Develop and execute a global continuing education strategy aligned with CFA Institute’s mission and Membership priorities
Define the continuing education value proposition across career stages, regions, and member segments
Apply member, employer, and market insights to ensure learning remains relevant, differentiated, and forward-looking
Partner with Technology and cross-functional teams to deliver a modern CE platform, including tracking, verification, and compliance
Serve as the Membership lead on skills-based learning, working with Education to modularise and reuse learning assets
Partner with Product, AI, Education, and Research teams to deliver an AI-enabled learning ecosystem for members
Lead strategy for live and virtual learning events, professional communities, and external CE partnerships
Establish quality, credibility, and verification standards, and track success metrics for member engagement and impact

Proven leadership experience in professional, executive, or continuing education within a professional or industry-facing context
Credible understanding of the investment industry, including how professionals build and maintain skills, relevance, and trust across their careers
Proven experience designing, scaling, or transforming modern learning ecosystems that are digital, modular, and skills-based
Ability to combine strategic vision with hands-on delivery, particularly in early phases of transformation
Comfortable operating as an individual contributor initially, with openness to taking on people leadership as the function grows
AI literacy and curiosity, with the ability to partner effectively on AI-enabled learning initiatives
Strong stakeholder influence skills within complex, global, matrixed organisations
Demonstrated success building external partnerships with academia, learning providers, professional bodies, regulators, or employers
CFA Charterholder preferred as a credibility proxy, but equivalent professional standing is also welcomed.

Director, Continuing Education

Key skills