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About the Role
Leads a team responsible for the day-to-day management of CFA Institute's global travel program and the administration of its corporate credit card program. Advises on policy updates and ensures a consistent, safe, and efficient experience for business travelers and cardholders worldwide. Monitors supplier performance, manages the travel budget, and recommends improvements based on data and feedback.
Responsibilities
- Manage the day-to-day operation of the global travel program, including the travel management company (TMC), booking platform, and preferred airline and hotel suppliers.
- Lead, coach, and develop a team of travel and card analysts and coordinators.
- Manage the global travel budget, including forecasting, variance analysis, and reporting.
- Own the travel management company (TMC) and preferred-supplier processes, including performance management against SLAs and scorecards.
- Administer and maintain the global travel policy in line with industry practice and in consultation with internal stakeholders.
- Produce travel spend and traveler reporting, and use the analysis to identify trends, exceptions, compliance gaps, and savings opportunities.
- Serve as the operational point of contact for traveler safety, security, and travel disruption escalations.
- Maintain traveler communications, guidance, and training.
- Identify shortcomings in travel and card processes, systems, and procedures; plan and deliver improvements.
- Partner with Procurement, Treasury, Expense Management, and Events to align travel, expense, and card processes.
- Manage the day-to-day administration of the corporate credit card program.
- Review and respond to individual card credit limit change requests.
- Respond to cardholder and stakeholder queries and resolve complex card issues.
- Maintain card program procedures, documentation, and controls.
- Support the implementation of card and travel system or process changes.
Requirements
- Must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location.
Experience Level
- Senior Manager
Benefits
- 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.