President and Chief Executive Officer

CFA Institute

The CFA Institute's mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. For more than 75 years, employees and volunteers at CFA Institute have pursued this mission with diligence. The organization’s commitment to this purpose, supported by advocacy and professional standards, has positioned the CFA Institute as a trusted global entity and the CFA Program as the gold standard credential in the investment industry. Today, the CFA Institute has a global presence in 160+ markets, with 200,000+ members, 155+ local societies, and GIPS Standards adopted by more than 80 of the top 100 asset managers.

The CFA Institute understands that the flow of financial capital underpins the global economy and the long-term health of society, and the returns from invested capital fuel economic growth and prosperity for billions around the world. Investment professionals understand that finance is both a force for good and profit. Standing alongside these professionals around the world, the Institute carries out work in four areas, as outlined below:

Learning

We turn learning into leading

The Institute’s learning programs provide everyone, regardless of education or background, with the opportunity to learn new skills when they want, to forge their own career path, and to shape and lead the industry.

Standards

We turn principles into practice

The Institute’s standards and policies provide ethical benchmarks for the industry. They protect investors, markets, and society and ensure investment professionals have a framework to uphold fiduciary duty.

Membership

We turn networks into connections

The Institute’s global community of over 200,000 members in 160 markets represents an incredibly powerful resource for meaningful professional growth and collaboration.

Research

We turn complexity into clarity

The Institute’s world-class research helps the industry make sense of highly complex topics and, crucially, what those changes mean for clients and financial organizations.

Key Facts

• 200,000+ charter holders
• 155+ active CFA societies
• 850+ affiliated universities
• $416 million in revenue (FY25)
• 600 staff

Position Summary

The CFA Institute is poised to shape the future of the investment industry and profession by providing a clear, unbiased, and authoritative voice on investment practices and outcomes. In order to continue to evolve and grow the CFA program globally, the next Chief Executive Officer (CEO) will balance stewardship of the CFA charter with expansion into adjacent offerings, translating strategy into measurable impact while preserving the distinctiveness of the CFA charter in an increasingly competitive and technology- and AI-disrupted landscape. The new CEO will diversify the Institute's portfolio of learning products and grow its membership, while bolstering its global status as a trusted authority. The next CEO will drive success, unify and energize the organization internally, develop and align the Institute’s financial, operational, technological, and human resources, and engage stakeholders globally to secure the Institute's continued position and impact.

The CEO role can be based in Charlottesville, New York City or London.

Key Relationships

Reports to
Board of Governors

Direct reports
Chief Financial Officer
Chief Operating Officer
Chief Legal and Compliance Officer
Chief People Officer
Chief Information Officer and Managing Director, Technology and AI Solutions
Managing Director, Education
Managing Director, Global Partnerships & Client Solutions
Managing Director, Institutional Solutions
Managing Director, Research & Policy Center

Other key relationships
Global CFA Society Leadership
Global CFA Member Community
Governmental/Regulatory Agencies
Trade and Consumer Media
Academic and Industry leaders
Key Industry Leaders

Key Responsibilities

Strategic Leadership and Vision

• Establish clarity and alignment with the Board of Governors and staff around the CFA Institute's strategic plan and vision, ensuring financial sustainability and advancing the organization’s distinction.
• Effectively steward and champion public awareness and other initiatives that promote the CFA accreditation around the world.
• Continue to strengthen the core CFA program, but also diversify the Institute's portfolio of learning