Senior Director, Institutional Partnerships

CFA Institute is seeking a strategic collaborative and entrepreneurial leader to shape and execute our institutional engagement strategy across India. As Senior Director Institutional Partnerships you will strengthen relationships with leading employers and industry stakeholders forge high-impact alliances and champion enterprise-level initiatives that amplify the value of our credentials learning and global community.

This is a pan-India role based in our Mumbai office with regular travel (approximately two weeks per month) to engage senior decision-makers across the investment and financial services ecosystem. You will be part of the India leadership team and help shape the overall market strategy. If you thrive on building relationships at the highest levels and can prioritize impact quickly in a dynamic environment this role offers an exciting opportunity to make a measurable difference.

What Youll Do

• Set the strategy: Develop and execute Indias institutional engagement plan aligned to global prioritiesdriving employer adoption and recognition of CFA Institute programs.

• Lead partnerships: Cultivate and expand high-impact institutional relationships with employers regulators industry bodies and channel partners; represent CFA Institute at conferences roundtables and workshops.

• Drive outcomes: Serve as a trusted advisor to senior stakeholders; influence employer uptake of CFA Institute credentials and learning; ensure the profession recognizes the value of CFA Institute candidates and charterholders.

• Deliver early impact: Within the first 30/60/90 days quickly identify priority opportunities establish momentum with key stakeholders and demonstrate measurable impact in building and strengthening institutional partnerships.

• Communicate impact: Craft compelling narrativespapers decks and business casesthat showcase the tangible value our partnerships deliver in India. Exceptional written and presentation skills are essential.

• Collaborate globally: Partner across Education Product Advocacy University Relations and Marketing; align with business development colleagues globally to replicate best practices.

• Lead with influence: Directly manage one team member initially with the expectation to build a small high-performing team over 18 months. Lead through collaboration and influence across a broader outreach team.

What Youll Bring

Minimum Qualifications

• Bachelors degree (Masters preferred).

• 1015 years of business development and relationship management experience ideally within financial services or investment management.

• Proven success in strategic account management and institutional partnership development in large complex multinational organizations.

• Strong knowledge of Indias financial markets and awareness of global trends (e.g. ESG digital assets fintech regulation).

• Exceptional communication skills including the ability to craft persuasive written materials (papers decks business cases) and deliver compelling presentations.

• Entrepreneurial collaborative and skilled at influencing without direct authority in a matrixed environment.

Preferred Qualifications

• CFA charterholder (strongly preferred) though outstanding relationship and people skills are more critical than credential status.

• Established senior-level network across Indias investment management and financial services community.

Why Join Us

At CFA Institute youll help advance the investment profession and support a mission-driven community recognized worldwide for setting the highest standards of ethics education and professional excellence. Youll collaborate across regions and functions lead market-shaping institutional partnerships and see your work directly impact learners employers and the broader ecosystem. We offer a flexible inclusive culture that values curiosity accountability and innovation.

At CFA Institute we are committed to transparency and equity in our hiring compliance with wage transparency laws in many of the jurisdictions in which we recruit we provide the following information regarding compensation for this position:

Expected salary Range: 85 95 Lakh INR

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

All salary ranges 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.

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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 well-being offering industry-leading 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 three-minute 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 socio-economic 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.

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