Director, Membership Marketing & Engagement

Do you enjoy creating data-driven strategies that fuel growth and loyalty Are you looking for a role where you can launch new membership models drive retention and design innovative engagement journeys Join us to lead one of CFA Institutes most ambitious membership transformations.

At CFA Institute our members are at the heart of everything we do. This role offers you the chance to shape how we attract engage and retain a new generation of investment professionals. As Director Membership Marketing & Engagement you will own the lifecycle strategy for a global membership community driving measurable impact on growth retention and long-term member loyalty.

What Youll Do

• Lead the membership lifecycle across acquisition engagement renewal and advocacy with a near-term emphasis on first-year retention for a new membership class.

• Own product marketing for membership: positioning messaging competitive insight and launch readiness across all membership classes (including upcoming Associate Membership).

• Design and execute go-to-market plans that are data-driven and omnichannel aligned to Marketing & Customer Experience (MCX) and Membership & Society Relations (MSR).

• Build segmentation frameworks and journeys; deliver personalised campaigns using marketing automation to drive conversion and renewal.

• Champion test-and-learn with clear KPIs and dashboards (renewal % churn % NPS LTV/ARR framing); continuously optimise performance.

• Partner globally with Product Education Research Technology and regional/society teams to bring membership value to life in market.

• Manage and mentor a small team of marketing and customer experience professionals; cultivate a high-output experiment-driven culture.

What Were Looking For

• Significant and demonstrable years of progressive experience in product marketing within a global matrixed environment.

• Proven experience leading GTM strategies for subscription membership or B2C/B2B2C products.

• Demonstrated expertise in audience definition and buyer personas: able to translate insights into sharp value propositions and differentiated positioning.

• Experience planning and running research using findings to drive audience insight and shape membership marketing strategies.

• Commercial acumen with knowledge of pricing analytics and forecasting.

• Demonstrated success in developing and executing data-driven multi-channel marketing campaigns that achieve measurable growth.

• Experience leading and mentoring small teams and working cross-functionally to achieve objectives.

• Strong analytical and technical skills; proficiency with marketing automation and CRM platforms with a preference for Salesforce Marketing Cloud (SFMC); experience with other tools such as Adobe Campaign also valued.

• Excellent written verbal and interpersonal communication skills with the ability to influence at senior levels.

• Familiarity with professional associations subscription models or nonprofit membership organisations.

Why Join Us

• Lead the global launch and scale of CFA Institutes first new membership class and modernise our lifecycle and loyalty strategy.

• Make a visible impact with direct contribution to enterprise goals board-level exposure and scope for innovation.

• Collaborate with global colleagues across marketing membership and regional teams to deliver value-led member experiences worldwide.

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: UK 90000 - 100000 / US $130000 - $160000 per year. All salary ranges are subject to adjustment based on experience education location and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus a 12% employer contribution to a pension/401(k) plan and a comprehensive medical benefits package.

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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.

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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