Head, Investment Practice – Professional Standards

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🔥 0 minutes ago

🌐 United States, United Kingdom – Remote

🇺🇸 United States – Remote 🇬🇧 United Kingdom – Remote

🏛️ District of Columbia, Florida, +4 more states – Remote

🏛️ District of Columbia – Remote 🐊 Florida – Remote 🗽 New York – Remote 🌲 North Carolina – Remote ⚔️ Virginia – Remote ☕ Washington – Remote

💵 $215k - $280k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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CFA Institute

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1947

📚 Education

💸 Finance

🤝 Non-profit

Education • Finance • Non-profit

CFA Institute is a global not-for-profit organization that provides finance education for investment professionals. It offers a diverse range of programs and certificates designed to meet the needs of finance professionals across various career stages and specializations, including the CFA Program, which is known for equipping individuals with the skills necessary for the investment industry. The institute promotes high standards of ethics and professional conduct, and it is involved in research and policy advocacy to shape the future of the finance industry. CFA Institute also facilitates professional networking and offers membership benefits for finance professionals worldwide.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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