Senior Director, Industry Engagement & Platforms

CFA Institute•Charlottesville, VA

17h•$170,000 - $210,000•Hybrid

About The Position

CFA Institute is hiring a Senior Director, Industry Engagement & Platforms to build and lead a new global capability focused on professional communities, industry convening, and Society-enabled engagement. This role will design scalable engagement platforms that connect CFA Institute research, senior industry stakeholders, and targeted professional audiences across the global investment ecosystem. This is a strategic, externally facing leadership role focused on building influence, structure, and long-term member and industry value, not an event logistics role.

Requirements

Proven experience engaging and influencing senior stakeholders (C-suite / CIO level) within the investment management industry or closely related ecosystems (e.g. financial media, professional services, or industry forums and networks).
Experience convening senior audiences through forums, roundtables, or professional networks, with a clear understanding of how to bring together the right people around relevant themes.
Experience building or scaling professional communities, engagement platforms, or industry networks with defined audiences and purpose.
Strong understanding of how to translate thought leadership or industry themes into compelling engagement opportunities.
Experience developing structured external partnerships or delivery models (e.g. with associations, networks, or industry organisations).
Demonstrated ability to build or shape teams and operate effectively in a player-coach capacity.
Strong commercial and strategic awareness, including the ability to define success metrics and sustainable engagement models.

Nice To Haves

Familiarity with the investment management industry and key market themes.
Experience in financial journalism, industry platforms, or membership organisations.
Existing network across asset owners, private wealth, or institutional investors.
Familiarity with CFA Institute’s mission and the broader investment ecosystem.

Responsibilities

Design and build a global strategy for professional communities and engagement platforms, creating scalable and repeatable models for industry engagement.
Identify and convene senior stakeholders across the investment ecosystem, curating high-value forums, roundtables, and peer networks around key themes.
Establish and grow targeted audience communities (e.g. private wealth, asset owners), ensuring relevance, quality, and influence.
Own and scale the Institute–Society co-delivery model, defining standards, governance, and ways of working to enable consistent global execution.
Develop strategic partnerships with CFA Societies, industry bodies, and leading organisations such as financial media and global institutions.
Connect CFA Institute research with industry dialogue, creating feedback loops that inform future research and thought leadership.
Define success metrics across audience reach, engagement quality, and portfolio performance, ensuring sustainable and measurable impact.
Build and lead a new team from the ground up, starting with an initial Manager-level hire.