Director, Membership Marketing and Engagement

CFA Institute; Remote; GBP 90,000 - 100,000; Full time

Job summary

A global investment organization seeks a Director Membership Marketing & Engagement to lead membership transformations. This role involves developing strategies to improve member acquisition, engagement, and retention. You will collaborate across teams to implement data-driven marketing campaigns. Ideal candidates will have significant product marketing experience, strong analytical skills, and proven success with B2B/B2C initiatives. This full-time role offers a competitive salary of £90,000 - £100,000 in the UK, along with generous benefits.

Benefits

Comprehensive health coverage

Generous leave

Competitive retirement plans

Flexible work options

Wellness support programs

Qualifications

• Significant experience in product marketing within a global environment.
• Proven experience leading GTM strategies for subscription membership.
• Expertise in audience definition and buyer personas.

Responsibilities

• Lead the membership lifecycle across acquisition, engagement, and advocacy.
• Own product marketing for membership, including competitive insights.
• Design and execute data-driven go-to-market plans.

Skills

Digital Marketing

B2B Sales

Marketing Automation

Customer Segmentation

Market Research

Tools

Salesforce Marketing Cloud

Adobe Campaign

Job description

Director Membership Marketing & Engagement

Do you enjoy creating data-driven strategies that fuel growth and loyalty? Are you looking for a role where you can launch new membership models, drive retention, and design innovative engagement journeys? Join us to lead one of CFA Institute’s most ambitious membership transformations.

At CFA Institute, our members are at the heart of everything we do. This role offers you the chance to shape how we attract, engage, and retain a new generation of investment professionals. As Director Membership Marketing & Engagement, you will own the lifecycle strategy for a global membership community, driving measurable impact on growth, retention, and long‑term member loyalty.

What You’ll Do

• Lead the membership lifecycle across acquisition, engagement, renewal, and advocacy with a near-term emphasis on first‑year retention for a new membership class.
• Own product marketing for membership: positioning, messaging, competitive insight, and launch readiness across all membership classes (including upcoming Associate Membership).
• Design and execute go‑to‑market plans that are data‑driven and omnichannel aligned to Marketing & Customer Experience (MCX) and Membership & Society Relations (MSR).
• Build segmentation frameworks and journeys; deliver personalized campaigns using marketing automation to drive conversion and renewal.
• Champion test‑and‑learn with clear KPIs and dashboards (renewal %, churn %, NPS, LTV/ARR framing); continuously optimise performance.
• Partner globally with Product, Education, Research, Technology, and regional/society teams to bring membership value to life in market.
• Manage and mentor a small team of marketing and customer experience professionals; cultivate a high‑output experiment‑driven culture.

What We’re Looking For

• Significant and demonstrable years of progressive experience in product marketing within a global matrixed environment.
• Proven experience leading GTM strategies for subscription membership or B2C/B2B2C products.
• Demonstrated expertise in audience definition and buyer personas: able to translate insights into sharp value propositions and differentiated positioning.
• Experience planning and running research using findings to drive audience insight and shape membership marketing strategies.
• Commercial acumen with knowledge of pricing analytics and forecasting.
• Demonstrated success in developing and executing data‑driven multi‑channel marketing campaigns that achieve measurable growth.
• Experience leading and mentoring small teams and working cross‑functionally to achieve objectives.
• Strong analytical and technical skills; proficiency with marketing automation and CRM platforms with a preference for Salesforce Marketing Cloud (SFMC); experience with other tools such as Adobe Campaign also valued.
• Excellent written, verbal, and interpersonal communication skills with the ability to influence at senior levels.
• Familiarity with professional associations subscription models or nonprofit membership organisations.

Why Join Us

• Lead the global launch and scale of CFA Institute’s first new membership class and modernize our lifecycle and loyalty strategy.
• Make a visible impact with direct contribution to enterprise goals, board‑level exposure, and scope for innovation.
• Collaborate with global colleagues across marketing, membership, and regional teams to deliver value‑led member experiences worldwide.

Compensation and Benefits

Expected salary range: UK £90,000 - £100,000 / US $130,000 - $160,000 per year. All salary ranges are subject to adjustment 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 pension/401(k) plan, and a comprehensive medical benefits package.

About CFA Institute

CFA Institute is 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

Apply Today

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.

Equal Opportunity Employer

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, caregiver 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.

Accommodation Request

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 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.

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Key Skills

• Digital Marketing
• B2B Sales
• Marketing
• Pardot
• Marketing Automation
• Customer Segmentation
• HubSpot
• Multichannel Marketing
• Market Research
• Affiliate Marketing
• Social Media Management
• Lead Generation

Employment Details

Employment Type: Full-Time
Experience: years
Vacancy: 1
Yearly Salary: 130000 - 160000

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