Manager, Industry Engagement & Platforms
About The Position
CFA Institute is hiring a Manager, Industry Engagement & Platforms to help execute senior-level industry engagement platforms and relationship-led programmes across our global investment community. Reporting to the Senior Director, Industry Engagement & Platforms, you will help turn strategic relationship frameworks into well-run, high-value engagement experiences for firms, CFA Societies, speakers, sponsors and senior industry participants. In this role, you will help deliver peer-to-peer professional engagement models and CFA Society-enabled partnerships, supporting content strategy, agenda development, speaker engagement and cross-functional delivery for senior leadership cohorts across asset management and finance firms.
Requirements
- 5+ years' experience in project or programme management, event programming, client relationship management, industry engagement, or a related professional services / events environment.
- Direct experience managing senior stakeholder or client relationships where judgement, responsiveness and communication quality matter.
- Demonstrable understanding of investment-industry themes and trends, ideally gained through financial services, investment events, professional education, research, publishing or member / community engagement.
- Experience supporting event programming, content strategy, agenda development, speaker engagement, or programme delivery.
- Ability to work independently, exercise judgement, know when to escalate and carry work forward without heavy direction.
- Strong written and verbal communication, with credibility engaging senior-level internal and external stakeholders.
- Comfort influencing without formal authority in high-visibility environments and coordinating multiple complex initiatives at once.
Nice To Haves
- Experience in investment-industry events, financial media / events, professional associations, member organisations, or CFA Society partnership environments.
- Exposure to sponsorship, peer-to-peer community models, senior practitioner networks, or executive-level engagement programmes.
- Familiarity with audience feedback, event performance metrics, content risk management or data-informed programme improvement.
Responsibilities
- Execute relationship-led engagement platforms involving senior practitioners, firms, sponsors, CFA Societies and internal partners.
- Support peer-to-peer professional engagement models and CFA Society-enabled delivery partnerships that strengthen member value and institutional relationships.
- Manage content research and agenda development for assigned engagement activity, from research and ideation through to agenda release and onsite execution.
- Turn themes, trends and insights into reusable content that can support multiple divisions across CFA Institute.
- Identify, evaluate, recruit and brief high-calibre speakers and senior contributors.
- Act as a front-line relationship and delivery point for selected senior external and internal stakeholders.
- Coordinate cross-functional delivery across internal stakeholders including Marketing, Community, Societies, the Research & Policy Center, sponsors, speaker management and event partners.
- Help manage reputational, content and relationship risks before and during live events.
- Use qualitative and quantitative feedback to improve programming, audience value and portfolio consistency.
Benefits
- Eligibility for an annual discretionary incentive bonus
- 12% employer contribution to a 401(k) or pension plan
- Comprehensive medical benefits package
- Generous time off
- Competitive retirement plans
- Flexible work options
- Wellbeing and development programs
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
