Scholarship Program Specialist

Do you thrive in a fast-paced, detail-driven environment? Are you motivated by helping learners around the world access educational opportunities? Do you enjoy solving complex operational challenges while delivering exceptional service?

Join CFA Institute as a Scholarship Program Specialist and help power the scholarship programs that enable thousands of candidates globally to pursue the CFA® Program each year. This is a highly collaborative, hands-on role combining technical operations, project coordination, and empathetic candidate support.

What You’ll Do

• Manage the full scholarship lifecycle - from application setup and award processing to program closure and reporting.

• Coordinate timelines, deliverables, and communications across multiple scholarship cycles and stakeholder groups.

• Collect, analyse, and interpret scholarship program data to inform decision-making, budgeting, and process improvements.

• Design and refine workflows and automations within the scholarship platform to improve efficiency and accuracy.

• Monitor applications to identify unusual activity and escalate issues appropriately.

• Resolve complex candidate and stakeholder enquiries with empathy, professionalism, and attention to detail.

• Collaborate across Exam and Candidate & Learner Services teams, including contributing to exam operations support during peak periods.

What We’re Looking For

• 5+ years of experience in client, customer, or candidate support, ideally gained within customer-focused, service-oriented environments such as education, operations, or financial services.

• Strong project coordination skills, with the ability to manage multiple processes and priorities simultaneously.

• Proven proficiency with Salesforce (Service Cloud or case management) and NetSuite (data management and reporting).

• Technical aptitude and comfort learning new tools such as SurveyMonkey Apply - experience with it is a plus but not required.

• Demonstrated critical thinking and problem-solving ability, applying sound judgement in dynamic, high-volume contexts.

• Excellent written and verbal communication skills with the ability to convey complex information clearly.

• Highly organised, adaptable, and proactive with a continuous improvement mindset.

Why Join Us

• Be part of a mission-driven organisation expanding access to finance education worldwide.

• Work remotely within the United States as part of a supportive, high-performing team that values autonomy, collaboration, and trust.

• Engage daily with your manager and colleagues in a culture that celebrates learning, creativity, and process excellence.

• Gain exposure across the Candidate & Learner Services division, with opportunities to grow and shape operational best practices.

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: $60,000 - $70,000 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) plan, and a comprehensive medical benefits package.

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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 [email protected] 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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