Technology & Ai Solutions Leader
Join us to help build a high-performing, transparent, and data-driven Technology & AI Solutions organization. We're looking for a seasoned operator and trusted advisor to the CIO to drive divisional performance, visibility, and alignment. In this role, you'll connect strategy to execution, own key rhythms of the business, and ensure our investments, people, vendors, and processes are optimized to deliver impact. You'll shape operating practices, lead cross-functional initiatives, and present clear KPIs and narratives to the Leadership Team and Board of Governors.
What You'll Do
Run the business of Technology & AI Solutions. Integrate strategic planning across business units; develop, collect, and report divisional metrics and KPIs for leaders and the Board.
Be the CIO's trusted advisor. Represent the CIO and the division on key initiatives; provide confidential counsel on issues impacting the organization.
Own financial governance. Lead divisional budgeting, forecasting, and expense management in partnership with Finance; ensure robust tracking, quality control, compliance, and reporting.
Drive portfolio intake & prioritization. Establish and run intake and evaluation for new initiatives; facilitate business cases and alignment among senior stakeholders.
Orchestrate cross-functional delivery. Oversee projects requiring coordination across teams and divisions; identify and implement process / system improvements to increase efficiency and quality.
Lead vendor & contract lifecycle. Serve as the central point for contracts, procurement, and vendor management for the division.
Benchmark and continually improve. Oversee organizational benchmarking and assessments; formulate, recommend, and implement policies and procedures.
Communicate with clarity. Prepare executive materials and presentations; ensure consistent, transparent communication across the division.
Minimum Qualifications
Bachelor's degree in business, finance, or related field (or equivalent experience).
710 years in a business / operations function where analytical rigor was critical to success.
Demonstrated leadership with a track record of developing and motivating teams; influential across functions and geographies.
Proven experience with budget management (ideally global) and strong financial / resource planning acumen.
Familiarity with project management principles and operating model adoption.
Excellent communication and executive presentation skills; highly organized, proactive, and adaptable in changing priorities.
Preferred Qualifications
Chief of Staff or senior strategic advisory experience supporting a C-suite executive.
Background in strategy / management consulting or enterprise strategy roles.
Track record as a bridge-builder / connector who strengthens cross-organizational partnerships and executive / Board communications.
Experience standing up and improving intake, portfolio governance, and KPI frameworks in technology organizations.
Why Join Us?
At CFA Institute, you'll operate at the heart of a global mission-driven organization with the scope and support to modernize how Technology & AI Solutions delivers value. You'll collaborate directly with the CIO and executive leaders, influence strategic decisions, and see your work reflected in outcomes for members, candidates, and the profession worldwide.
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 (US) : $200,000 - $230,000
Expected salary range (UK) : 120,000 - 145,000
Other benefits include eligibility for annual incentives, generous retirement employer contribution , and competitive medical benefits.
All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals.
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.
Vp • Charlottesville, VA, US