Senior Project Manager, Membership Initiatives

Are you a portfolio-driven project leader who thrives in complexity and wants to shape how enterprise work gets delivered

The Senior Project Manager Membership Initiatives is the central owner of project and portfolio delivery for CFA Institutes global Membership organization. This role ensures that high-priority membership initiativesincluding new membership classes benefits services and operational improvementsare well-governed strategically prioritized appropriately resourced and delivered with measurable impact.

This is a highly visible hands-on leadership role that combines direct ownership of critical initiatives with the opportunity to build and mature project and portfolio management (PPM) capabilities across the Membership division. You will partner closely with senior leaders and cross-functional teams to improve delivery speed predictability financial outcomes and decision-making quality across a complex global portfolio.

What Youll Do

• Own the health outcomes and financial impact of the global Membership project portfolio ensuring alignment with enterprise priorities.

• Lead high-profile projects and strategic initiatives modeling excellence in project and program delivery.

• Design implement and continuously improve project intake prioritization governance and business value assessment processes.

• Develop and deliver portfolio-level tracking reporting and insights for senior leadership to enable data-driven decision-making.

• Establish and mature project management standards tools templates and best practices across the Membership organization.

• Coach mentor and oversee internal and external project managers supporting the Membership portfolio.

• Partner with senior stakeholders across Education Research Events Product Marketing and local CFA societies to manage dependencies and deliver value to members.

• Proactively identify and manage risks issues interdependencies and resource constraints across concurrent initiatives.

• Influence without authority in a matrixed global environment while maintaining accountability for scope schedule budget and quality.

What Youll Bring

Minimum Qualifications

• 7 years of experience leading complex cross-functional projects programs and portfolios.

• Demonstrated success building or maturing project and portfolio management frameworksnot just executing individual projects.

• Strong executive-level communication and stakeholder management skills including experience presenting portfolio status risks and trade-offs.

• Proven ability to manage multiple concurrent high-stakes initiatives with financial and delivery accountability.

• Bachelors degree in a relevant field or an equivalent combination of education and experience.

Preferred Qualifications

• PMP PMI-ACP PRINCE2 or similar project management certification.

• Experience in professional membership-based education credentialing or regulated organizations.

• Prior people leadership mentoring or PMO leadership experience.

• Familiarity with portfolio management tools reporting automation and continuous improvement practices.

Why Join Us

• Own a visible enterprise-level portfolio that is central to CFA Institutes membership strategy and mission.

• Shape how work gets done by building sustainable delivery capabilitiesnot just executing projects.

• Partner closely with senior leaders on strategic global initiatives with meaningful member impact.

• Join a mission-driven globally respected organization committed to professional excellence.

• Benefit from a flexible remote or hybrid work model and a culture that values accountability agility and continuous improvement.

Compensation Transparency

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 for London based candidates: 70000 - 85000 GBP

Expected salary range for US based candidates: 110000 - 135000 USD

Other benefits include eligibility for annual incentives employer retirement contributions 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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