Manager, Industry Engagement & Platforms

CFA Institute•New York, NY

1d•Hybrid

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 their global investment community. This role involves building trusted relationships with senior investment-industry leaders and turning those relationships into high-quality, unique engagement opportunities. The Manager will support peer-to-peer professional engagement models and CFA Society-enabled partnerships, focusing on content strategy, agenda development, speaker engagement, and cross-functional delivery for senior leadership cohorts across asset management and finance firms. This is a newly created role where initiative, judgment, and external credibility are important, with the opportunity to help shape the role as it evolves.

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.