• CFA Institute.
  • New York , NY
  • Miscellaneous
  • Full-Time
  • 172 W 104th St

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Job Description Summary:

The Head, External Diversity & Inclusion (D&I) Programs, is accountable for all CFA Institute externally-facing initiatives, projects, events and programming related to improving diversity and inclusion in the investment management profession. The global financial industry is widely considered to be lacking in diversity not just gender, but many other aspects that reflect the richness of differences that make up society at large. It is especially true in investment management, where the issue is both one of career advancement and entry access to the profession itself. The goal of a diverse and inclusive profession is to create richness in ideas, thought, and decision making that benefits both investors and society at large. As the profession of managing capital grows into new markets, incorporates disruptive technology, addresses increased regulation, and expands into new product areas, diversity and inclusion (D&I) is a critical factor to not just better outcomes for investors, but to the long run health of the profession itself.

CFA Institute, and our 160,000+ members around the world, leads the investment professional globally by promoting the highest standards of ethics, education and excellence for the ultimate benefit of society. We provide credentialing of future professionals; deliver career development opportunities to our members; and build market integrity using standards, research, advocacy, and engagement activities. Along with the 150+ CFA Societies around the world, CFA Institute has identified D&I as one of the most important areas of focus to our mission.

The role of Head, External D&I Programs has been created to lead the many different D&I activities globally, and to create a consistent, coordinated strategy for using our resources and vast professional network to maximize impact within the industry.

In particular, this individuals top initial priority is to plan, execute and deliver a partnership with a global group of 12 major institutional investors (the G7 owners), recently announced in June at the G7 meeting in Quebec. The basis of the partnership initially a series of 6 summer internship programs for young women in targeted emerging markets looking to enter the investment management profession. The program will be staffed with at 3 individuals, led under this individuals direct line management. The role includes working with and coordinating additional resources committed by these organizations.

This individual will also be responsible for leadership of all other outward / client-facing Diversity & Inclusion efforts by CFA Institute, including programs that include a D&I institutional investor roundtable series, best practices guide, D&I annual conference, Women in Investment Management initiative and leveraging the many 3rd party partnerships with external diversity-focused organizations and initiatives.

This individual understands the urgency of the industry need for D&I, knows the dynamics of change occurring in the profession, and will define a vision and desired outcomes using the vast resources of CFA Institute and our local societies. The role involves setting strategy, establishing a business plan, evaluating and prioritizing existing programs and offerings, and identifying new ways to advance the D&I agenda. The person tasked with this role will be good at execution and coordinating resources, as well as being strong at publicly representing the organization in the industry on this topic.

The position will be located in London, New York or Charlottesville, although must also be familiar and comfortable working with programs in emerging markets while balancing needs of multiple stakeholders in a global context. The role will report jointly to the Head, Global Institutional Relations and the Head, Global Society Relations.

Job Description:


  • Accountable for building and maintaining a global, industry recognized external D&I Program portfolio that is relevant to our key stakeholders members, societies, institutions, and society at large.
  • Responsible for the planning, coordination, and delivery of the G7 partnership (outlined above).
  • Leadership of all other outward / client-facing Diversity & Inclusion programs and initiatives by CFA Institute (as outlined above).
  • Identify, create and implement any additional D&I initiatives that serve CFA Institutes mission.
  • Manage a small global team of individuals tasked with implementation of the G7 program and other D&I related programs. Develop and sustain this nimble, high-performing global team; provide leadership and support with the ability to be hands on when necessary.
  • Represent CFA Institute at a senior level with external stakeholders and networking groups, positively engaging and informing on our external diversity and inclusion strategy, targets and activities.
  • Partner effectively with CFA Societies, Institutions and Universities to execute and deliver D&I programs.
  • Command influence and coordinate contributed resources from other teams, CFA societies, and the institutions with which we partner to achieve our goals, across staff and volunteers that are not directly reporting to this individual.
  • Devise key performance targets for external D&I, continually monitor impact and achievement against these targets.

  • Ability to create impactful external D&I program strategies, plans and messaging to achieve mission goals, ensuring alignment across all institutional channels; ability to quickly adapt and update strategies as required by changing business needs and external influences.
  • Minimum of 2 years experience working on diversity and inclusion initiatives in a formal or informal context.
  • Solid network of contacts in the diversity and inclusion arena and/or in the industry at large. Must be comfortable networking, especially with senior C-suite level contacts in the investment management business.
  • Highly collaborative style; experienced in building strong relationships and influencing stakeholders at multiple levels, including the C-suite. Ability to establish trust and strong rapport with CFA Institute leadership teams, board members, employees, volunteers, members and others.
  • Highly-motivated self-starter comfortable leading and managing in the listed areas of responsibility. Ability to facilitate senior level meetings and counsel senior stakeholders, including Societies, on diversity and inclusion topics.
  • Bachelors degree required, Masters degree in finance, business administration, or marketing ideal.
  • Chartered Financial Analyst (CFA) designation preferred, but not required.
  • Demonstrated experience in setting vision, strategy, tactics and delivery for D&I initiatives
  • Experienced in, and comfortable with, acting as a spokesperson for CFA Institute D&I
  • Strong problem-solving, organization, persuasion, and negotiation skills.
  • Highly effective team-building and influence skills, able to influence without authority.
  • Proven ability to interact effectively with cross-functional teams and keep team members motivated.
  • Excellent communication skills including written, verbal, listening, and presentation.
  • Ability to create new and unique ideas and an entrepreneurial spirit a plus.
  • Very high level of organizational and time management skills, including ability to juggle competing priorities and changing expectations.
  • Must demonstrate outstanding judgment and mature business skills with the ability to establish a strong rapport with senior management.
  • Excellent consulting, problem solving, and analytical skills.
  • Ability to handle confidential and sensitive information with a high degree of professionalism.

  • Global travel will be required; approximately 30 percent of the time

  • Global Perspective Understands business on a global scale, understands differences in people and cultures, and is effective across varied conditions.
  • Agility Responds quickly to opportunities, is flexible, and effectively embraces change.
  • Effective Communication Communicates clearly and succinctly in a variety of settings and styles, listens, and presents a professional image.
  • Stakeholder Focus Identifies and understands stakeholders and their needs, acts with their interest in mind, and gains their trust and engagement.
  • Strategic Vision - Recognizes trends and opportunities, acts accordingly, and thinks critically which translates into a compelling and inspiring vision.
  • Manages and Motivates Others Ability to set clear accountabilities for others and energize and enable them to deliver results.
  • Organizational Awareness Understands how the organization works and knows how to get things done both through formal channels and the informal network; understands the culture of the organization.
  • This job description is a summary of job requirements and duties and is not intended to be an exhaustive list of all areas of responsibility.

    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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