CFA Institute is the world's largest association of investment management professionals. As a global, independent organization, with a community of more than 175,000 members and 150+ member societies, we lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
At CFA Institute, we care about our employees' mental, physical, social, and financial well-being. That's why we are committed to providing a comprehensive, competitive benefits package that offers flexibility to make choices that meet their needs:
Health & Well-being benefits that are amongst the best in the industry with full comprehensive Medical, Dental, and Vision for employees and their family members
Comprehensive Leave and Time Off plans
A focus on Financial Well-being means that we stack our retirement benefits against the most competitive standards.
Flexible work arrangements
Wellness, Education, and Employee Assistance Benefits
Job Description Summary:
CFA Institute is committed to the professional development of its employees; first/full consideration will be given to internal candidates.
The Senior Director, Marketing Operations will serve as a chief advisor to the CMO and Managing Director, Marketing, Communications and Experience; acts on their behalf with internal and external stakeholders to extend the reach of the CMO and Managing Director; and systemically optimizes performance and transparency to facilitate accountability, alignment, and agility across the MCX division. This role provides strategic analysis and advice at a very senior level and thus should have demonstrated success in relationship management as well as strong communication and presentation skills. Senior Director, Marketing Operations partners with other organizational leaders to ensure alignment toward critical business needs while working across the function to develop and implement processes, tools, metrics, and initiatives that will improve effectiveness and efficiencies across the MCC division.
This position will lead the development of the MCX business across 4 core activities:
Serve as a trusted advisor to provide confidential counsel and guidance on all issues impacting the MCC function.
Implement and refine organizational design and marketing operating models and process
Collaborate with HR and external partners as needed to lead skills, communication, talent development and acquisition, engagement and team building efforts.
Establish and lead an effective project portfolio framework to ensure effective project/program identification, design, execution, value measurement and governance across MCX.
This position is located in New York, NY or London, UK and reports to the Managing Director, Chief Marketing Officer.
Job Description:
As a Senior Director, Marketing Operations, you will have the opportunity to:
Consult closely with the Managing Director, Chief Marketing Officer to integrate strategic planning for the MCC function across MCC sub-functions and develop, collect, and report on function team metrics and KPIs to the MCC leadership team for consolidation with CFA metrics and KPIs as a whole.
Support the reach of the Managing Director, CMO across a network of external relationships (e.g. member groups, societies, agencies, media, etc.) to garner support for key initiatives, provide guidance and support, and to ensure follow up with key stakeholders.
Develop and sustain productive internal partnerships across regions and divisions and support the reach of the Managing Director across a network of relationships to garner support for key initiatives, provide guidance and support, and to ensure follow up with key stakeholders.
Represent the interests of MCX at all levels and functional areas as needed.
Establish and maintain standard operating procedures including go-to-market design and optimization.
Lead a team to develop and implement in partnership with IT a marketing technology roadmap that increases automation and drives efficiency.
Lead a team to develop and implement in partnership with data operations, a data strategy that leads to increased understanding of our customers and the impact marketing investments have on behavior.
Establish a marketing performance measurement framework and report on progress toward marketing KPIs.
Oversee budget management and forecasting.
Develop and deliver compelling presentations to internal and external stakeholders on MCX activities.
Formulate, recommend and review policies and procedures; identify issues, opportunities and challenges; lead or oversee the implementation of these activities
The skills and experience required for this role are:
A strong interest in marketing and customer experience excellence
Bachelor's degree or an equivalent combination of education and experience
7 plus years of experience in a direct / digital marketing or business operations where analytical skills have been critical to overall success.
Highly organized and a proven facilitator of effective and value-added outcomes.
An effective leader, self-directed, proactive, and action-oriented with initiative and vision.
Fluency in English required, knowledge of additional languages would be useful
Global cultural orientation and working experience
Excellent interpersonal skills including a professional and diplomatic demeanor
Excellent communication skills including written, verbal, listening, and presentation
Very high level of organizational and time management skills
Flexibility in competently juggling competing priorities and changing expectations
Must demonstrate outstanding judgment and mature business skills with the ability to establish a strong rapport with senior management
Familiarity with project management principles and methodologies, with skills necessary to interpret what is needed for the success of a project and to create appropriate schedules for timely delivery
Excellent consulting, problem solving, and analytical skills
Ability to create new and unique ideas and an entrepreneurial spirit a plus
You can connect with the Recruiter on LinkedIn.
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We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location .
As a condition of employment, CFA Institute requires that all employees in the US show proof of an FDA-approved COVID-19 vaccination. The only exceptions to this policy are Religious Accommodations under Title VII of the Civil Rights Act of 1964 or Disability Accommodations under the Americans with Disabilities Act.
As a condition of employment, CFA Institute requires that all employees in Hong Kong show proof of a World Health Organization-approved COVID-19 vaccination or show proof of a negative test taken forty-eight (48) hours or less prior to their arrival at a CFA Institute office or event.
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