Brookaire Company

Client Services Representative

• Serve as the first point of contact for global candidates and members, providing accurate, empathetic support across voice, chat, and written channels.
• Act as a brand ambassador, personalizing each interaction and striving for first-contact resolution.
• Troubleshoot technical, functional, and administrative issues related to CFA Institute portals, registrations, and vendor platforms.
• Handle sensitive information with professionalism and strict adherence to data-security protocols.
• Collaborate with colleagues in IT, Credentialing, Marketing, and other teams to drive continuous improvement.
• Maintain strong performance across customer satisfaction, productivity, quality assurance, and service metrics.
• Demonstrate cultural competency and inclusivity in every interaction with our global community.

Client Services Representative – Mid Shift

Business Operations

• Run the business of Technology & AI Solutions
• Integrate strategic planning across business units; develop, collect, and report divisional metrics and KPIs for leaders and the Board
• Be the CIO’s trusted advisor
• Represent the CIO and the division on key initiatives; provide confidential counsel on issues impacting the organization
• Own financial governance
• Lead divisional budgeting, forecasting, and expense management in partnership with Finance; ensure robust tracking, quality control, compliance, and reporting
• Drive portfolio intake & prioritization
• Establish and run intake and evaluation for new initiatives; facilitate business cases and alignment among senior stakeholders
• Orchestrate cross-functional delivery
• Oversee projects requiring coordination across teams and divisions; identify and implement process/system improvements to increase efficiency and quality
• Lead vendor & contract lifecycle
• Serve as the central point for contracts, procurement, and vendor management for the division
• Benchmark and continually improve
• Oversee organizational benchmarking and assessments; formulate, recommend, and implement policies and procedures
• Communicate with clarity
• Prepare executive materials and presentations; ensure consistent, transparent communication across the division

VP Business Operations – Performance

Administrative Assistant

• Provide administrative and coordination support across the Research and Policy teams, ensuring smooth daily operations and timely delivery
• Manage contracts, invoices, and vendor payments with precision, using systems such as NetSuite and CLX
• Prepare, track, and manage Statements of Work (SOWs), Master Service Agreements (MSAs), and purchase orders in compliance with CFA Institute policies
• Coordinate meetings, travel, and event logistics for senior leaders, ensuring seamless execution and follow-up
• Maintain accurate records for the Research and Policy Center (RPC) advisory and technical committees
• Draft and format presentations, reports, and communications aligned with brand and professional standards
• Serve as a key liaison with internal teams and external partners, ensuring clarity, accuracy, and responsiveness in all interactions.

Project & Administrative Assistant

Risk

• Own the global Operational Risk Management (ORM) program: maintain the risk and control library; calibrate early warning signals; and align risk appetite metrics with business objectives
• Design, implement, and oversee internal controls across critical processes; coordinate testing and monitoring; track issues and remediation to closure (issues management)
• Lead enterprise processes for incident/loss event capture, root-cause analysis, and thematic remediation; surface early warning indicators and control gaps
• Partner with Internal Audit, Compliance, Information Security, and Business Continuity
• Monitor regulatory/market changes relevant to CFA Institute operations; assess impacts on risk exposure and internal controls, and coordinate responses
• Oversee third‑party/outsourcing risk practices in partnership with Procurement, Legal, and Cybersecurity to ensure proportionate controls and ongoing monitoring
• Evolve the risk taxonomy and risk appetite statements within the ERM framework; ensure clear accountabilities and integration with enterprise planning and performance
• Draft, maintain, and socialize risk policies, standards, and procedures; guide functions on proportionate risk-taking and control design
• Provide independent risk challenge to strategic and operational decisions; prepare recommendations for leadership
• Design executive and Board-facing risk reports and dashboards; lead data collection, quality assurance, and controls for risk data
• Conduct enterprise and project-level risk analysis, including scenario modeling and stress tests; translate insights into actionable recommendations
• Establish common data definitions/metadata and reporting templates; drive process and system enhancements for automation and transparency
• Provide specialist risk advisory across the initiative lifecycle (idea → execution → close): identify, assess, prioritize, and monitor risks; propose mitigation options and decision trade-offs
• Embed quantitative and qualitative risk methods (e.g., sensitivity/Monte Carlo where applicable) and project risk practices into major initiatives and products
• Support business cases and investment decisions with risk-adjusted perspectives and clear disclosure of assumptions and residual risks
• Sponsor the Global Risk Champions Network; develop targeted training and communications to strengthen front-line risk ownership
• Coach leaders and teams to apply risk principles, elevate decision quality, and foster an accountable, control-conscious culture
• Prepare concise, audience-tailored materials that clarify risk positions and recommended actions

Director, Enterprise Risk Management

Manager

• Set the enterprise contingent workforce program and policy, establishing standards for classification, sourcing channels, engagement types (T&M, SOW, managed services), tenure, and controls
• Build multi-year demand/supply forecasts and scenario models for contingent labor; maintain an enterprise inventory and taxonomy of contingent roles
• Design and manage the supplier ecosystem (staffing vendors, professional/managed service providers), including selection, rate cards, SLAs, scorecards, and quarterly business reviews
• Lead governance for SOW lifecycle and time-based engagements, partnering with Legal, HR, Finance, InfoSec, and IT for compliant onboarding, access, and offboarding
• Own the VMS and related integrations with ERP/HRIS; drive data quality, standardization, and analytics; publish dashboards and insights for leadership decisions
• Partner with Legal, HR, and Finance to monitor regulatory, tax, and co-employment risks across jurisdictions; conduct audits, oversee remediation plans, and ensure adherence to internal policies
• Optimize processes from requisition to offboarding; quantify value (savings, cost avoidance, quality) and drive continuous improvement
• Manage program financials and annual planning; establish, track and report KPIs
• Serve as the primary advisor to business leaders on market trends, channel strategy, and sourcing decisions for external talent
• Lead cross-functional forums and change management for policy adoption and system/process changes; influence without direct authority
• Investigate and recommend opportunities for automation and/or AI to streamline contingent workforce management processes, enhance data-driven decision-making, and improve program efficiency

Senior Manager – Contingent Workforce Planning

Full-stack Engineer

• Design, build, and unit test cloud-native applications with an emphasis on reliability, serviceability, and maintainability.
• Partner with Product Owners, QA, SRE, and shared service teams to design scalable solutions aligned with enterprise architecture.
• Lead code reviews, establish coding standards, and mentor engineers across agile teams.
• Architect and optimize microservices, APIs, and event-driven workflows on Azure and AWS.
• Champion DevSecOps practices , observability, and automation through CI/CD pipelines and infrastructure-as-code.
• Support production deployments, troubleshoot performance issues, and drive cost optimization.
• Research emerging technologies and recommend adoption to keep solutions modern and efficient.
• Ensure completion of project deliverables on time, with high quality.

Client Services Representative – Mid Shift

VP Business Operations – Performance

Project & Administrative Assistant

Director, Enterprise Risk Management

Senior Manager – Contingent Workforce Planning

Principal Full-Stack Developer