New York, New York, United States · Hybrid
$120k–$140k/yr
Location: New York, NY (hybrid). Do you enjoy building trusted relationships with senior investment-industry leaders and turning those relationships into high-quality, unique engagement opportunities? Can you combine eve…
Skills: Project Management, Programme Management, Event Programming, Client Relationship Management, Industry Engagement
New York, New York, United States · Hybrid
$103k–$130k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Tax Preparation, Fiduciary Tax, High-Net-Worth Individual Tax, Not For Profit Compliance, Entity Tax Filings
New York, New York, United States · On-site
$134k–$145k/yr
Compensation TypeYearly Highgate Hotels Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels span…
Skills: Financial Reporting, Cash Flow Management, Budgeting, Variance Analysis, Internal Controls
New York, New York, United States · On-site
About Eventual Eventual is a seed-stage fintech startup tackling one of the biggest challenges in American housing: rising and unpredictable insurance costs driven by climate volatility. Our flagship product, Premium Loc…
Skills: FastAPI, PostgreSQL, Next.js, Tailwind, Python
Blauvelt, New York, United States · On-site
$85k–$95k/yr
Ascape Landscape and Construction is a leading landscape construction and maintenance company specializing in commercial landscape construction and commercial landscape maintenance. With a commitment to quality craftsman…
Skills: Accounts Receivable, Accounts Payable, General Ledger Management, Monthly Close Process, Financial Reporting
Omaha, Nebraska, United States · On-site
$150k–$220k/yr
Company Farm Family Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto …
Skills: P&C Commercial Underwriting, Strategic Leadership, Portfolio Profitability Management, Talent Development, Risk Assessment
New York, New York, United States · Hybrid
$190k–$230k/yr
About the Role: Grade Level (for internal use): 13 About the Team The Business Acceleration & Strategic Initiatives function at S&P Dow Jones Indices partners with Division leadership on the most critical strategic quest…
Skills: Problem Structuring, Analytical Skills, Executive Communication, Financial Analysis, Financial Modeling
New York, New York, United States · Hybrid
$109k–$164k/yr
Citi is looking for an experienced Application Support Senior Analyst to join its Production Support team within Services Markets Banking Functions, delivering critical production support across Foreign Exchange (FX) tra…
Skills: Unix/Linux System Administration, SQL, Oracle Databases, Application Support, Production Support
New York, New York, United States · Hybrid
$90k–$110k/yr
Catbird is hiring for a Merchandise Planner to join the team. In this role, you’ll oversee sales and inventory planning across our growing jewelry collection, helping us balance data-driven precision with creativity. Thi…
Skills: Merchandise Planning, Sales Projections, Open-to-Buy Management, Inventory Allocation, Retail Math
New York, New York, United States · Hybrid
$145k–$165k/yr
Overview We are seeking a strategic and forward-thinking Director of Merchandise Planning to build and lead a best-in-class planning function across women’s apparel, men’s apparel, and non-apparel categories. This is a n…
Skills: Merchandise Planning, Financial Analysis, Forecasting, Inventory Optimization, Open-to-Buy Management
New York, New York, United States · Hybrid
$170k–$185k/yr
Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—fo…
Skills: Retail Labor Modeling, Workforce Management, Demand-Driven Scheduling, Financial Forecasting, ROI Analysis
AugustusNew York, New York, United States · On-site
$150k–$180k/yr
Few people get to build a bank from scratch. Even fewer get to build one at a moment when banking itself is being reinvented. The dollar is the best product in the history of the world, with practically infinite global d…
Skills: Talent Sourcing, Candidate Closing, Pipeline Management, Technical Recruiting, Executive Search
AugustusNew York, New York, United States · On-site
$150k–$180k/yr
Few people get to build a bank from scratch. Even fewer get to build one at a moment when banking itself is being reinvented. The dollar is the best product in the history of the world, with practically infinite global d…
Skills: Strategic Analysis, Project Management, Market Entry Analysis, Business Case Development, Financial Modeling
Horseheads, New York, United States · On-site
$16/hr–$17/hr
Compensation TypeHourly Highgate Hotels Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels span…
Skills: Financial Reconciliation, Guest Services, Night Audit, Basic Arithmetic, Data Processing
New York, New York, United States · On-site
$67k–$101k/yr
Position Summary: The Analyst, Cobrand Merchandising plays a critical role in planning, coordinating, and executing merchandising strategies that drive acquisition and engagement for JetBlue's co-brand credit card across…
Skills: Digital Merchandising, Project Management, Cross-functional Coordination, Campaign Execution, Data Analysis
New York, New York, United States · On-site
Location Brookfield Place New York - 225 Liberty Street, 8th Floor Business - Real Estate Brookfield Real Estate Group is one of Brookfield’s primary operating groups. The Real Estate Group is one of the world's largest …
Skills: Financial Modeling, Investment Analysis, Valuation Analysis, Due Diligence, Market Research
New York, New York, United States · Hybrid
$72k–$88k/yr
Position Summary The NYU College of Nursing is a nationally recognized leader in nurse education and innovative research in the field of nursing science. Reporting to the Assistant Director of Finance, the Financial Anal…
Skills: Financial Administration, Budget Monitoring, Cost Accounting, Financial Analysis, Spreadsheet Proficiency
New York, New York, United States · On-site
$90k–$120k/yr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Portfolio Management, Deal Underwriting, Financial Analysis, Credit Analysis, Accounting Principles
New York, New York, United States · Hybrid
$331k–$360k/yr
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of develo…
Skills: Enterprise Sales, Prospecting, Qualifying, Negotiating, Consultative Selling
New York, New York, United States · On-site
$140k–$220k/yr
What is Kalshi? Kalshi has defined a new category: prediction markets. Kalshi allows people to trade on the outcome of any events and turn any question about the future into a financial asset. Kalshi fought for years and…
Skills: COGS Forecasting, Financial Modeling, Budgeting, Variance Analysis, Excel
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Execute senior-level industry engagement platforms and relationship-led programs for the global investment community. Manage content research, agenda development, and speaker recruitment while coordinating cross-functional delivery with internal and external stakeholders.
Requires 5+ years of experience in project management, event programming, or client relationship management within a professional services environment. Must possess a strong understanding of investment-industry trends and the ability to engage senior-level stakeholders effectively.
Location: New York, NY (hybrid).
CFA Institute is hiring a Manager, Industry Engagement & Platforms to help execute senior-level industry engagement platforms and relationship-led programmes across our global investment community. Reporting to the Senior Director, Industry Engagement & Platforms, you will help turn strategic relationship frameworks into well-run, high-value engagement experiences for firms, CFA Societies, speakers, sponsors and senior industry participants.
In this role, you will help deliver peer-to-peer professional engagement models and CFA Society-enabled partnerships, supporting content strategy, agenda development, speaker engagement and cross-functional delivery for senior leadership cohorts across asset management and finance firms.
Execute relationship-led engagement platforms involving senior practitioners, firms, sponsors, CFA Societies and internal partners.
Support peer-to-peer professional engagement models and CFA Society-enabled delivery partnerships that strengthen member value and institutional relationships.
Manage content research and agenda development for assigned engagement activity, from research and ideation through to agenda release and onsite execution.
Turn themes, trends and insights into reusable content that can support multiple divisions across CFA Institute.
Identify, evaluate, recruit and brief high-calibre speakers and senior contributors.
Act as a front-line relationship and delivery point for selected senior external and internal stakeholders.
Coordinate cross-functional delivery across internal stakeholders including Marketing, Community, Societies, the Research & Policy Center, sponsors, speaker management and event partners.
Help manage reputational, content and relationship risks before and during live events.
Use qualitative and quantitative feedback to improve programming, audience value and portfolio consistency.
5+ years' experience in project or programme management, event programming, client relationship management, industry engagement, or a related professional services / events environment.
Direct experience managing senior stakeholder or client relationships where judgement, responsiveness and communication quality matter.
Demonstrable understanding of investment-industry themes and trends, ideally gained through financial services, investment events, professional education, research, publishing or member / community engagement.
Experience supporting event programming, content strategy, agenda development, speaker engagement, or programme delivery.
Ability to work independently, exercise judgement, know when to escalate and carry work forward without heavy direction.
Strong written and verbal communication, with credibility engaging senior-level internal and external stakeholders.
Comfort influencing without formal authority in high-visibility environments and coordinating multiple complex initiatives at once.
Experience in investment-industry events, financial media / events, professional associations, member organisations, or CFA Society partnership environments.
Exposure to sponsorship, peer-to-peer community models, senior practitioner networks, or executive-level engagement programmes.
Familiarity with audience feedback, event performance metrics, content risk management or data-informed programme improvement.
Join a newly created role in a newly formed team, with scope to shape how industry engagement is delivered.
Take on a broad generalist role offering growth across relationships, content, programming and platform delivery.
Work closely with senior investment-industry leaders and build a meaningful professional network.
Help connect CFA Institute more deeply with firms, societies and professional communities globally.
Be part of a mission-driven organisation focused on advancing the investment profession.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position - Expected salary range: $120,000 - $140,000 per year. Actual salary within the stated range will depend on the individual's experience, qualifications, skills, location, and other job-related factors. Additional benefits include eligibility for an annual discretionary incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
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We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits
CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.
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Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.
We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to TAHelpdesk@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
Finance needs a new perspective.
Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies. With a heritage of over 75 years, CFA Institute has 200,000 members in 160 locations around the world, providing an unparalleled network of visionary leaders. Our rigorous CFA Institute qualifications and education offerings are designed to support professionals in their practice areas and build confidence with our clients and partners. Our world-class Research & Policy Center offers an unbiased forum for industry leaders, regulators and subject matter experts to help shape policy and drive positive change. As we are faced with increasingly complex challenges such as climate change, inequality, geopolitical conflicts and much more, we are focused on collaborating with current and future members to set and uphold standards to ensure positive, sustainable progress around the globe. CFA® is a registered trademark of CFA Institute.
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