Senior Program Manager, Financial Literacy

Key Responsibilities

Program Build & Launch

• Lead day-to-day execution of the financial literacy initiative from concept through launch
• Translate strategic direction into a structured phased project plan with clear milestones and deliverables
• Coordinate development of a centralized resource hub (content tools frameworks and best practices)
• Partner with internal technology teams and where needed external vendors to design and deliver the underlying platform content infrastructure and user experience; assess existing CFAI digital properties (including Connexions) as potential platform options before committing to new build
• Establish initial governance processes and success metrics

Stakeholder & Network Coordination

• Serve as the primary point of coordination across CFA Institute and participating societies
• Engage and support a global working group of society leaders and subject matter experts
• Facilitate regular working group meetings (e.g. monthly) including agenda setting materials and follow-ups
• Identify document and elevate existing society-led financial literacy efforts and assets
• Navigate varying levels of readiness capability and priorities across markets

Content & Resource Curation

• Oversee identification review and organization of financial literacy content and tools
• Coordinate with subject matter experts to ensure quality relevance and consistency
• Support development of scalable frameworks that societies can adopt or adapt locally
• Ensure alignment with CFA Institute standards and positioning

Implementation & Scaling

• Support the Working Group in defining the evidence criteria that would trigger movement into a more structured phase of the initiative
• Capture learnings and refine tools processes and content accordingly
• Develop playbooks and guidance to enable broader network adoption
• Partner with Marketing and Communications teams to support brand awareness positioning and promotion of the initiative and its resources across global and local channels
• Partner with regional and society leaders to drive engagement and uptake

Ongoing Program Management

• Transition the initiative from build phase to steady-state operations
• Maintain and evolve the resource hub and supporting infrastructure
• Monitor performance metrics and impact indicators
• Identify opportunities for continuous improvement and expansion
• Manage initiative budget including micro-grant administration and vendor or contractor relationships

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 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 401(k)/pension plan and a comprehensive medical benefits package.

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.

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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.

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