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About the Role

Lead the strategy, governance, and administration of examinations across CFA Institute's Education portfolio. This senior leadership role ensures exams are delivered consistently, securely, reliably, and fairly across a global testing network, overseeing global exam delivery, vendor governance, candidate-facing policy, security, grading logistics, and results reporting. You will also play a key role in a major test-vendor RFP and contribute to the future direction of the CFA Program.

Responsibilities

Lead global exam management across delivery, security, candidate policy, grading logistics, and results reporting.
Oversee strategic testing-vendor relationships, including performance governance, service delivery, escalation management, KPIs, and SLAs.
Ensure examinations are delivered consistently, securely, reliably, and fairly across global markets and test-centre networks.
Lead a sizeable specialist team and strengthen ways of working across Education, Operations, Legal, Customer Service, Risk, and other partners.
Review and evolve testing policies to support fairness, accessibility, and candidate experience while safeguarding exam integrity.
Contribute to major strategic initiatives, including the upcoming test-vendor RFP and broader Education priorities.
Represent Exam Management on the Education Leadership Team, helping shape direction for the CFA Program and wider Education portfolio.

Requirements

Senior leadership experience in testing, assessment, credentialing, certification, or a closely related exam-delivery environment.
Clear evidence of leading complex exam, assessment, or service-delivery logistics at scale.
Experience managing major external vendors or partners, including performance oversight, governance, escalation, and continuous improvement.
Strong people leadership experience, ideally leading sizeable specialist teams through change.
Ability to balance operational rigor, exam security, candidate experience, fairness, accessibility, and risk.
Strong judgment, detail orientation, and emotional intelligence, with the ability to influence cultural change across a specialist function.
Experience working across complex stakeholder groups, potentially including regulators, professional bodies, vendors, internal leadership teams, and global operational partners.
Finance industry experience is helpful but not required; relevant testing or credentialing experience from other sectors is welcome.

Skills

Exam management
Vendor governance
Candidate policy
Security
Grading logistics
Results reporting
Performance oversight
Service delivery
Escalation management
KPIs
SLAs
People leadership
Change management
Operational rigor
Risk management
Stakeholder management
Test-vendor RFP management

Location

Charlottesville, VA
US East Coast locations (GA, FL, NC)
London, UK

Work Type

Full-time

Experience Level

Senior leadership

Salary/Compensations

US - National Locations (VA, NC, GA, FL): $205,000 - $235,000 per year
UK - London: £135,000 - £165,000 per year

Benefits

Eligibility for an annual discretionary 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.
We are a globally recognized organization committed to promoting the highest standards of ethics and professional excellence in the investment industry.
The skills and experience you develop throughout your career directly support that mission.
By investing in our people, we enable both our employees and our organization to succeed.

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.