Director, Global Inclusion (Investment Industry)

Be a Catalyst for Industry-Wide Change. Are you a senior investment industry professional with a passion for advancing inclusion and driving systemic change? Join us as Director, Global Inclusion, where you will shape impactful global programs and influence industry-wide practices that embed inclusion as a strategic business imperative across financial markets.

What You’ll Do

• Lead Global Strategy: Design and execute inclusion strategies tailored for the investment industry, aligned with ethics, regulatory frameworks, and behavioral finance principles.
• Drive Programs & Partnerships: Develop and manage innovative programs, workshops, and educational tools in collaboration with CFA Societies, investment firms, regulators, and institutional partners.
• Leverage Data & Insights: Create robust reporting frameworks, dashboards, and whitepapers to track trends and guide evidence-based decisions.
• Engage & Influence: Serve as the primary relationship manager for global stakeholders and represent the organization at key industry events.

What You’ll Bring

Minimum Qualifications:

• 10+ years of experience in the investment industry, with expertise in governance, institutional partnerships, or investment processes.
• Proven track record of leading inclusion strategies in financial services.
• Strong knowledge of ethical governance, change management, and behavioral finance.
• Advanced Excel and data analysis skills, with experience in performance measurement.
• Exceptional relationship-building, communication, and stakeholder engagement abilities.
• Comfortable speaking at conferences and authoring thought leadership reports.
• Experience leading cross-functional and multicultural teams.

Preferred Qualifications:

• CFA designation or commitment to pursue it.
• Regulatory advocacy experience in financial services.
• Familiarity with fiduciary responsibilities and global governance standards.
• Proficiency in one or more additional languages.

Why Join Us?

This is a rare opportunity to influence inclusion practices at a global scale within a purpose-driven and future-focused organization. You’ll work at the intersection of finance, ethics, and equity, contributing to a more inclusive investment ecosystem.

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: £80,000- £90,000 per year. 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 is 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, and 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.

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.