President – Chief Executive Officer

Brookaire Company

Chief Executive Officer leading CFA Institute's global mission to promote investment ethics and standards. Balancing stewardship with strategic growth in learning products and membership.

Posted 7/2/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $500,000 - $700,000 per yearWebsite

About the role

Key responsibilities & impact

Establish clarity and alignment with the Board of Governors and staff around the CFA Institute's strategic plan and vision, ensuring financial sustainability and advancing the organization’s distinction
Effectively steward and champion public awareness and other initiatives that promote the CFA accreditation around the world
Continue to strengthen the core CFA program, but also diversify the Institute's portfolio of learning products, focusing on job-relevant, skills-based learning
Oversee the development of an onboarding and upskilling B2B offering which serves employer needs
Anticipate how industry changes in technology and AI affect the profession and translate that into product and service strategies
Enhance, refine, and rebuild existing products and offerings to be customer-centric, ensuring they reach their intended customer base and can be translated and tailored to local markets
Evolve and grow the CFA program, ensuring its relevance and extending its reach to increase market penetration and membership across the globe
Protect the competitiveness of the CFA charter relative to other credentials and providers
Improve global member retention and satisfaction by delivering improved value to members
Increase the Institute’s brand awareness and membership support from top global asset management firms
Strengthen the certification pipeline through market-attuned products and employer relevance
Play a visible role in addressing industry-wide workforce challenges
Uphold and enforce the highest competency and ethical standards for CFA certification
Lead the CFA Institute's advocacy efforts, representing the profession’s interests in public policy matters
Strengthen compliance with regulatory, tax, and relevant public-company standards
Effectively steward and champion public awareness, articulating the continuing relevance of the CFA in a changing market
Effectively partner with the Board of Governors, ensuring strong communication and alignment
Strengthen the relationships between global leadership and local societies, maintaining consistent worldwide standards while enabling locally relevant offerings and community engagement
Engage effectively with all global stakeholders including certificants, the public, large financial firms, regulators, standards-setters, and policymakers, to build trust, foster collaboration and raise the CFA Institute's visibility and stature
Ensure key skill sets, expertise, and ways of working are in place
Cultivate an internal culture of communication, collaboration, and transparency, uniting a globally distributed team
Promote staff stability, career development, and an environment that attracts and retains top talent
Preserve, recognize, and enhance the Institute’s unique culture of volunteerism, engaging and cultivating its base of volunteers
Evaluate and overhaul internal processes, systems, and technological infrastructure to enable the delivery of the Institute's evolving suite of products and programs, and to support the Institute's ongoing growth and development
Be alert to strategic disruptors of the profession, particularly related to technology and AI, and ensure the Institute remains ahead of competitive and technological shifts

Requirements

What you’ll need

15+ years of C-suite or executive-level management
Strong business acumen and experience leading and managing a complex organization, preferably on a global basis or in a global context
Relevant sector exposure
Deep leadership experience in investment management / financial services, in the association space, or in the education / educational technology / certification area
Proven relational expertise
Internal and external stakeholder management and relationship-building skills are essential, so experience as a spokesperson, representing an organization or industry before a variety of audiences is preferred
Track record of growth and impact
Academic and professional credentials: Bachelor’s degree required; an advanced degree and CFA charter strongly preferred

Benefits

Comp & perks

Health coverage
Generous time off
Competitive retirement plans
Flexible work options
Wellbeing and development programs

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Hard Skills & Tools

Financial ServicesGlobal Business AcumenRegulatory ComplianceMarket Penetration StrategiesProduct Portfolio Diversification

Soft Skills

Relationship BuildingPublic SpeakingCollaborationCommunicationTeam Leadership

Certifications

CFA CharterAdvanced Degree