Global Managing Director of Advocacy & the Americas at CFA Institute in Charlottesville, Virginia

Job Description:

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CFA Institute is the world's largest association of investment management professionals. As a global, independent organization, with a community of more than 175,000 members and 150+ member societies, we lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

At CFA Institute, we care about our employees' mental, physical, social, and financial well-being. That's why we are committed to providing a comprehensive, competitive benefits package that offers flexibility to make choices that meet their needs:

• Health & Well-being benefits that are amongst the best in the industry with full comprehensive Medical, Dental, and Vision for employees and their family members
  
  


• Comprehensive Leave and Time Off plans
  
  


• A focus on Financial Well-being means that we stack our retirement benefits against the most competitive standards.
  
  


• Flexible work arrangements
  
  


• Wellness, Education, and Employee Assistance Benefits
  
  

Job Description Summary:

The Global Managing Director of Advocacy & the Americas leads policy advocacy for CFA Institute and advances the organizational mission of increasing the effectiveness of capital markets and improving investor outcomes, for the ultimate benefit of society. This role is an external voice for CFA Institute on advocacy matters and will set the strategy on policy decisions. This role is accountable for determining the most appropriate positions for CFA Institute and advising the CEO of CFA Institute and the Managing Director of Research, Advocacy, and Standards on any reputational or other risks that could arise from such positions. The successful applicant for this role must have a strong understanding of the investment management industry and the functioning of capital markets. This role must be able to identify ethical challenges and conflicts of interest and have the fortitude to advocate for ways to shape the investment management profession, even when consensus is not possible.

The role includes extensive interaction with stakeholders including CFA Institute members, other investment practitioners, regulators, reporters, and other influencers in the marketplace. In addition, the Global Managing Director of Advocacy & the Americas will manage a team of regional advocacy leaders and be the leader of the Americas regional advocacy team.

The Global Managing Director of Advocacy & the Americas is headquartered in NYC, DC or Charlottesville, VA and will report to the Managing Director, Research, Advocacy & Standards.

Job Description:

The Global Managing Director of Advocacy & the Americas will have the opportunity to:

• Increase the impact and influence of the advocacy conducted by CFA Institute and represent CFA Institute in public forums and committees, including engagement with the media, at events, and with policymakers and opinion formers


• Build relationships with key investment industry leaders and influencers, including leaders of financial and investment institutions, special interest groups, regulators, standard setters, board members of standard setters, the legal community, senior politicians, and business and civil society leaders


• Champion the organization's advocacy efforts among key stakeholders including CFA Institute members and candidates, other investment professionals, CFA Institute society Leaders, and employers


• Identify talent for advisory roles and to build the team; attract and retain influencers


• Accountable for the quality of advocacy outputs, ensuring an independent and unbiased approach that is consistent with the organization's mission and priorities


• Responsible for measuring the long-term and short-term impact and effectiveness of advocacy efforts


• Support the Heads of Advocacy in EMEA and APAC, and lead the Americas team


• Work closely with the Chief Economist to align research with policy advocacy needs, and work with the Senior Head of Codes and Standards to analyze when a new standard or enhancement may be needed


• Brief other Managing Directors and spokespeople on positions to ensure consistency in messaging, and collaborate with senior leaders throughout the organization to ensure internal and external consistency to "walk the talk"


• Maintain current awareness of policy matters impacting the capital markets to provide guidance on priority themes

The experiences required for the role are:

• Extensive (15+ years) relevant business and leadership experience in the investment management and/or broader financial services industry, including strategic visioning and planning and managing multiple constituencies


• 15+ years leadership and management experience leading global, complex and matrixed teams required


• Advanced degree required


• Chartered Financial Analyst (CFA) designation preferred


• Excellent consulting, problem solving, and analytical skills, including consideration of varied perspectives and ability to influence


• Must have a track record of successfully achieving goals in addition to the ability to think and act on behalf of whole organization


• Global cultural orientation and working experience, with an awareness of regional and local needs alongside global priorities


• Large-scale global operations and business development experience, including talent management and assessment and budget responsibility

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.

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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 .

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