At a Glance
- Tasks: Lead global engagement strategies and connect industry stakeholders in the investment ecosystem.
- Company: CFA Institute, a leader in investment management education and research.
- Benefits: Competitive salary, comprehensive health coverage, flexible work options, and generous leave.
- Other info: Opportunity to build a new team and influence the global investment profession.
- Why this job: Shape the future of industry engagement and make a real impact on global investment practices.
- Qualifications: Experience engaging senior stakeholders and building professional communities in investment management.
The predicted salary is between 120000 - 135000 € per year.
Location: London | New York or Charlottesville, VA | Hybrid
About the role: The Senior Director, Industry Engagement & Platforms will build and lead a global capability focused on professional communities, industry convening, and Society-enabled engagement. Reporting to the Head of Events / Audience Development, this role will design scalable engagement platforms that connect CFA Institute research, senior industry stakeholders, and targeted professional audiences across the global investment ecosystem. This is a strategic, externally facing leadership role focused on building influence, structure, and long‐term member and industry value.
What You'll Do
- Design and build a global strategy for professional communities and engagement platforms, creating scalable and repeatable models for industry engagement.
- Identify and convene senior stakeholders across the investment ecosystem, curating high‐value forums, roundtables, and peer networks around key themes.
- Establish and grow targeted audience communities (e.g., private wealth, asset owners), ensuring relevance, quality, and influence.
- Own and scale the Institute–Society co‐delivery model, defining standards, governance, and ways of working to enable consistent global execution.
- Develop strategic partnerships with CFA Societies, industry bodies, and leading organisations such as financial media and global institutions.
- Connect CFA Institute research with industry dialogue, creating feedback loops that inform future research and thought leadership.
- Define success metrics across audience reach, engagement quality, and portfolio performance, ensuring sustainable and measurable impact.
- Build and lead a new team from the ground up, starting with an initial Manager‐level hire.
What We're Looking For
- Proven experience engaging and influencing senior stakeholders (C‐suite / CIO level) within the investment management industry or closely related ecosystems.
- Experience convening senior audiences through forums, roundtables, or professional networks, with a clear understanding of how to bring together the right people around relevant themes.
- Experience building or scaling professional communities, engagement platforms, or industry networks with defined audiences and purpose.
- Strong understanding of how to translate thought leadership or industry themes into compelling engagement opportunities.
- Experience developing structured external partnerships or delivery models (e.g., with associations, networks, or industry organisations).
- Demonstrated ability to build or shape teams and operate effectively in a player‐coach capacity.
- Strong commercial and strategic awareness, including the ability to define success metrics and sustainable engagement models.
Nice to have
- Familiarity with the investment management industry and key market themes.
- Experience in financial journalism, industry platforms, or membership organisations.
- Existing network across asset owners, private wealth, or institutional investors.
- Familiarity with CFA Institute's mission and the broader investment ecosystem.
Why Join Us
- Build a new global capability from the ground up with direct impact on Strategy 2030.
- Shape how CFA Institute engages with the global investment profession at the highest level.
- Work with senior leaders, global stakeholders, and leading industry organisations.
- Gain exposure across research, membership, education, and external partnerships.
- Lead and grow a function with clear scope for expansion and long‐term influence.
Compensation
Expected salary range: US $170,000–$210,000 / UK £120,000–£135,000 per year. All salary ranges are subject to adjustment based on experience, education, and geographic location. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k)/pension plan, and a comprehensive medical benefits package.
Benefits
- Comprehensive health coverage for you and your family.
- Generous leave and time off.
- Competitive retirement plans.
- Flexible work options.
- Wellness, education, and support programs.
We are an Equal Opportunity Employer. CFA Institute prohibits discrimination and harassment with regard to all identifying characteristics.
Senior Director, Industry Engagement & Platforms in London employer: CFA Institute
CFA Institute is an exceptional employer, offering a unique opportunity to shape global engagement strategies within the investment profession. With a strong focus on professional development, employees benefit from comprehensive health coverage, generous leave, and flexible work options, all while working in a collaborative environment that values diversity and inclusion. This role not only allows for direct impact on strategic initiatives but also provides avenues for growth and influence within a respected organisation at the forefront of the investment ecosystem.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Director, Industry Engagement & Platforms in London
✨Tip Number 1
Network like a pro! Reach out to industry leaders and peers on LinkedIn or at events. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Show up and shine! Attend industry forums, roundtables, and conferences. Being present in these spaces helps you connect with the right people and showcase your expertise.
✨Tip Number 3
Leverage our website! Apply directly through StudySmarter for a smoother process. It’s a great way to get noticed and show your enthusiasm for the role.
✨Tip Number 4
Be prepared to discuss your vision! When you land that interview, have a clear strategy for how you’d engage with stakeholders and build communities. Show them you mean business!
We think you need these skills to ace Senior Director, Industry Engagement & Platforms in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in engaging senior stakeholders and building professional communities. We want to see how your background aligns with the role's focus on industry engagement and strategic partnerships.
Showcase Your Impact:When detailing your previous roles, emphasise the measurable impact you've had in similar positions. Use specific metrics or examples that demonstrate your ability to influence and engage at a high level within the investment management industry.
Be Authentic:Let your personality shine through in your application. We value authenticity and want to get a sense of who you are beyond your professional achievements. Share your passion for the investment ecosystem and how you envision contributing to our mission.
Apply Through Our Website:We encourage you to submit your application directly through our website. This ensures that your application is reviewed promptly and gives you the best chance to stand out in the process. Don’t miss out on this opportunity!
How to prepare for a job interview at CFA Institute
✨Know Your Audience
Before the interview, research the CFA Institute and its mission. Understand their key stakeholders and the investment ecosystem. This will help you tailor your responses and demonstrate your knowledge of the industry.
✨Showcase Your Strategic Thinking
Prepare to discuss your experience in building engagement platforms and professional communities. Be ready to share specific examples of how you've successfully convened senior stakeholders and created impactful forums or networks.
✨Define Success Metrics
Think about how you would measure success in this role. Be prepared to discuss potential metrics for audience reach and engagement quality. This shows that you understand the importance of measurable impact in a strategic leadership position.
✨Demonstrate Leadership Skills
Since this role involves building and leading a new team, be ready to talk about your leadership style. Share examples of how you've shaped teams in the past and how you plan to foster a collaborative environment in this new role.
