CFA Institute · 14 hours ago
Senior Project Manager, Membership Initiatives
Charlottesville, VA
Full-time
Hybrid
Senior Level
$110K/yr - $135K/yr
7+ years expCFA Institute is the global leader in investment excellence and ethics, and they are seeking a Senior Project Manager for Membership Initiatives. This role involves overseeing project and portfolio delivery for global membership initiatives, ensuring alignment with enterprise priorities and improving delivery capabilities across the Membership division.
Financial Services
Responsibilities
Own the health, outcomes, and financial impact of the global Membership project portfolio, ensuring alignment with enterprise priorities
Lead high-profile projects and strategic initiatives, modeling excellence in project and program delivery
Design, implement, and continuously improve project intake, prioritization, governance, and business value assessment processes
Develop and deliver portfolio-level tracking, reporting, and insights for senior leadership to enable data-driven decision-making
Establish and mature project management standards, tools, templates, and best practices across the Membership organization
Coach, mentor, and oversee internal and external project managers supporting the Membership portfolio
Partner with senior stakeholders across Education, Research, Events, Product, Marketing, and local CFA societies to manage dependencies and deliver value to members
Proactively identify and manage risks, issues, interdependencies, and resource constraints across concurrent initiatives
Influence without authority in a matrixed, global environment while maintaining accountability for scope, schedule, budget, and quality
Qualification
Required
7+ years of experience leading complex, cross-functional projects, programs, and portfolios
Demonstrated success building or maturing project and portfolio management frameworks—not just executing individual projects
Strong executive-level communication and stakeholder management skills, including experience presenting portfolio status, risks, and trade-offs
Proven ability to manage multiple concurrent, high-stakes initiatives with financial and delivery accountability
Bachelor's degree in a relevant field, or an equivalent combination of education and experience
Preferred
PMP, PMI-ACP, PRINCE2, or similar project management certification
Experience in professional, membership-based, education, credentialing, or regulated organizations
Prior people leadership, mentoring, or PMO leadership experience
Familiarity with portfolio management tools, reporting automation, and continuous improvement practices
Benefits
Eligibility for annual incentives
Employer retirement contributions
Competitive medical benefits
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
Company
CFA Institute
Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.
501-1000 employees
H1B Sponsorship
CFA Institute has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (2)
2022 (1)
2021 (1)
2020 (4)
Funding
Current Stage
Late StageLeadership Team
Margaret Franklin, CFA
President and CEO
Andrew Rome, JD, SHRM-SCP
Chief People Officer
Company data provided by crunchbase