Head, Investment Practice – Professional Standards

CFA Institute

. Set strategic direction for the Research & Policy Center's investment-practice and standards capability .

Posted 9/29/2026full-timeRemote • United States, United KingdomLead💰 $215,000 - $280,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading multidisciplinary teams and developing practitioner engagement strategies while translating complex standards and research into actionable guidance and tools. Possesses a strong understanding of investment practice and professional standards within the financial services industry.

Highest-signal resume keywords

Team LeadershipPractitioner EngagementStandards DevelopmentStakeholder ManagementInvestment Practice Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Standards ArchitectureEthical FrameworksProfessional Conduct GuidanceVoluntary StandardsContent DevelopmentResearch TranslationGuidance DesignDecision-MakingConsultation FacilitationAsset Creation

Soft Skills

Strategic JudgmentOperational JudgmentInterpersonal SkillsCommunication SkillsAccountability

Certifications & Qualifications

CFA Charter

Industry Keywords

Financial ServicesInvestment IndustryProfessional StandardsFiduciary ResponsibilityPractitioner Guidance

About the role

Key responsibilities & impact

Set strategic direction for the Research & Policy Center's investment-practice and standards capability
Own the evolution of CFA Institute's professional standards architecture, including ethical frameworks, professional conduct guidance, voluntary standards such as GIPS, cases, and interpretation mechanisms
Monitor changing practice and determine when to update content, create guidance or cases, or make standards-level changes
Identify practitioner audiences, workflows, decision contexts, constraints, needs, and adoption barriers
Design guidance, tools, cases, and engagement mechanisms that translate research and insight into real-world use
Establish practitioner-engagement and activation approaches across the Research & Policy Center
Connect audiences, themes, assets, consultations, roundtables, convenings, and feedback mechanisms
Partner across the Research & Policy Center and wider enterprise to create practitioner-facing and enterprise-facing materials
Equip downstream partners and teams to use assets consistently and effectively
Communicate with senior leaders and external stakeholders, translating complex standards and practice issues into actionable recommendations
Lead, coach, and develop a large, senior, multidisciplinary team
Set priorities, allocate resources, build capability, and ensure specialist expertise produces clear, timely, usable outcomes

Requirements

What you’ll need

Significant experience leading and developing teams, including setting direction, allocating work, and driving accountability
Proven track record delivering tangible outputs and assets, not just strategy or recommendations
Substantial experience in financial services, a professional body, or a comparable organization, together with a broad understanding of how different parts of the investment industry fit together
Significant experience translating complex research, standards, or technical content into practical guidance, tools, or audience-specific materials
Experience overseeing professional standards, ethical frameworks, voluntary codes, practitioner guidance, or similarly governed professional assets
Significant experience designing or leading practitioner engagement, such as roundtables, consultations, or advisory groups
Strong understanding of investment practice, institutional decision-making, fiduciary responsibility, and professional standards
Strong strategic and operational judgment
Strong stakeholder-management and interpersonal judgment
Ability to balance rigor with speed
A CFA charter or similar credential is a bonus, though not required
Experience in a go-to-market or sales-enablement function is nice to have

Benefits

Comp & perks

Eligibility for an annual discretionary incentive bonus
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
Some travel expected for practitioner convenings, roundtables, and stakeholder engagement