Join CFA Institute as our next Director of Corporate Strategy and play a pivotal role in shaping and driving our long-term vision. Reporting to the Head of Corporate Strategy, this high-impact position focuses on strategy formulation, execution planning, and performance measurement. You’ll collaborate across the organization to refine strategic initiatives, develop business cases, and establish key performance metrics that ensure alignment with our global mission.

What You’ll Do

Strategy Formulation

• Evaluate and interpret strategic opportunities and initiatives.
• Develop both qualitative and quantitative models for assessing potential strategies.
• Apply scenario planning techniques in partnership with the Enterprise Risk Management (ERM) team.

Strategy Planning & Execution

• Refine and implement business case development and approval processes.
• Collaborate with Finance, ERM, PMO, and Technology to ensure strategic alignment and rigor in initiative planning.
• Work with Strategic Business Units (SBUs) and regional teams to align local strategies with enterprise goals.

Strategy Performance & Measurement

• Define and track KPIs that measure success against strategic objectives.
• Identify and apply relevant industry benchmarks.
• Provide clear and concise strategy performance reporting to leadership.

Pilot Projects

• Design and lead a process for piloting new concepts across the organization.
• Evaluate and integrate successful pilot initiatives into the broader enterprise strategy.

What You’ll Bring

Minimum Qualifications

• At least 10 years of experience in corporate strategy, FP&A, business transformation, or related fields.
• Demonstrated expertise in business case development and financial analysis.
• Strong communication skills with the ability to distill complex information for executive audiences.
• Experience working collaboratively with cross-functional and global teams.
• Experience developing materials for executive leadership and boards.

Preferred Qualifications

• MBA or equivalent advanced degree in business, finance, strategy, or related field.
• Background in the education, nonprofit, or credentialing sectors.
• Familiarity with enterprise risk management principles.

Why Join Us?

At CFA Institute, you’ll be part of a mission-driven organization that values innovation, impact, and global collaboration. You’ll help drive strategy for a globally recognized leader in investment education and ethics, working with passionate professionals dedicated to shaping a better investment profession. We offer a hybrid work environment, an inclusive culture, and opportunities for continuous learning and growth.

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 for US based candidates: $120,000 – $145,000

Expected salary Range for UK based candidates: £90,000 – £110,000

Other benefits include eligibility for annual incentives, 12% pension employer contribution, and competitive medical benefits.

All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals.

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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