CFA Institute is seeking a strategic, collaborative, and entrepreneurial leader to shape and execute our institutional engagement strategy across India. As Senior Director, Institutional Partnerships, you will strengthen relationships with leading employers and industry stakeholders, forge high-impact alliances, and champion enterprise-level initiatives that amplify the value of our credentials, learning, and global community.
This is a pan-India role, based in our Mumbai office, with regular travel (approximately two weeks per month) to engage senior decision-makers across the investment and financial services ecosystem. You will be part of the India leadership team and help shape the overall market strategy. If you thrive on building relationships at the highest levels and can prioritize impact quickly in a dynamic environment, this role offers an exciting opportunity to make a measurable difference.
What You’ll DoSet the strategy: Develop and execute India’s institutional engagement plan aligned to global priorities—driving employer adoption and recognition of CFA Institute programs.
Lead partnerships: Cultivate and expand high-impact institutional relationships with employers, regulators, industry bodies, and channel partners; represent CFA Institute at conferences, roundtables, and workshops.
Drive outcomes: Serve as a trusted advisor to senior stakeholders; influence employer uptake of CFA Institute credentials and learning; ensure the profession recognizes the value of CFA Institute candidates and charterholders.
Deliver early impact: Within the first 30/60/90 days, quickly identify priority opportunities, establish momentum with key stakeholders, and demonstrate measurable impact in building and strengthening institutional partnerships.
Communicate impact: Craft compelling narratives—papers, decks, and business cases—that showcase the tangible value our partnerships deliver in India. Exceptional written and presentation skills are essential.
Collaborate globally: Partner across Education, Product, Advocacy, University Relations, and Marketing; align with business development colleagues globally to replicate best practices.
Lead with influence: Directly manage one team member initially, with the expectation to build a small, high-performing team over 18 months. Lead through collaboration and influence across a broader outreach team.
Bachelor’s degree (Master’s preferred).
10–15 years of business development and relationship management experience, ideally within financial services or investment management.
Proven success in strategic account management and institutional partnership development in large, complex, multinational organizations.
Strong knowledge of India’s financial markets and awareness of global trends (e.g., ESG, digital assets, fintech, regulation).
Exceptional communication skills, including the ability to craft persuasive written materials (papers, decks, business cases) and deliver compelling presentations.
Entrepreneurial, collaborative, and skilled at influencing without direct authority in a matrixed environment.
CFA charterholder (strongly preferred) — though outstanding relationship and people skills are more critical than credential status.
Established senior-level network across India’s investment management and financial services community.
At CFA Institute, you’ll help advance the investment profession and support a mission-driven community recognized worldwide for setting the highest standards of ethics, education, and professional excellence. You’ll collaborate across regions and functions, lead market-shaping institutional partnerships, and see your work directly impact learners, employers, and the broader ecosystem. We offer a flexible, inclusive culture that values curiosity, accountability, and innovation.
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: 85 – 95 Lakh INR
Other benefits include eligibility for annual incentives, 12% pension 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.
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About CFA Institute
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.
Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.
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. Only those selected for further consideration will be contacted.
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.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [email protected] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.
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