Director, AI & Technology Systems Foresight

We need to output HTML fragment with sections: About the role (already present), Responsibilities (What You'll Do), Requirements/Qualifications/Skills (What You'll Bring), Benefits, Pay, Schedule if present. The posting includes compensation and benefits info. Also includes location info (eligible jurisdictions). Should we include a section for Location? Not required; only use headings from list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can combine Requirements/Qualifications/Skills into one section maybe. The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can include those headings if content exists. We must not repeat job title as heading. The page already shows it, so we don't add a heading for the title. We need to preserve all substantive information, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). Also remove the "Important Message" about application demonstration etc. Also remove the CFA Institute description and social media links? Those are likely boilerplate. The "About CFA Institute" paragraph maybe considered boilerplate but it's substantive about organization; but it's not required per instructions? It says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "About CFA Institute" is not exactly those, but could be considered generic description; but we might keep it as it's substantive about the organization. However the instruction: "Prefer a few substantive sections over many thin ones." Might be okay to include a brief paragraph about CFA Institute under maybe "About CFA Institute" but not a required heading. Since we only allowed certain headings, we could put that info in a

before sections or after. The instruction: "Output ONLY the HTML fragment — no /, no markdown code fences." So we can output a series of

and

/

. We need to include About the role heading? The posting already has "About The Role". We should use

About the role

and then the prose from that section (the paragraph after "About The Role"). Then Responsibilities: from "What You'll Do". Use

Responsibilities

and then list items as
• . Then Requirements/Qualifications/Skills: from "What You'll Bring". Could split into Requirements, Qualifications, Skills but we can combine into one section maybe

  Requirements

  or

  Qualifications

  . The instruction says we can use those headings if content exists. We have content for all three; we could separate but risk thin sections. Better to combine into one

  Requirements

  (or

  Qualifications and Skills

  but not in list). The list includes Requirements, Qualifications, Skills as separate possible headings. We could do one heading "Requirements" and include all. That's acceptable. Then Benefits: from "Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package. We offer a comprehensive benefits package..." Also earlier: "All salary ranges are subject to adjustment..." That's Pay. So we need Benefits and Pay sections. Schedule: not mentioned, so omit. We also need to include location info? Not in headings list; could be placed in a

  after About the role maybe. But we must preserve all substantive information. Location: "This position may be based in eligible jurisdictions in the United States or United Kingdom." That's substantive. We could put it in a

  under About the role or as its own paragraph before sections. We also need to include the compensation range: "Expected salary range: $126,000 - $170,000 / £90,000 - £111,000 per year." That's Pay. We also need to include the benefits details. We must remove boilerplate: the "About CFA Institute" paragraph and social media links, the "Important Message", the EEO statement, the accommodation request, etc. Also remove the lines about "We thank all those who apply." etc. Let's extract substantive sections: - About The Team (first paragraph) maybe also relevant? It's about the Macro Systems & Foresight function. That's substantive about the team. Should we include? Could be part of About the role? But we have a heading About the role only. The instruction says use headings for those specific sections; we could also include a

  before sections for any introductory text. The "About The Team" paragraph is about the team; we could include it as a

  before About the role heading. - About The Role paragraph(s): after heading. - What You'll Do: responsibilities. - What You'll Bring: requirements/qualifications/skills. - Compensation and benefits. - Location. Let's craft HTML. We'll start with a

  for About The Team. Then

  About the role

  with the paragraph(s) from that section. Then

  Responsibilities

  with
  • each duty. Then

    Requirements

    with
    • each item from What You'll Bring. Then

      Benefits

      with
      • benefits. Then

        Pay

        with

        salary range. Optionally include location in a

        after Pay or before. We must not include headings with empty content. Let's extract the exact text. About The Team paragraph: "CFA Institute's Research & Policy Center has established a Macro Systems & Foresight function to help the investment profession navigate a future shaped by disruption and uncertainty. Foresight is not forecasting. Rather than predicting a single outcome, the team examines material structural changes already reshaping finance while developing multiple plausible futures across 5-, 10-, and 20-plus-year horizons. It maps the mechanisms through which change may propagate and considers what alternative trajectories could mean for finance. That work helps frame RPC’s research, standards, advocacy, and thought leadership priorities and supports continued readiness as external conditions evolve." We'll keep that as a

        . About The Role paragraph(s): "As the team’s Senior AI and technology specialist, you’ll assess how artificial intelligence and other material technologies could structurally reshape global finance, including market and institutional structures, investment practice, professional roles, and standards. This is about AI as a force of disruption to the financial system, not technology for its own sake. You’ll bring technical realism to the team’s thinking, challenging hype-driven narratives as readily as assumptions that underestimate the pace or significance of change, and translate technological developments into clear structural questions, hypotheses, scenarios, and implications for RPC to investigate and test. A core purpose of the role is internal enablement. You’ll partner with research, standards, advocacy, and other RPC teams to stress-test assumptions, assess the future relevance of existing work, and understand how AI and other technological developments may affect their areas. You’ll contribute specialist technical expertise while ownership of broader strategy and substantive work remains with the relevant functional leaders. You’ll also translate the team’s technical analysis into high-quality external thought leadership and contribute to senior industry discussions on AI, technology, and finance. External publication and representation are extensions of the underlying foresight work, not standalone objectives. This is a senior individual-contributor role reporting to the Head, Macro Systems & Foresight and working as part of a small, multidisciplinary team of specialists." We'll put that in

        maybe multiple paragraphs but we can combine into one

        with line breaks? Better to keep as

        with the content; we can split into multiple

        if needed but not required. Responsibilities: bullet points from "What You'll Do". Let's list them: - Provide deep technical analysis of AI and other material technological developments, prioritizing changes already affecting finance while maintaining disciplined awareness of emerging capabilities and technologies. - Assess AI capability trajectories, architectures, model behavior, scaling dynamics, compute and data constraints, autonomy, control challenges, and institutional feasibility, distinguishing technically plausible developments from speculation or hype. - Map how technological change could transmit through investment workflows, portfolio construction, risk management, financial institutions, market structure, professional roles, and standards. - Translate technical developments into clear structural questions, hypotheses, critical uncertainties, and plausible future states that can inform shared foresight priorities and subsequent RPC research, standards, advocacy, and other work - Contribute technical expertise to scenario development and stress-testing, ensuring assumptions about AI capability, adoption, governance, and institutional response remain credible and appropriately conditional. - Identify relevant technical constraints, failure modes, governance challenges, and systemic risks, and assess what they may mean for finance, investment practice, and professional expectations. - Partner with RPC functional teams to stress-test existing research, standards, guidance, advocacy positions, and other assets where AI or technological change may affect their continued relevance or fitness for purpose. - Support RPC’s living-readiness discipline by identifying material changes in technology, capabilities, or adoption that should trigger reassessment of existing assumptions, positions, or assets - Produce clear technical landscape assessments, executive briefings, and contributions to broader foresight outputs, and develop external thought leadership that translates complex technological change into accessible, decision-relevant implications for finance and the investment profession. - Engage researchers, technologists, practitioners, governance experts, and institutional stakeholders to challenge assumptions, maintain current technical understanding, and strengthen the team’s analysis We'll make each a

      • . Requirements/Qualifications/Skills: from "What You'll Bring". Let's list each bullet: - Deep expertise in artificial intelligence, AI systems, architectures, and evolving capability dynamics, with sufficient breadth to assess adjacent technological developments where relevant. - Demonstrated ability to reason about AI as an evolving socio-technical system, connecting technical capability with adoption, institutions, governance, and real-world constraints. - Strong understanding of AI capability trajectories, scaling dynamics, compute and data constraints, model behavior, autonomy, failure modes, and governance architectures. - Familiarity with financial markets, investment management, or financial institutions, or demonstrated ability to apply deep technical expertise rapidly to unfamiliar domain contexts. - The ability to distinguish credible developments from speculative or deterministic narratives, while staying open to change that challenges prevailing assumptions. - The ability to explain complex technology clearly to non-technical and senior audiences, without jargon. - Strong systems thinking, including the ability to trace how technological change may transmit through financial markets, institutions, investment workflows, professional practice, roles, and standards, while maintaining a system-level perspective rather than becoming confined to narrow applications - Comfort operating across long time horizons and with incomplete evidence, together with disciplined judgment about what the available evidence supports and where technical trajectories remain uncertain. - Exceptional writing and communication skills, with a track record of substantive analysis or thought leadership for sophisticated audiences. - A collaborative style, strong stakeholder-management skills, and the ability to influence without authority, engage constructively with senior internal stakeholders and external technical experts, contribute specialist expertise to a multidisciplinary team, and publish in an institutional voice. - Strong intellectual independence, curiosity, and disciplined judgment, including a willingness to challenge prevailing assumptions where technical evidence warrants it. - Strategic foresight experience is a plus but not required. We'll put each as
      • under

        Requirements

        . Benefits: from text: "Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package. We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs." We can split into list items: - Annual incentive bonus eligibility - 12% employer contribution to a 401(k) or pension plan - Comprehensive medical benefits package - Health coverage - Generous time off - Competitive retirement plans