Director Global Inclusion Investment Industry

Be a Catalyst for IndustryWide 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 industrywide practices that embed inclusion as a strategic business imperative across financial markets.

What Youll Do

As a thought leader and strategist you will:

• 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 evidencebased decisions.

• Engage & Influence: Serve as the primary relationship manager for global stakeholders and represent the organization at key industry events.

What Youll 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 relationshipbuilding communication and stakeholder engagement abilities.

• Comfortable speaking at conferences and authoring thought leadership reports.

• Experience leading crossfunctional 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 purposedriven and futurefocused organization. Youll 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:

ExpectedsalaryRange:per year

Other benefits include eligibility for annual incentives 12 pension employer contribution and competitive medical benefits.

Allsalaryranges 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 are the global leader in investment excellence and ethics. With nearly 200000 charterholders across 160 markets we drive professional growth ethical behavior and better markets. We care about our employees wellbeing offering industryleading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• 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 threeminute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

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: any individual employee group of employees or prospective employee on the basis of race color national origin citizenship or immigration status religion creed or belief age marital or partnership status marital or family status care giver status pregnancy and maternity sexual and other reproductive health decisions physical abilities/qualities disability sexual orientation gender gender identity or expression predisposing genetic characteristic military or veteran status status as a victim or witness of domestic violence or sex offense or stalking unemployment status infectious disease carrier status migrant worker status educational background socioeconomic status geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment including but not limited to recruitment hiring compensation training development promotion demotion layoff recall furlough transfer leave of absence and dismissal. This is a global policy that applies to all CFA Institute employees regardless of location.

If due to a disability or current medical condition you need an accommodation or assistance to complete a job application you can request one at any stage of the recruitment process. Please send an email to noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.

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