CFA Institute

Design and deliver production AI and machine learning solutions while guiding engineers and collaborating across teams to ensure scalable, secure systems aligned with organizational strategy. | Requires at least seven years of progressive software, data, or AI engineering experience delivering production-grade solutions and a bachelor's degree in a relevant field; a master's degree is preferred. | The Lead AI Engineer is a senior individual contributor and technical subject-matter expert responsible for designing, building, and delivering production-grade artificial intelligence and machine learning solutions at CFA Institute. The role applies advanced technical expertise to resolve complex engineering problems, contributes to the advancement of enterprise AI engineering best practices, and delivers AI enabled projects consistent with the organization’s strategic initiatives. The Lead AI Engineer partners with Product, Data, Security, and business colleagues to translate business needs into scalable, secure, and responsible AI capabilities, and provides technical guidance to less-experienced engineers. This role may be based in eligible US jurisdictions and reports to the Senior Director, AI Engineering. What You’ll Do Lead the architecture, and delivery of production-grade AI and machine learning capabilities, integrating models, data pipelines, and AI-enabled product features in alignment with enterprise engineering standards and strategy Serve as a technical subject-matter expert in AI engineering, resolving complex design, performance, and reliability problems using advanced expertise and experience. Deliver medium-sized AI engineering projects, or larger projects of lower complexity, managing scope, schedule, risk, and quality, and managing budget where assigned. Balance multiple, sometimes competing, priorities across projects and stakeholders, and escalate matters of the highest complexity or consequence to the Senior Director. Apply engineering best practices, including MLOps, CI/CD for models, testing, observability, and secure development, and contribute recommendations that advance team standards and ways of working. Use sound judgment to adapt or work outside established processes when needed to achieve results, and communicate those decisions and their rationale to leadership. Diagnose and correct the most complex defects in AI applications, data pipelines, and model behavior, and support incident response and remediation. Contribute to the AI engineering roadmap by evaluating emerging technologies and recommending technical approaches that improve solution quality and better meet user needs. Partner with Product, Data, Security, Legal, Risk, and business stakeholders to define and document requirements and to support ethical, secure, and compliant AI deployment. Provide technical guidance, code review, and mentoring to less-experienced engineers, and oversee the quality of work produced by lower-grade colleagues on assigned projects, without formal people management responsibility. Maintain current knowledge of AI technologies, external regulation, and industry best practices through ongoing learning. What You'll Bring Bachelor's degree required in computer science, data science, AI, engineering, or a related field; master's degree or equivalent experience preferred. 7+ years of progressive experience in software, data, or AI engineering, including delivery of production-grade AI or machine learning solutions in an enterprise environment. Advanced technical expertise in AI/ML engineering, application development, and the software development life cycle, including testing, versioning, and deployment. Demonstrated experience leading the delivery of medium-sized projects and providing technical guidance to other engineers; formal people management experience is not required. Demonstrated ability to resolve complex technical problems, balance competing priorities, and exercise sound judgment on when to escalate. Working knowledge of responsible AI, model governance, and security and compliance considerations for AI systems. Strong communication and collaboration skills, with the ability to explain technical concepts to technical and non-technical audiences. 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 Metro Locations (New York, NY and Washington DC) $137,000 - $229,000 per year. National Locations $110,000 - $184,000. 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. 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. Follow CFA Institute on: LinkedIn | YouTube | Facebook | Instagram | WeChat | Weibo 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.

Own procurement lifecycle including sourcing, negotiation, and vendor management for assigned categories. | Experience in strategic sourcing, category management, commercial negotiation, and strong stakeholder management. | Are you experienced in managing the procurement lifecycle from sourcing and negotiation through to vendor and contract management? Do you know how to challenge established ways of working while bringing stakeholders with you? Are you excited by the opportunity to help shape a procurement function as it evolves? CFA Institute is looking for an Associate Category Manager to support the continued development of our Procurement & Vendor Management function. You will take ownership across the procurement lifecycle for an assigned spend category, partnering closely with stakeholders to understand their needs, develop sourcing approaches, negotiate with vendors and manage ongoing supplier relationships. This is an opportunity to bring established strategic procurement practices into an evolving environment. You will use your procurement expertise to identify opportunities, introduce more structured ways of working and help stakeholders understand the value a strategic procurement approach can bring. What You’ll Do Manage activity across the procurement lifecycle, including sourcing, vendor evaluation, negotiation, contracting and ongoing vendor management. Partner with business stakeholders to understand requirements and translate them into effective sourcing strategies and category plans. Lead or support competitive sourcing activity, including RFI, RFP and RFQ processes, vendor evaluation and award recommendations. Negotiate with vendors to secure strong commercial outcomes while balancing cost, quality, risk and business requirements. Manage contracts across their lifecycle, including renewals, amendments and expiration tracking, working in partnership with Legal where appropriate. Monitor vendor performance against agreed SLAs and KPIs and support action where performance gaps are identified. Use market research, spend analysis and supplier insight to identify opportunities such as vendor rationalisation, consolidation and improved management of tail spend. Support stakeholders through evolving procurement processes and ways of working, explaining requirements clearly and handling challenging or sensitive conversations constructively. Track category performance, savings and compliance metrics and contribute to the continued improvement of procurement processes, templates and playbooks. What We’re Looking For Strong, demonstrable experience across procurement, strategic sourcing, category management or contract management, with clear personal ownership of procurement outcomes. Proven experience managing the procurement lifecycle, including sourcing, commercial negotiation and vendor management. Experience within services procurement, with an understanding of procurement environments beyond goods, manufacturing, logistics or production supply chains. Evidence of personally leading or contributing significantly to vendor negotiations and competitive sourcing activity. Strong stakeholder management skills, including the confidence to challenge existing approaches and influence new ways of working. Working knowledge of contracts and key commercial terms, with experience supporting contracts through their lifecycle. An analytical approach and the ability to work with spend information, supplier proposals and performance measures. Confidence operating in an evolving environment where established processes and stakeholder expectations are changing. A collaborative, team-oriented approach combined with the ability to take individual ownership and clearly articulate your own contribution and decisions. An open mindset and interest in exploring new ways of working and emerging tools. Why Join Us Play a meaningful role in CFA Institute’s evolution from a purchasing-led environment toward a more strategic procurement and category management model. Bring your procurement expertise to an environment where you can help shape how the function works with the wider business. Own activity across the procurement lifecycle rather than focusing on only one stage of the process. Work closely with stakeholders across the organisation and help introduce more structured, strategic approaches to sourcing and vendor management. Join a collaborative environment where curiosity, new ideas and an open approach to improving how work gets done are valued. 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 - $83,000 - $110,000 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 pension plan, and a comprehensive medical benefits package. 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. Follow CFA Institute on: LinkedIn | YouTube | Facebook | Instagram | WeChat | Weibo 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.

Lead implementation of strategic plan and coordinate governance activities while managing publication pipelines and operational priorities. | Experience supporting governance or executive leadership, strong strategic planning, organizational skills, project management proficiency, and nonprofit operations knowledge. | Operations Manager, Research Foundation About the Role The Operations Manager, Research Foundation is a key operational partner to the Research Foundation Board of Trustees and Executive Committee, executing strategic priorities, governance activities, publication oversight, and stakeholder engagement on their behalf. The role sits at the intersection of Board priorities, research activities, operational processes, and external engagement. Working closely with Board leadership, Research Directors, the Business Operations Associate, RPC leadership, CFA Institute functions, and external stakeholders, you'll lead strategic planning activities, monitor progress against objectives, support governance processes, and keep communication flowing across a complex, multi-stakeholder environment. This role has dual reporting to the Head, Content Asset Strategy and the Research Foundation Board Chair. Role Responsibilities Lead implementation of the Research Foundation's strategic plan and annual priorities, tracking progress against objectives and KPIs and reporting to Board leadership. Coordinate and lead governance activities supporting the Board of Trustees, Executive Committee, Governance & Nominating Committee, Research Committee, Planning and Marketing Committee and Finance Committee - including Board meeting preparation, succession planning, and the annual Vertin Award nomination and selection process Develop and maintain project tracking tools, reporting mechanisms, and operational processes that support efficient execution of Foundation initiatives. Serve as the primary coordination point between the Research Foundation, RPC, and CFA Institute stakeholders, facilitating communication and collaboration across groups. Liaise with Research Directors on the research and publication pipeline, priorities, and agenda development, tracking projects through development, review, and publication. Lead content promotion activities and contractor relationships and engage with CFA societies to grow awareness of Research Foundation content. Maintain visibility into operational priorities, dependencies, timelines, and risks - escalating issues and recommending process improvements as needed. What You'll Bring Demonstrated experience leading or supporting governance bodies, boards, committees, or executive leadership groups. Strong understanding of governance practices, budgeting, and nonprofit or association operations. Experience driving complex projects and operational management initiatives, with strong strategic planning and organizational skills across multiple, competing priorities. Proven ability to build trusted stakeholder relationships and lead cross-functional collaboration in matrixed organizations. Excellent written, verbal, and presentation communication skills. Proficiency with workflow management and project tracking tools. Familiarity with the investment industry, CFA Institute, and/or CFA societies preferred. Nice to Have Experience working closely with Board leadership as a strategic partner Experience within nonprofit, foundation, association, or membership-based organizations Experience with promotion or marketing programs, and managing external vendor, contractor, or agency relationships Familiarity with investment research, publishing, or thought leadership organizations Advanced project management certification or governance-related training Why Join Us A high-visibility role partnering directly with Board leadership and shaping how the Research Foundation executes its strategic priorities Broad scope spanning governance, publications, and stakeholder engagement across the global investment research community The chance to work at the intersection of CFA Institute, the Research Foundation, and the worldwide CFA societies network 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: $83,000 - $110,700 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position including location. 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. 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. Follow CFA Institute on: LinkedIn | YouTube | Facebook | Instagram | WeChat | Weibo 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.