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.