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Director, Project & Portfolio Management – Education
CFA Institute. Lead, coach, and develop project managers .
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Lead, coach, and develop project managers
- Match project assignments to team members' experience, strengths, and capacity
- Oversee portfolio delivery, balancing priorities, resources, and dependencies
- Manage scope, schedule, budget, quality, and risk
- Partner with senior leaders and project sponsors to agree outcomes and resolve competing demands
- Remove delivery roadblocks
- Strengthen project governance, intake, prioritization, and business value assessment
- Align practices with the enterprise program management office
- Personally lead selected high-impact initiatives
- Coordinate project teams and external vendor relationships
- Provide executive reporting on progress, risks, dependencies, and required decisions
- Improve tools, templates, and workflows, including practical applications of AI
- Support colleagues in adopting effective delivery practices
- Deliver learning programs supporting careers across the investment profession
- Connect teams across curriculum, learning design, exam development, and go-to-market delivery
Requirements
What you’ll need- Demonstrated success leading a project management function and overseeing multiple complex, interdependent projects or programs
- Experience managing and developing project managers, including allocating work and supporting colleagues at different career stages
- Strong knowledge of project management methodologies
- Experience managing budgets, timelines, resources, and risks
- Evidence of influencing senior stakeholders without direct authority and negotiating competing priorities across functions
- Clear communication and presentation skills, with the ability to turn complex project information into actionable executive updates
- Confidence using project management platforms
- Interest in and some practical experience applying AI to improve workflows
- Experience in education, credentialing, or learning products would be valuable; comparable experience from other sectors is welcomed
- Relevant bachelor's degree or equivalent combination of education and experience is preferred
- PMP, PMI-ACP, or PRINCE2 certification is preferred
- Applicants must currently be able to work from an advertised hiring location
- Applicants who require or may require visa sponsorship should note that CFA Institute does not normally provide sponsorship for new employees
Benefits
Comp & perks- Annual discretionary incentive bonus eligibility
- 12% employer contribution to a 401(k) or pension plan
- Comprehensive medical benefits package
- Health coverage
- Generous time off
- Competitive retirement plans
- Flexible work options
- Wellbeing and development programs
- Professional development opportunities
- Accommodation or assistance during the job application process, when needed