Do you believe inclusion is not just a value, but a strategic advantage in the investment world? Can you speak the language of investment professionals while championing systemic change? Are you ready to influence global standards and lead high-impact programmes that shape the future of human capital in finance?

Join CFA Institute as our Director, Inclusion Investment Strategies (formal job title is Director, Global Inclusion) —a unique opportunity to transform how the investment industry integrates inclusion, ethics, and behavioural finance into decision-making, governance, and leadership.

What You’ll Do

Design and lead global inclusion strategies tailored to the investment industry, embedding behavioural finance and ethical frameworks
Influence senior executives, regulators, and institutional investors to advance inclusion as a business imperative
Develop high-impact educational tools, workshops, and research programmes in collaboration with CFA Societies and global partners
Drive performance measurement with data-rich dashboards and metrics, using advanced Excel and analytical tools
Represent CFA Institute at international forums, industry events, and policy roundtables as a thought leader on inclusive investment practices
Collaborate with cross-functional teams to integrate inclusion across global operations, research, and member engagement

What We’re Looking For

Significant experience in the investment industry (e.g. asset management, institutional investing, financial services), with credibility to engage C-suite and regulators
Proven ability to act as a change agent within financial services or investment organisations—applying inclusion principles with strategic influence, stakeholder credibility, and measurable impact
Strong understanding of governance, ethics, and behavioural finance—and the ability to translate theory into practical, scalable tools
Advanced data analysis and Excel skills to support KPI tracking, dashboard development, and impact reporting
Excellent communication and public speaking abilities, with a track record of influence and thought leadership
Experience working across global markets with diverse regulatory, cultural, and business contexts

Desirable Credentials and Experience

CFA Charterholder and/or Master’s degree in behavioural science, finance, neuroscience, psychology, or organisational development
Prior experience engaging with regulators, policymakers, and professional associations

Why Join Us

Influence global norms by embedding inclusion into the core of investment strategy and governance
Be a catalyst for systemic change in an industry where credibility and strategic thinking matter most
Collaborate with global investment firms, regulators, and CFA Societies to drive evidence-based, high-impact programmes
Join a values-driven organisation recognised globally for ethics, education, and thought leadership in finance

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 annual salary range: £80,000-£100,000 (based on experience, education, location and other factors relevant to the position). Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

#LI-BQ1

About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:

Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs

If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

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. Only those selected for further consideration will be contacted.

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 humanresources@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.

Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.