Teams at CFA Institute

Manage senior-level, relationship-led engagement platforms and partnerships across the investment community. Lead content research, agenda development, speaker recruitment and briefing, cross-functional delivery, onsite execution, and risk management. Build and maintain senior stakeholder relationships, use feedback and metrics to improve programming, and turn themes into reusable content supporting CFA Institute divisions.

Lead design and maintenance of learner-centric investment education content across CFA Institute products. Translate real-world investment practice into study materials, collaborate with SMEs and cross-functional teams, manage external authors and review cycles, and ensure curriculum alignment, accuracy, accessibility and timely delivery.

Lead and oversee a global research portfolio: mentor researchers, ensure methodological rigor and editorial quality, author thought leadership, represent CFA Institute externally, build partnerships, monitor industry developments, and scale research workflows to increase impact and publication quality.