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About the Role

CFA Institute's Research & Policy Center (RPC) is seeking a Senior Director, Research to lead and strengthen its global research portfolio. This role involves strategic research leadership, team development, editorial oversight, and external engagement to advance the organization's mission of promoting the highest standards of ethics, education, and professional excellence in the investment industry.

Responsibilities

• Lead, mentor, and develop a team of researchers, providing guidance, coaching, and developmental support.
• Oversee research projects from concept through publication, ensuring methodological rigor, analytical quality, and alignment with organizational priorities.
• Provide editorial review, quality assurance, and constructive feedback across research outputs.
• Author and contribute to original research, thought leadership, and industry analysis.
• Develop and refine research proposals that support strategic priorities and emerging industry themes.
• Translate complex research findings into accessible, high-quality publications and thought leadership content.
• Serve as a senior subject matter expert and spokesperson for CFA Institute research.
• Represent CFA Institute at conferences, industry events, academic forums, media engagements, and stakeholder meetings.
• Build and maintain relationships with academics, practitioners, policymakers, industry experts, and external research partners.
• Monitor developments across investment management, capital markets, regulation, and industry practice to inform research priorities.
• Help scale and strengthen the research function by expanding senior review capacity, improving research workflows, and reducing publication bottlenecks.
• Contribute to the continuous evolution of research standards, editorial excellence, and portfolio-wide quality assurance practices.

Requirements

• Extensive experience conducting, leading, publishing, or overseeing research within investment management, asset management, investment banking, financial services, policy, or related fields.
• Demonstrated success managing, mentoring, or developing staff and research teams.
• Strong track record of producing, reviewing, and supervising high-quality research and thought leadership.
• Deep understanding of investment management, capital markets, and industry trends.
• Experience presenting research findings to senior stakeholders, industry audiences, media, or conference attendees.
• Proven ability to evaluate research methodologies, provide critical review, and improve research quality and impact.
• Strong written communication skills with the ability to transform complex analysis into compelling, publishable content.
• Excellent verbal communication and presentation skills with confidence representing an organization externally.
• Experience operating effectively within complex, global, multi-stakeholder environments.
• Ability to balance strategic thinking with hands-on execution and delivery.

Skills

• Research leadership
• Team development
• Editorial oversight
• Thought leadership
• Investment management
• Capital markets
• Financial services
• Policy analysis
• Subject matter expertise
• Public speaking
• Relationship building
• Strategic thinking
• Communication

Location

• Global

Work Type

• Full-time

Experience Level

• Senior

Education Level

• Bachelor's degree required
• Advanced degree preferred
• CFA Charterholder status, active CFA Program candidacy, or other relevant postgraduate qualifications are highly valued
• Experience or expertise in private markets, asset management, or related investment disciplines would be advantageous

Salary/Compensations

• $175,000 - $234,000 per year

Benefits

• Eligibility for an annual incentive bonus
• 12% employer contribution to a 401(k) or pension plan
• Comprehensive medical benefits package
• Health coverage
• Generous time off
• Competitive retirement plans
• Flexible work options
• Wellbeing and development programs

About the Company

• CFA Institute is the global leader in investment excellence and ethics.
• With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets.
• Join a global organization committed to putting investors first.

Equal Opportunity

• 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.
• If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to TAHelpdesk@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.