Manager, Industry Engagement & Platforms

About the role

CFA Institute is hiring a Manager, Industry Engagement & Platforms to help execute senior-level industry engagement platforms and relationship-led programmes across our global investment community.

Responsibilities

• Execute relationship-led engagement platforms involving senior practitioners, firms, sponsors, CFA Societies and internal partners.
• Support peer-to-peer professional engagement models and CFA Society-enabled delivery partnerships that strengthen member value and institutional relationships.
• Manage content research and agenda development for assigned engagement activity, from research and ideation through to agenda release and onsite execution.
• Turn themes, trends and insights into reusable content that can support multiple divisions across CFA Institute.
• Identify, evaluate, recruit and brief high-calibre speakers and senior contributors.
• Act as a front-line relationship and delivery point for selected senior external and internal stakeholders.
• Coordinate cross-functional delivery across internal stakeholders including Marketing, Community, Societies, the Research & Policy Center, sponsors, speaker management and event partners.
• Help manage reputational, content and relationship risks before and during live events.
• Use qualitative and quantitative feedback to improve programming, audience value and portfolio consistency.

Requirements

• 5+ years' experience in project or programme management, event programming, client relationship management, industry engagement, or a related professional services / events environment.
• Direct experience managing senior stakeholder or client relationships where judgement, responsiveness and communication quality matter.
• Demonstrable understanding of investment-industry themes and trends, ideally gained through financial services, investment events, professional education, research, publishing or member / community engagement.
• Experience supporting event programming, content strategy, agenda development, speaker engagement, or programme delivery.
• Ability to work independently, exercise judgement, know when to escalate and carry work forward without heavy direction.
• Strong written and verbal communication, with credibility engaging senior-level internal and external stakeholders.
• Comfort influencing without formal authority in high-visibility environments and coordinating multiple complex initiatives at once.

Qualifications

• Nice to have: Experience in investment-industry events, financial media / events, professional associations, member organisations, or CFA Society partnership environments.
• Exposure to sponsorship, peer-to-peer community models, senior practitioner networks, or executive-level engagement programmes.
• Familiarity with audience feedback, event performance metrics, content risk management or data-informed programme improvement.

Benefits

Additional benefits include eligibility for an annual discretionary 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.

Pay

$120,000 - $140,000 per year. Actual salary within the stated range will depend on the individual's experience, qualifications, skills, location, and other job-related factors.

Schedule

Hybrid schedule based in New York, NY.