Manager, Foresight & Influence Integration

CFA Institute; Charlottesville (VA); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Annual incentive bonus

401(k) employer contribution

Comprehensive medical benefits

Flexible work options

Job summary

CFA Institute is seeking an experienced operations-focused professional to support its Research & Policy Center, coordinating cross-functional work and turning strategy into actionable execution. You will shepherd priorities from framing through activation, building narratives for leadership and measuring impact.

This senior individual contributor role focuses on running prioritisation processes, surfacing trade-offs, and ensuring initiatives align with audiences and pathways to influence.

Qualifications

• Proven track record delivering results in project, programme, change management or operations.
• Experience coordinating cross-functional initiatives in matrixed environments without direct authority.
• Strategic thinking and problem solving; ability to translate context into actionable steps.
• Hands-on, roll-up-your-sleeves approach to defining, prioritising and managing work.
• Strong facilitation and stakeholder management; drive decisions.
• Sound judgement in prioritisation and escalation.
• Comfort with imperfect data and building practical dashboards and tools.
• Rigour and attention to detail in presenting work.
• Excellent communication and executive storytelling.
• MBA or PMP/PRINCE2 is a plus but not required.

Responsibilities

• Operate and improve RPC's Foresight-to-Influence operating model.
• Design transparent prioritisation, review and sequencing processes.
• Translate priorities into workstreams with owners, dependencies, decision points and handoffs.
• Facilitate cross-functional planning, workshops and reviews that move work from agreement into execution.
• Spot risks, stalled handoffs and emerging issues, and elevate them to the right decision-makers.
• Ensure major initiatives consider audiences, outcomes and pathways to influence from the start.
• Maintain portfolio visibility so leadership can see what's moving and where decisions are needed.
• Develop practical measures of adoption, engagement and influence, and build feedback loops into future prioritisation.
• Translate foresight scenarios into practical inputs for planning and stress-testing.
• Create clear strategic narratives and executive-ready materials that connect initiatives.

Skills

Project coordination

Cross-functional collaboration

Strategic thinking

Facilitation

Stakeholder management

Executive storytelling

Problem solving

Attention to detail

Communication

Change management

Education

MBA (preferred) or PMP/PRINCE2 (optional)

Job description

About The Team

CFA Institute's Research & Policy Center serves the investment profession through research, policy, advocacy, outreach, ethics and professional conduct, working with professionals, the organisations they work for, regulators and many other stakeholders.

Research & Policy Center

About The Team

CFA Institute's Research & Policy Center serves the investment profession through research, policy, advocacy, outreach, ethics and professional conduct, working with professionals, the organisations they work for, regulators and many other stakeholders.

RPC is in the midst of a transformation. This role sits in the RPC Chief of Staff and operations function, reporting to the Chief of Staff and working closely with the Managing Director and RPC leadership team to turn strategy into coordinated, cross-functional execution.

About The Role

A primary focus of the role is helping run and continuously improve RPC's Foresight-to-Influence model: the system that connects long-term foresight, research and evidence with downstream translation, adoption, influence measurement and learning.

You'll be a hands-on system integrator. You won't set strategic priorities or own the substantive work of individual teams. Instead, you'll define, prioritise and manage work across them: running transparent prioritisation and review processes, surfacing trade-offs and dependencies, coordinating handoffs, and shepherding agreed priorities from early framing through to activation and learning. You'll also help RPC understand where its work travels and the difference it makes, turning that evidence into clear narratives for leadership. This is an individual contributor role.

What You'll Do

• Help operate and continuously improve RPC's Foresight-to-Influence operating model.
• Design and administer transparent prioritisation, review and sequencing processes, documenting decisions, trade-offs and next steps.
• Translate agreed priorities into clear workstreams with owners, dependencies, decision points and handoffs.
• Facilitate cross-functional planning, workshops and reviews that move work from agreement into execution.
• Spot risks, stalled handoffs and emerging issues, and elevate them to the right decision-makers.
• Make sure major initiatives consider intended audiences, outcomes and pathways to influence from the start.
• Maintain portfolio visibility so leadership can see what's moving, where work connects and where decisions are needed.
• Develop practical measures of adoption, engagement and influence, and build feedback loops into future prioritisation.
• Help translate foresight scenarios and hypotheses into practical inputs for planning, prioritisation and stress-testing.
• Create clear strategic narratives and executive-ready materials that connect individual initiatives into a coherent story.

What You'll Bring

• A demonstrated track record of delivering results in project, programme, change management or operations roles.
• Experience coordinating complex cross-functional initiatives in matrixed environments without reliance on direct authority.
• Strategic thinking and problem solving: the ability to look beyond your own team, understand the broader context and turn it into a handful of coherent, deliverable actions.
• A hands‑on, roll‑up‑your‑sleeves approach to defining, prioritising and managing work, and leading others through execution.
• Strong facilitation and stakeholder management, with the ability to synthesise perspectives, surface trade‑offs and help groups reach clear decisions.
• Sound judgement in prioritisation, sequencing and knowing when to elevate.
• Comfort working with imperfect quantitative and qualitative evidence and building practical dashboards and tools without creating unnecessary process.
• Rigour and attention to detail in how you present your work and others'.
• Excellent communication and executive storytelling skills, explaining complex systems simply.
• An MBA or project‑management certification (such as PMP or PRINCE2) is a plus but not required.

This position may be based in eligible jurisdictions in the United States.

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: $95,000 - $125,000 / £60,000 - £76,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position including location. 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.

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

About CFA Institute

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.

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