CFA Institute is launching a global initiative to connect and enable its 158 member societies to deliver financial literacy more effectively in their communities. More than 75 societies are already doing this work—running school programs, producing podcasts, and partnering with nonprofits and educational organizations. This initiative is designed to make that work more visible, more reusable, and more impactful across the network, without displacing society ownership or imposing a centralized curriculum.
We are seeking a dedicated Program Manager to lead this initiative from initial design and build through implementation and ongoing operation. This is a senior individual contributor role requiring strong program management, the ability to build trust and momentum across a global volunteer network, and the judgment to translate strategic intent into practical, scalable execution.
Key Responsibilities
Program Build & Launch
1. Lead day-to-day execution of the financial literacy initiative, from concept through launch
2. Translate strategic direction into a structured, phased project plan with clear milestones and deliverables
3. Coordinate development of a centralized resource hub (content, tools, frameworks, and best practices)
4. 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
5. Establish initial governance, processes, and success metrics
Stakeholder & Network Coordination
6. Serve as the primary point of coordination across CFA Institute and participating societies
7. Engage and support a global working group of society leaders and subject matter experts
8. Facilitate regular working group meetings (e.g., monthly), including agenda setting, materials, and follow-ups
9. Identify, document, and elevate existing society-led financial literacy efforts and assets
10. Navigate varying levels of readiness, capability, and priorities across markets
Content & Resource Curation
11. Oversee identification, review, and organization of financial literacy content and tools
12. Coordinate with subject matter experts to ensure quality, relevance, and consistency
13. Support development of scalable frameworks that societies can adopt or adapt locally
14. Ensure alignment with CFA Institute standards and positioning
Implementation & Scaling
15. Support the Working Group in defining the evidence criteria that would trigger movement into a more structured phase of the initiative
16. Capture learnings and refine tools, processes, and content accordingly
17. Develop playbooks and guidance to enable broader network adoption
18. Partner with Marketing and Communications teams to support brand awareness, positioning, and promotion of the initiative and its resources across global and local channels
19. Partner with regional and society leaders to drive engagement and uptake
Ongoing Program Management
20. Transition the initiative from build phase to steady-state operations
21. Maintain and evolve the resource hub and supporting infrastructure
22. Monitor performance metrics and impact indicators
23. Identify opportunities for continuous improvement and expansion
24. 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 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: Expected salary range: UK £70,000-£90,000 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 200,000 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:
25. Comprehensive health coverage for you and your family
26. Generous leave and time off
27. Competitive retirement plans
28. Flexible work options
29. 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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