• Establish clarity and alignment with the Board of Governors and staff around the CFA Institute's strategic plan and vision, ensuring financial sustainability and advancing the organization’s distinction
• Effectively steward and champion public awareness and other initiatives that promote the CFA accreditation around the world
• Continue to strengthen the core CFA program, but also diversify the Institute's portfolio of learning products, focusing on job-relevant, skills-based learning
• Oversee the development of an onboarding and upskilling B2B offering which serves employer needs
• Anticipate how industry changes in technology and AI affect the profession and translate that into product and service strategies
• Enhance, refine, and rebuild existing products and offerings to be customer-centric, ensuring they reach their intended customer base and can be translated and tailored to local markets
• Evolve and grow the CFA program, ensuring its relevance and extending its reach to increase market penetration and membership across the globe
• Protect the competitiveness of the CFA charter relative to other credentials and providers
• Improve global member retention and satisfaction by delivering improved value to members
• Increase the Institute’s brand awareness and membership support from top global asset management firms
• Strengthen the certification pipeline through market-attuned products and employer relevance
• Play a visible role in addressing industry-wide workforce challenges
• Uphold and enforce the highest competency and ethical standards for CFA certification
• Lead the CFA Institute's advocacy efforts, representing the profession’s interests in public policy matters
• Strengthen compliance with regulatory, tax, and relevant public-company standards
• Effectively steward and champion public awareness, articulating the continuing relevance of the CFA in a changing market
• Effectively partner with the Board of Governors, ensuring strong communication and alignment
• Strengthen the relationships between global leadership and local societies, maintaining consistent worldwide standards while enabling locally relevant offerings and community engagement
• Engage effectively with all global stakeholders including certificants, the public, large financial firms, regulators, standards-setters, and policymakers, to build trust, foster collaboration and raise the CFA Institute's visibility and stature
• Ensure key skill sets, expertise, and ways of working are in place
• Cultivate an internal culture of communication, collaboration, and transparency, uniting a globally distributed team
• Promote staff stability, career development, and an environment that attracts and retains top talent
• Preserve, recognize, and enhance the Institute’s unique culture of volunteerism, engaging and cultivating its base of volunteers
• Evaluate and overhaul internal processes, systems, and technological infrastructure to enable the delivery of the Institute's evolving suite of products and programs, and to support the Institute's ongoing growth and development
• Be alert to strategic disruptors of the profession, particularly related to technology and AI, and ensure the Institute remains ahead of competitive and technological shifts

Requirements

• 15+ years of C-suite or executive-level management
• Strong business acumen and experience leading and managing a complex organization, preferably on a global basis or in a global context
• Relevant sector exposure
• Deep leadership experience in investment management / financial services, in the association space, or in the education / educational technology / certification area
• Proven relational expertise
• Internal and external stakeholder management and relationship-building skills are essential, so experience as a spokesperson, representing an organization or industry before a variety of audiences is preferred
• Track record of growth and impact
• Academic and professional credentials: Bachelor’s degree required; an advanced degree and CFA charter strongly preferred

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Hard Skills

• Financial Services
• Global Business Acumen
• Regulatory Compliance
• Market Penetration Strategies
• Product Portfolio Diversification

Soft Skills

• Relationship Building
• Public Speaking
• Collaboration
• Communication
• Team Leadership

Certifications & Qualifications

• CFA Charter
• Advanced Degree