CFA Institute is launching a global initiative to connect and enable its 158 member societies to deliver financial literacy more effectively in their communities. More than 75 societies are already doing this work—running school programs, producing podcasts, and partnering with nonprofits and educational organizations. This initiative is designed to make that work more visible, more reusable, and more impactful across the network, without displacing society ownership or imposing a centralized curriculum.

We are seeking a dedicated Program Manager to lead this initiative from initial design and build through implementation and ongoing operation. This is a senior individual contributor role requiring strong program management, the ability to build trust and momentum across a global volunteer network, and the judgment to translate strategic intent into practical, scalable execution.

Key Responsibilities

Program Build & Launch

• Lead day-to-day execution of the financial literacy initiative, from concept through launch
• Translate strategic direction into a structured, phased project plan with clear milestones and deliverables
• Coordinate development of a centralized resource hub (content, tools, frameworks, and best practices)
• Partner with internal technology teams and, where needed, external vendors to design and deliver the underlying platform, content infrastructure, and user experience; assess existing CFAI digital properties (including Connexions) as potential platform options before committing to new build
• Establish initial governance, processes, and success metrics

Stakeholder & Network Coordination

• Serve as the primary point of coordination across CFA Institute and participating societies
• Engage and support a global working group of society leaders and subject matter experts
• Facilitate regular working group meetings (e.g., monthly), including agenda setting, materials, and follow-ups
• Identify, document, and elevate existing society-led financial literacy efforts and assets
• Navigate varying levels of readiness, capability, and priorities across markets

Content & Resource Curation

• Oversee identification, review, and organization of financial literacy content and tools
• Coordinate with subject matter experts to ensure quality, relevance, and consistency
• Support development of scalable frameworks that societies can adopt or adapt locally
• Ensure alignment with CFA Institute standards and positioning

Implementation & Scaling

• Support the Working Group in defining the evidence criteria that would trigger movement into a more structured phase of the initiative
• Capture learnings and refine tools, processes, and content accordingly
• Develop playbooks and guidance to enable broader network adoption
• Partner with Marketing and Communications teams to support brand awareness, positioning, and promotion of the initiative and its resources across global and local channels
• Partner with regional and society leaders to drive engagement and uptake

Ongoing Program Management

• Transition the initiative from build phase to steady-state operations
• Maintain and evolve the resource hub and supporting infrastructure
• Monitor performance metrics and impact indicators
• Identify opportunities for continuous improvement and expansion
Manage initiative budget, including micro-grant administration and vendor or contractor relationships

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: UK £70,000-£90,000 per year. All salary ranges are subject to adjustment based on experience, education, location and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k)/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.

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