Senior Director Institutional Solutions – EMEA

Are you passionate about building strategic partnerships that create meaningful impact across the investment profession? Do you thrive in a commercial leadership role where you can drive growth, influence industry leaders, and shape the future of institutional engagement? Are you ready to lead a high‑performing team while advancing the mission of one of the world’s most respected professional organizations? CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. We champion ethical behaviour in investment markets and serve as a trusted source of knowledge for the global financial community.

We are seeking a Senior Director of Institutional Solutions – EMEA to lead our Institutional Solutions strategy across the Europe, Middle East, and Africa region. This is a key leadership role responsible for shaping and executing CFA Institute’s Institutional Solutions strategy across EMEA, driving commercial performance, expanding institutional engagement, and developing strategic partnerships that support both client success and CFA Institute’s long‑term growth objectives. Reporting to the Managing Director, Institutional Solutions, you will own regional business performance with accountability for revenue growth, pipeline development, client penetration, conversion, retention, and account expansion.

You will work closely with colleagues across Education, Product, Research, Marketing, Society Relations, and Member Engagement, while building relationships with senior leaders across the investment profession to expand CFA Institute’s influence and impact within the market.

What You’ll Do

• Strategy Development
• Master’s degree preferred.
• Extensive experience in investment management, financial services, institutional sales, enterprise business development, or a related field.
• Demonstrated success driving enterprise‑level revenue growth, structuring complex institutional deals, and leading commercial sales initiatives.
• Proven experience leading commercial teams and delivering measurable business results.
• Strong financial market knowledge and awareness of current industry trends, including ESG, digital assets, AI/fintech, and regulatory developments.
• Existing network within the investment management industry preferred.
• Proven ability to originate, convert, and expand senior‑level institutional accounts.
• Experience developing business relationships and commercial opportunities across multiple EMEA markets, including exposure to the Middle East.
• Strong consultative selling, stakeholder engagement, and relationship management skills.
• Experience with pipeline management, portfolio management, forecasting, and business planning.
• Proficiency with Salesforce or comparable CRM platforms.
• Excellent written, verbal, and presentation skills; fluency in English required. Additional regional languages are an advantage.
• Ability to operate effectively within a matrixed, global environment.

Leadership Attributes

• Entrepreneurial spirit with the ability to drive innovation and execute independently.
• Strategic thinker with the ability to translate vision into action.
• Collaborative mindset, adept at building trust and navigating complex stakeholder environments.
• Strong commercial acumen with a focus on delivering measurable outcomes.
• Global and cultural awareness with a strong understanding of regional market dynamics.
• Agility to adapt to evolving priorities and opportunities.

Why Join Us

• Play a leading role in shaping CFA Institute’s Institutional Solutions strategy and growth across EMEA.
• Build relationships with some of the most influential organizations in the global investment profession.
• Join a globally respected organization dedicated to advancing ethics, education, and professional excellence.
• Collaborate with colleagues, members, societies, and industry leaders around the world.
• Lead a high‑impact team focused on delivering meaningful outcomes for institutional clients.
• Help organizations navigate evolving workforce, talent, and professional development challenges.
• Influence the future direction of institutional engagement while contributing to CFA Institute’s mission and global impact.
• Be part of an organization that combines global influence, financial stability, and a purpose‑driven culture.

Additional Information

This role will be based in London or Abu Dhabi and follows a hybrid working model, with a minimum of 2–3 days per week in the office. International travel will be required across the EMEA region and occasionally globally. At CFA Institute, we are committed to transparency and equity in our hiring process. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a pension plan, and a comprehensive benefits package. CFA Institute is an equal opportunity employer and welcomes applications from all qualified candidates. We encourage individuals from all backgrounds and experiences to apply and help us build a more inclusive investment profession. We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs.

You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits.