Head, Investment Practice – Professional Standards

This is a fully remote position, open to applicants in United States, +7 more locations.

📋 Description

• Establish the strategic vision for the investment-practice and standards capability of the Research & Policy Center.

• Oversee the development of CFA Institute's professional standards framework, which includes ethical guidelines, professional conduct policies, voluntary standards like GIPS, case studies, and interpretation systems.

• Keep abreast of evolving practices and decide when to revise content, develop guidance or case studies, or implement changes at the standards level.

• Identify the needs, workflows, decision-making contexts, constraints, and adoption challenges of practitioner audiences.

• Create guidance, tools, case studies, and engagement strategies that effectively translate research and insights into practical applications.

• Develop strategies for practitioner engagement and activation throughout the Research & Policy Center.

• Link various audiences, themes, resources, consultations, roundtables, meetings, and feedback channels.

• Collaborate across the Research & Policy Center and the broader organization to produce materials aimed at practitioners and the enterprise.

• Empower downstream partners and teams to utilize resources effectively and consistently.

• Engage with senior leadership and external stakeholders, simplifying complex standards and practice matters into actionable insights.

• Lead, mentor, and cultivate a large, senior, multidisciplinary team.

• Prioritize tasks, allocate resources, enhance capabilities, and ensure that specialist expertise yields clear, timely, and applicable results.

⛳️ Requirements

• Extensive experience in leading and nurturing teams, which includes setting direction, delegating tasks, and driving accountability.

• Proven success in delivering tangible outputs and assets rather than merely formulating strategies or recommendations.

• Significant background in financial services, a professional organization, or a similar entity, along with a comprehensive understanding of the interconnected aspects of the investment industry.

• Considerable experience in translating intricate research, standards, or technical information into practical guidance, tools, or materials tailored to specific audiences.

• Experience in overseeing professional standards, ethical frameworks, voluntary codes, practitioner guidance, or similar regulated professional resources.

• Substantial experience in designing or facilitating practitioner engagement initiatives, such as roundtables, consultations, or advisory committees.

• Strong grasp of investment practices, institutional decision-making, fiduciary responsibilities, and professional standards.

• Excellent strategic and operational judgment.

• Strong skills in stakeholder management and interpersonal interactions.

• Ability to maintain a balance between thoroughness and efficiency.

• A CFA charter or similar credential is advantageous, though not mandatory.

• Experience in a go-to-market or sales-enablement role is a plus.

🏝️ 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.

• Some travel required for practitioner meetings, roundtables, and stakeholder engagement.