Strong organizational skills and ability to manage multiple priorities independently. • Excellent verbal and written communication skills with a professional and diplomatic tone. • Detail-oriented, tech-savvy, and comfortable learning new tools and systems. • Fluency in English required; additional languages are a plus. • A global mindset and appreciation for diverse perspectives. • Must reside within a commutable distance to Charlottesville, Virginia. 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: $50,000-55,000 annually All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package. 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. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.

Customer service
Technical troubleshooting
Case management platforms (Salesforce Service Cloud preferred)
Communication skills
Organizational skills
Data security protocols
Cross-functional collaboration
Verified Source
Posted 3 months ago

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