CFA Institute

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.

Design, develop, and deliver Java-based applications while leading modernization and mentoring junior staff. | Strong experience in full-stack development using Java, React.js, AWS cloud services, RESTful APIs, and database management. | Are you an experienced full-stack developer with strong Java expertise? Do you enjoy building modern cloud-based applications and solving complex technical challenges? Looking for an opportunity to help modernise enterprise technology while working with a collaborative, agile engineering team? CFA Institute is hiring a Senior Full-Stack Developer to join our Application Development team. In this role, you will help modernise business-critical applications, leading the transition from Azure-based .NET solutions to AWS-based Java platforms while contributing across the full software development lifecycle. You will work alongside architects, engineers and cross-functional teams to design, develop and support scalable, secure applications. This is a hands-on senior engineering role suited to someone who enjoys technical leadership, mentoring others, delivering high-quality software and driving continuous improvement. What You'll Do Design, develop and deliver Java-based applications and services across the full software development lifecycle. Build modern full-stack solutions using Java, React and AWS cloud services. Develop and consume RESTful APIs and contribute to microservices-based architectures. Support the modernisation of Azure/.NET applications to AWS-based Java platforms. Lead code reviews, mentor colleagues and promote engineering best practices. Collaborate with architects and agile teams to deliver secure, scalable, high-quality software. Support production releases, ongoing maintenance and continuous improvement initiatives. What We're Looking For Strong experience building full-stack applications using Java (Java 25 preferred), React.js and AWS, with experience developing RESTful APIs and working with SQL or NoSQL databases. Experience with cloud-native development using AWS services such as Lambda, SNS/SQS, S3 and API Gateway. Strong communication and collaboration skills, with the ability to work effectively across agile, cross-functional teams. Experience with Azure, .NET/C#, application modernisation, CI/CD pipelines, Infrastructure as Code (IaC), mentoring developers or migrating applications from .NET to Java would be beneficial. Why Join Us Play a key role in modernising enterprise technology that supports CFA Institute's global mission. Work alongside experienced engineers and technology leaders on business-critical initiatives. Help shape best practices while contributing to a significant cloud modernisation programme. Join a collaborative, agile environment focused on innovation, quality and continuous learning. Benefit from flexible working arrangements and ongoing professional development. 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: $80,400 - $105,000 per year. 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.

Manage full product lifecycle and integrate AI capabilities into digital platforms. | Experience leading digital products through full lifecycle with Agile proficiency and strong stakeholder communication. | Are you passionate about turning complex research into digital products that create real-world impact? Do you enjoy partnering with business and technology teams to shape product strategy from concept through delivery? Are you excited by the opportunity to use emerging AI capabilities to enhance how people discover, engage with, and apply knowledge? CFA Institute is looking for a Senior Product Manager to help shape the digital future of our Research & Policy Center (RPC). In this role, you will translate research, policy and standards priorities into scalable digital products that support our "Foresight to Influence" vision. You will work closely with business stakeholders to understand complex problems, define product requirements, prioritise delivery and guide cross-functional teams to build solutions that deliver measurable value. You'll own product roadmaps, influence strategy, and help introduce AI-enabled approaches that improve how product artefacts are created and how users experience our digital platforms. This is an opportunity to work across research, policy and standards while partnering with engineering and business leaders to deliver products that advance CFA Institute's mission. What You'll Do Partner with research, policy and business stakeholders to understand strategic objectives and translate them into clear product requirements. Own and maintain product roadmaps, ensuring priorities align with business needs and long-term strategy. Act as the bridge between business and engineering teams, communicating priorities, timelines and expected outcomes. Lead product delivery from discovery through implementation using Agile product management practices. Create and manage product requirements, user stories and supporting documentation. Ensure products are delivered against agreed objectives, timelines and performance expectations. Drive continuous improvement by measuring product performance and refining priorities based on insights. Explore opportunities to leverage AI tools to improve product management processes, documentation and decision-making. Support digital products across the Research & Policy Center portfolio, including elements of the Codes and Standards product portfolio. Provide leadership across projects, with the opportunity to oversee contractors supporting key initiatives and potentially grow into future people leadership responsibilities. What We're Looking For Demonstrable experience leading digital products through the full product lifecycle within a product management environment. Experience working with research-focused organisations, research products, or complex research-driven environments. Proven ability to translate business problems into clear product requirements and work effectively between business stakeholders and engineering teams. Strong product roadmap ownership and prioritisation experience. Experience applying Agile methodologies, including backlog management, user stories and iterative delivery. Strong stakeholder management skills with the ability to influence across cross-functional teams. Experience delivering complex digital platforms or applications. An analytical mindset with the ability to understand user needs and define measurable product outcomes. Interest in applying AI tools and emerging technologies within product management. Excellent written and verbal communication skills. Why Join Us Help shape digital products that support globally recognised research, policy and professional standards. Influence product strategy across a growing portfolio with significant visibility across the organisation. Work closely with research, engineering and business leaders on meaningful, mission-driven initiatives. Play a key role in expanding the use of AI and modern product practices across the portfolio. Join a flexible, largely remote team with opportunities for in-person collaboration when needed. 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 - $106,400 - $141,000 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.