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About the Role

CFA Institute is seeking a Head, Investment Practice & Professional Standards to lead its investment-practice and professional-standards capability. This role will steward the organization's professional standards architecture, including ethical frameworks, professional conduct guidance, and voluntary standards like GIPS, while developing practical guidance and tools for practitioners.

Responsibilities

Set strategic direction for the Research & Policy Center's investment-practice and standards capability, ensuring relevance as practice and market conditions evolve.
Own the evolution of CFA Institute's professional standards architecture, including ethical frameworks, professional conduct guidance, voluntary standards such as GIPS, cases, and interpretation mechanisms.
Maintain a living-readiness discipline to determine when updates or changes to content, guidance, or standards are necessary.
Build a clear view of priority practitioner audiences, their needs, and barriers to adoption, and design practical routes and mechanisms for translating research into use.
Establish a coherent practitioner-engagement and activation approach across the Research & Policy Center.
Partner across the organization to translate research and house views into coherent, reusable practitioner-facing and enterprise-facing materials.
Equip downstream partners and internal teams to use assets consistently and effectively.
Communicate clearly and credibly with senior leaders and external stakeholders, translating complex issues into concise implications and actionable recommendations.
Lead, coach, and develop a large, senior, multidisciplinary team, setting priorities, allocating resources, and building capability.

Requirements

Significant experience leading and developing teams, including setting direction, allocating work, and driving accountability.
Proven track record delivering tangible outputs and assets.
Substantial experience in financial services, a professional body, or a comparable organization, with a broad understanding of the investment industry.
Significant experience translating complex research, standards, or technical content into practical guidance, tools, or audience-specific materials.
Experience overseeing professional standards, ethical frameworks, voluntary codes, practitioner guidance, or similarly governed professional assets.
Significant experience designing or leading practitioner engagement.
Strong understanding of investment practice, institutional decision-making, fiduciary responsibility, and professional standards.
Strong strategic and operational judgment.
Strong stakeholder-management and interpersonal judgment.
Ability to balance rigor with speed.

Skills

Strategic thinking
Operational execution
Stakeholder management
Interpersonal skills
Communication
Leadership
Team development
Financial services knowledge
Investment industry understanding
Standards development
Ethical framework implementation
Practitioner engagement design

Location

London, UK
New York
Washington DC
Charlottesville, VA
Select US East Coast locations (GA, FL, NC)

Work Type

Full-time
Hybrid

Experience Level

Senior leadership
Significant experience leading teams
Substantial experience in financial services or a professional body

Education Level

CFA charter or similar credential (preferred, not required)

Salary/Compensations

US - Metro Locations (DC, NY): $215,000 - $280,000 per year
US - National Locations (VA, NC, GA, FL): $175,000 - $225,000 per year
UK - London: £125,000 - £160,000 per year

Benefits

Eligibility for an annual discretionary incentive bonus
12% employer contribution to a 401(k) or pension plan
Comprehensive medical benefits package
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.
Promotes professional growth, upholds ethical standards, and helps advance better financial markets.
Committed to putting investors first.

Equal Opportunity

We are an Equal Opportunity Employer.
CFA Institute prohibits discrimination and harassment based on 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 by emailing TAHelpdesk@cfainstitute.org.