Design and build a global strategy for professional communities and engagement platforms, creating scalable and repeatable models for industry engagement
Identify and convene senior stakeholders across the investment ecosystem, curating high-value forums, roundtables, and peer networks around key themes
Establish and grow targeted audience communities (e.g. private wealth, asset owners), ensuring relevance, quality, and influence
Own and scale the Institute–Society co-delivery model, defining standards, governance, and ways of working to enable consistent global execution
Develop strategic partnerships with CFA Societies, industry bodies, and leading organisations such as financial media and global institutions
Connect CFA Institute research with industry dialogue, creating feedback loops that inform future research and thought leadership
Define success metrics across audience reach, engagement quality, and portfolio performance, ensuring sustainable and measurable impact
Build and lead a new team from the ground up, starting with an initial Manager-level hire

Proven experience engaging and influencing senior stakeholders (C-suite / CIO level) within the investment management industry or closely related ecosystems
Experience convening senior audiences through forums, roundtables, or professional networks, with a clear understanding of how to bring together the right people around relevant themes
Experience building or scaling professional communities, engagement platforms, or industry networks with defined audiences and purpose
Strong understanding of how to translate thought leadership or industry themes into compelling engagement opportunities
Experience developing structured external partnerships or delivery models (e.g. with associations, networks, or industry organisations)
Demonstrated ability to build or shape teams and operate effectively in a player-coach capacity
Strong commercial and strategic awareness, including the ability to define success metrics and sustainable engagement models

Senior Director, Industry Engagement – Platforms

Key skills