Brookaire Company

Artificial Intelligence

• Lead enterprise Al delivery initiatives from concept through production, ensuring alignment to CFA lnstitute's 2030 Strategy and enterprise Al roadmap
• Translate Al strategy into executable roadmaps, delivery plans, and measurable value realization frameworks
• Shape and mature Al delivery methodologies, integrating Agile/SAFe, DevOps, MLOps, model lifecycle governance, and cloud-native practices
• Orchestrate complex, multi-disciplinary Al workstreams to a delivery plan across Education, Membership, Finance, RAS, MCX, and shared services
• Integrate engineering, architecture, cybersecurity, data governance, legal, and risk perspectives to resolve any challenges or constraints to move the delivery
• Ensure Al solutions are scalable, secure, ethically governed, and operationally sustainable
• Influence prioritization and sequencing of Al initiatives across portfolios to maximize enterprise value
• Operationalize Al governance frameworks in partnership with Enterprise Risk, Legal, Cybersecurity, and IT Operations
• Track and manage organizational risks related to Al initiatives and collaborate with Enterprise Risk Management to ensure effective risk identification, assessment, and mitigation
• Establish governance checkpoints within the Al delivery model, including architecture reviews, legal and compliance reviews, and alignment with the enterprise Al governance framework
• Accountable for major Al initiatives and large-scale delivery programs, including scope, schedule, budget, and quality outcomes
• Manage program-level budgets and vendor engagements in alignment with enterprise financial controls
• Define and monitor KPls measuring Al adoption, delivery performance, operational efficiency, and business value realization
• Influence broader organizational strategy through thought leadership, delivery, and technical authority
• Represent the function in enterprise forums and, as appropriate, external industry engagements

Director, AI Delivery

Security Operations

• Set the SOC strategy: Define and execute a multi-year roadmap aligned to business goals; measure and report outcomes.
• Lead a global team: Manage, mentor, and grow security analysts, engineers, and incident responders to deliver 24x7 capabilities.
• Own detection & response: Oversee continuous monitoring of networks, systems, and applications; triage, contain, eradicate, and recover from threats in real time.
• Mature incident readiness: Develop, maintain, and drill IR plans, playbooks, and runbooks; coordinate cross-functional war rooms.
• Elevate resilience: Drive threat hunting, digital forensics, and post-incident reviews to strengthen controls and reduce MTTD/MTTR.
• Assure compliance & risk management: Align practices to global regulations and frameworks; partner with stakeholders to assess risk and implement mitigations.
• Continuously improve: Lead vulnerability assessments and pen tests; track remediation to closure.
• Innovate the stack: Evaluate and adopt modern tooling, automation, and intelligence sources (e.g., MITRE ATT&CK–mapped detections) to stay ahead of adversaries.
• Executive communication: Translate technical risk into business terms and present clear updates to senior leadership and the board as needed.

Senior Director, Security Operations Center

Director

• Develop and refine core Practice Analysis frameworks, including the Candidate Body of Knowledge
• Conduct structured, evidence-based research into evolving investment practices across regions, asset classes and market structures
• Develop and facilitate global advisory panels and subject matter expert working groups to capture practitioner insight at depth
• Synthesise complex industry input into clear, defensible curriculum recommendations
• Partner closely with Learning Content colleagues to ensure learning outcomes reflect how investment decisions are made in practice
• Engage with senior investment professionals across markets to test assumptions and validate emerging themes
• Support alignment across programmes and certificates, including areas such as private markets, private wealth, and emerging technologies in the investment process

Director, Practice Analysis

Product Manager

• Own the roadmap and delivery of simulation-based and skills-focused product capabilities within the Education portfolio
• Translate product vision into clear requirements and prioritised backlogs aligned to defined learning and assessment outcomes
• Lead cross-functional discovery and delivery across Engineering, Design, Data, and assessment stakeholders
• Build AI-enabled simulations and task-based experiences designed to measure applied competence within a credentialed environment
• Balance learner experience, technical feasibility, and assessment validity when making product trade-offs
• Manage external vendors and partners to co-create high-quality digital learning and assessment solutions
• Define success metrics, support business cases, and manage risks and dependencies to ensure sustainable product outcomes

Translator

• Define and lead the enterprise localisation operating model for certificate and learning products
• Establish governance frameworks to ensure linguistic accuracy, terminology consistency, and quality across languages and annual update cycles
• Own the end-to-end localisation lifecycle, with accountability for strategy, delivery, budget, timelines, and risk
• Develop and lead a small specialist team, initially lean in size with planned growth over time
• Select and manage language service providers and reviewers, setting clear performance expectations and measurable quality outcomes
• Own the localisation technology ecosystem, including TMS and QA tooling, ensuring scalable and integrated workflows
• Partner with Product Management, Education, Technology, Marketing, and regional stakeholders to align localisation with product roadmaps and release schedules
• Monitor and optimise KPIs across cost, quality, turnaround time, and customer impact to drive continuous improvement

Director, Localization Management

• Develop and execute a global continuing education strategy aligned with CFA Institute’s mission and Membership priorities
• Define the continuing education value proposition across career stages, regions, and member segments
• Apply member, employer, and market insights to ensure learning remains relevant, differentiated, and forward-looking
• Partner with Technology and cross-functional teams to deliver a modern CE platform, including tracking, verification, and compliance
• Serve as the Membership lead on skills-based learning, working with Education to modularise and reuse learning assets
• Partner with Product, AI, Education, and Research teams to deliver an AI-enabled learning ecosystem for members
• Lead strategy for live and virtual learning events, professional communities, and external CE partnerships
• Establish quality, credibility, and verification standards, and track success metrics for member engagement and impact

Director, Continuing Education

Full-stack Engineer

• Lead execution of CFA Institute’s AI and data engineering roadmap, including platforms, MLOps, and AI-enabled products.
• Serve as enterprise steward for AI engineering platforms, ensuring alignment with architecture and responsible AI principles.
• Translate emerging AI technologies into scalable, production-grade business solutions.
• Own platform engineering outcomes, operating discipline, and technical coherence across strategic initiatives.
• Establish and enforce AI engineering standards for quality, explainability, bias mitigation, performance, reliability, and monitoring.
• Oversee MLOps and DevSecOps, including model CI/CD, feature management, observability, and lifecycle automation.
• Manage a portfolio of AI engineering initiatives, ensuring predictable delivery, quality, and risk management.
• Lead AI-related incident response, vulnerability management, and remediation.
• Partner with Product, Data, Legal, Risk, and business leaders to ensure ethical, compliant AI deployment.
• Build organizational capability through AI talent development, coaching, and knowledge sharing.
• Lead and develop high-performing AI engineering teams with a culture of accountability and continuous improvement.
• Manage strategic vendors and partners to ensure quality, continuity, and value realization.