CFA Institute

Design, develop, and unit test AI-enabled software solutions including rapid prototyping and building agentic workflows. | At least 5 years professional software development with strong full-stack/backend skills, experience in generative AI solutions, and proficiency in Python and/or TypeScript/Node.js. | Are you a senior developer who thrives in collaborative environments and enjoys raising the bar for how teams build AI solutions? Do you bring both hands-on engineering depth and the ability to help shape standards, design patterns, and best practices within a growing AI Center of Excellence? Design, develop, and unit test end-to-end AI-enabled software solutions following standard software development lifecycle practices. Rapidly prototype AI capabilities from concept to demonstrable proof of value, including UI/API layers, orchestration, retrieval, and evaluation. Implement retrieval augmented generation (RAG) and enterprise search patterns, including connectors, chunking strategies, embeddings, access control, relevance tuning, and grounding/citation techniques. Build and orchestrate agentic workflows using tool/function calling, workflow orchestration, guardrails, observability, and error handling. Establish evaluation frameworks, including test datasets, golden answers, regression testing, hallucination detection, safety checks, and light red teaming. Package successful outcomes into reusable assets such as reference implementations, templates, prompt/tool patterns, and operational runbooks. Design technical solutions aligned with CFA Institute reference architectures and enterprise standards. Partner with subject matter experts and business stakeholders (e.g., Education, RAS, GCC) to define success criteria, ROI signals, and iterate on solutions. Transition production ready concepts to engineering and platform teams with clear requirements, architecture documentation, risks, and operational considerations. Contribute to and evolve coding standards, knowledge bases, and shared engineering practices. Translate business objectives into technical designs and support deployment, maintenance, and lifecycle management of applications. What You’ll Bring Bachelor’s degree in computer science or a related field, or equivalent practical experience. Minimum of five (5) years of professional software development experience with a strong delivery track record. Strong full stack and/or backend engineering experience, including API design and integration. Hands‑on experience building generative AI solutions using platforms such as OpenAI, Azure OpenAI, or Anthropic, including prompt and tool orchestration and embeddings. Proficiency in Python and/or TypeScript/Node.js. Practical experience with search and retrieval technologies, including vector databases or enterprise search platforms. Experience integrating enterprise systems and productivity platforms (e.g., Microsoft 365, Teams, SharePoint, Atlassian, Salesforce). Experience across all phases of the development lifecycle, including requirements, development, testing, deployment, and support. Strong written and verbal communication skills, including the ability to deliver clear demonstrations of technical solutions. Ability to work effectively in ambiguous environments with a bias toward rapid experimentation and learning. Preferred / Nice to Have Experience in education technology, assessment systems, simulations, scoring, or human in the loop review workflows. Familiarity with Microsoft Copilot Studio, M365 Copilot extensibility, Graph connectors, and Teams/SharePoint integration. Experience with observability and evaluation tooling, including tracing, prompt/version management, and experiment tracking. Familiarity with responsible AI practices, including data handling, privacy/PII considerations, access controls, auditability, and compliance. Experience with CI/CD pipelines, automated testing, performance monitoring, and cloud-native deployment patterns. 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: $106,000 - $170,000 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. #LI-TB1 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.

Lead and manage global paid media campaigns across multiple channels to enhance brand visibility and achieve business objectives. | Proven experience in paid media planning and buying, deep understanding of digital channels, audience targeting, and managing large budgets. | Do you thrive on shaping high-impact paid media strategies across global markets? Can you lead multi-channel campaigns that drive both brand influence and business results? Ready to manage multimillion-dollar budgets and deliver marketing excellence at scale? CFA Institute is looking for a Paid Media Manager to lead integrated paid media efforts across search, display, programmatic, and other key digital channels. This is a high-visibility, high-impact role for a strategic thinker and experienced operator with strong technical expertise and a passion for results. Sitting within the Global Brand Marketing team, you'll collaborate with cross-functional partners to amplify brand visibility, acquire new customers, and support retention across the customer journey. What You'll Do • Lead, manage, and execute integrated digital marketing campaigns and brand activations across global paid media channels • Develop paid media strategies aligned with brand standards and marketing objectives • Manage agency and partner relationships for media planning and buying across search, social, direct, and programmatic display • Conduct audience research and analysis to define targeting and channel mix • Optimize campaigns to improve performance and deliver against key KPIs • Guide a team of paid media specialists responsible for media buying, campaign execution, and reporting • Monitor campaign effectiveness and produce reporting for stakeholders across the business • Manage paid media budgets exceeding $10M, ensuring effective spend allocation and ROI • Collaborate with integrated marketing, customer experience, and product teams to support business and brand goals What We're Looking For • Proven experience in paid media leadership roles, ideally in both planning and buying functions • Deep understanding of audience targeting, media performance metrics, and channel strategy • Experience using paid media tools and platforms for planning, buying, and optimization • Strong analytical skills and the ability to translate data into actionable insights • Effective communicator and cross-functional collaborator with a track record of stakeholder engagement • Experience managing budgets and reporting on financial performance • Knowledge of advertising regulations and brand safety standards • Background in digital channels including display, video, native, and paid social strongly preferred • Bachelor's degree in marketing, communications, or a related field (or equivalent experience) Why Join Us • Lead high-visibility, globally scaled campaigns that directly support mission-driven work • Collaborate with smart, engaged colleagues across marketing, product, and strategy • Join a respected brand with strong market recognition and a growing global presence • Shape the future of how our brand connects with key audiences across paid media channels • Enjoy comprehensive benefits, a supportive work environment, and clear growth opportunities 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: $100,000 - $120,000 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. 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.

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.

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.