Head, Investment Practice – Professional Standards

🕒 il y a 1 mois

🏛️ District of Columbia, Florida, +4 états de plus – Distant

infoinfo

💵 $215 000 - $280 000 / an

⏰ Temps Plein

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de CFA Institute, pas via un site d'emploi

Repérée par Remote Rocketship il y a 1 mois

Toujours ouverte sur le site de CFA Institute. Vérifiée il y a 2 heures.

Logo of CFA Institute

CFA Institute

501 - 1000 employés

Fondée en 1947

📚 Éducation

💸 Finance

🤝 À but non lucratif

Education • Finance • Non-profit

Le CFA Institute est une organisation mondiale à but non lucratif qui propose une éducation financière pour les professionnels de l'investissement. Elle offre une gamme diversifiée de programmes et de certificats conçus pour répondre aux besoins des professionnels de la finance à différents stades de carrière et spécialisations, y compris le Programme CFA, reconnu pour doter les individus des compétences nécessaires pour l'industrie de l'investissement. L'institut promeut des normes élevées d'éthique et de conduite professionnelle et s'engage dans la recherche et le plaidoyer politique pour façonner l'avenir de l'industrie financière. Le CFA Institute facilite également le réseautage professionnel et propose des avantages pour les membres à travers le monde.

Description

• Set strategic direction for the Research & Policy Center's investment-practice and standards capability • Own the evolution of CFA Institute's professional standards architecture, including ethical frameworks, professional conduct guidance, voluntary standards such as GIPS, cases, and interpretation mechanisms • Monitor changing practice and determine when to update content, create guidance or cases, or make standards-level changes • Identify practitioner audiences, workflows, decision contexts, constraints, needs, and adoption barriers • Design guidance, tools, cases, and engagement mechanisms that translate research and insight into real-world use • Establish practitioner-engagement and activation approaches across the Research & Policy Center • Connect audiences, themes, assets, consultations, roundtables, convenings, and feedback mechanisms • Partner across the Research & Policy Center and wider enterprise to create practitioner-facing and enterprise-facing materials • Equip downstream partners and teams to use assets consistently and effectively • Communicate with senior leaders and external stakeholders, translating complex standards and practice issues into actionable recommendations • Lead, coach, and develop a large, senior, multidisciplinary team • Set priorities, allocate resources, build capability, and ensure specialist expertise produces clear, timely, usable outcomes

🎯 Exigences

• Significant experience leading and developing teams, including setting direction, allocating work, and driving accountability • Proven track record delivering tangible outputs and assets, not just strategy or recommendations • Substantial experience in financial services, a professional body, or a comparable organization, together with a broad understanding of how different parts of the investment industry fit together • Significant experience translating complex research, standards, or technical content into practical guidance, tools, or audience-specific materials • Experience overseeing professional standards, ethical frameworks, voluntary codes, practitioner guidance, or similarly governed professional assets • Significant experience designing or leading practitioner engagement, such as roundtables, consultations, or advisory groups • Strong understanding of investment practice, institutional decision-making, fiduciary responsibility, and professional standards • Strong strategic and operational judgment • Strong stakeholder-management and interpersonal judgment • Ability to balance rigor with speed • A CFA charter or similar credential is a bonus, though not required • Experience in a go-to-market or sales-enablement function is nice to have

🏖️ Avantages

• Eligibility for an annual discretionary incentive bonus • 12% employer contribution to a 401(k) or pension plan • Comprehensive medical benefits package • Health coverage • Generous time off • Competitive retirement plans • Flexible work options • Wellbeing and development programs • Some travel expected for practitioner convenings, roundtables, and stakeholder engagement

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