Associate Manager, University Programs

Promote CFA Institute offerings - especially the IFC - to universities and students, and build long-term relationships with universities, professors, and student representatives.

Develop and maintain engaging offerings, such as activation packs, and put formal agreements or institutional sales arrangements in place to cement these relationships.

Serve as the primary point of contact for your initiatives, providing excellent, timely service to senior academic contacts and student leaders alike.

Grow and consolidate the Student Finance Club network and establish Student Ambassador club leaders through activation materials and club agreements.

Investigate and develop outreach to university careers offices, including appropriate support materials for career office contacts.

Record and report on University Program activity and relationships in Salesforce, and conduct research on prospect universities and target regions, including liaison with local CFA Societies.

Liaise with Creative Exchange and other MCX teams to deliver quality support materials for your initiatives.

Maintain knowledge of CFA Institute programs and offerings, with specific understanding of Relationship Management programs such as Research Challenge, Scholarships, and other certificate programs.

May manage the work of one or more University Program interns and develop internship projects relating to the work of University Programs.

May set up staff events relevant to your initiatives, representing CFA Institute professionally at virtual or live events.

Support product marketing execution for CFA Institute products relating to University Programs' work (e.g. the Investment Foundations Program.)

May manage Go to Market planning and execution for projects relating to the work of University Programs (e.g. the AmplifyMe Pathways program.)

Provide first-level response to incoming client enquiries and back up primary University Programs account managers as needed.

Bachelor's degree, or an equivalent combination of education and experience.

At least 5 years' experience in a client-facing role such as client services, sales, or relationship management.

Strong client and stakeholder focus, with excellent attention to detail and commitment to quality.

Ability to use critical thinking to triage issues and determine the best course of action, with strong cross-functional awareness.

Comfort self-starting and managing your own projects with minimal supervision.

Excellent written, verbal, and presentation communication skills, with a professional and diplomatic demeanor suited to liaising directly with senior academics and Society leaders.

Strong organizational and time management skills, with the flexibility to juggle competing priorities across time zones, cultures, and languages.

Working project management skills - able to interpret what a project needs and build a realistic schedule for delivery.

Fluency in English required; additional languages are a plus.

Proficiency with standard office software (Word, PowerPoint, Excel, Outlook, Teams), and willingness to learn client-based administrative systems and platforms.

Good knowledge of CFA Institute programs, offerings, stakeholders, and partnerships.

Working knowledge of Higher Education.

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

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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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