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Cfa Consulting Jobs (NOW HIRING)

Ra

Enterprise Performance Consultant

New York, NY

... external consulting experience at a large firm Who holds experience in working within or supporting clients within the Communications, Media and Technology Industry CPA, CFA, CA, MBA, CMA ...

Ra

Enterprise Performance Consultant

Boston, MA

... external consulting experience at a large firm Who holds experience in working within or supporting clients within the Communications, Media and Technology Industry CPA, CFA, CA, MBA, CMA ...

Bolton Health Actuarial

Associate Consultant

Towson, MD · Hybrid

$105K - $135K/yr

Pursuit of CFA, CAIA, or MBA * Prior experience in an investment consulting or advisory firm environment * Experience working directly with institutional clients Travel Requirements * Ability to ...

Bolton Partners Inc

Associate Consultant

Towson, MD · On-site

$105K - $135K/yr

Pursuit of CFA, CAIA, or MBA * Prior experience in an investment consulting or advisory firm environment * Experience working directly with institutional clients Travel Requirements * Ability to ...

Bolton Partners Inc

Associate Consultant

Towson, MD · On-site

$105K - $135K/yr

Pursuit of CFA, CAIA, or MBA * Prior experience in an investment consulting or advisory firm environment * Experience working directly with institutional clients Travel Requirements * Ability to ...

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Cfa Consulting information

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$18K

$73.3K

$177.5K

How much do cfa consulting jobs pay per year?

As of Jun 1, 2026, the average yearly pay for cfa consulting in the United States is $73,301.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,500.00 and $101,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CFA Consultant, and why are they important?

To thrive as a CFA Consultant, you need strong analytical skills, financial modeling expertise, and a Chartered Financial Analyst (CFA) certification, often supported by a relevant degree. Familiarity with financial analysis tools like Bloomberg Terminal, Excel, and specialized financial software is typically required. Effective communication, problem-solving abilities, and client relationship management are standout soft skills in this field. These competencies are vital for delivering insightful, data-driven advice and building trust with clients in complex financial environments.

How do CFA consultants typically collaborate with client teams and other stakeholders during a project?

CFA consultants often work closely with client teams, financial analysts, and executives to understand their unique challenges and objectives. Collaboration usually involves regular meetings, data sharing, and workshops to ensure alignment on project goals and deliverables. Consultants may also coordinate with legal, operations, and IT departments to gather information and implement recommended strategies. Clear communication and strong interpersonal skills are essential for building trust and ensuring successful outcomes.

What is CFA consulting?

CFA consulting refers to advisory services provided by professionals who hold the Chartered Financial Analyst (CFA) designation. These consultants use their expertise in investment analysis, portfolio management, and financial planning to help clients—such as corporations, investment firms, or individuals—make informed financial decisions. CFA consultants are known for their rigorous training, ethical standards, and in-depth knowledge of financial markets. They may offer services like risk assessment, asset allocation, and strategic investment advice tailored to client needs.

What is the difference between Cfa Consulting vs Cfa Analyst?

AspectCfa ConsultingCfa Analyst
CertificationsTypically requires CFA charter, relevant finance certificationsOften requires CFA level or similar finance credentials
Work EnvironmentConsulting firms, client sites, project-based workFinancial institutions, investment firms, research teams
Industry UsageUsed across consulting, finance, and investment sectorsPrimarily in asset management, investment analysis

While both roles require CFA credentials and involve finance expertise, Cfa Consulting focuses on providing strategic advice to clients across industries, often in a project-based setting. Cfa Analysts typically work within financial firms analyzing investments and managing portfolios. The roles differ mainly in scope and work environment, but both require strong finance knowledge and CFA certification.

More about Cfa Consulting jobs
What states have the most Cfa Consulting jobs? States with the most job openings for Cfa Consulting jobs include:
What job categories do people searching Cfa Consulting jobs look for? The top searched job categories for Cfa Consulting jobs are:
Cfa Consulting jobs near you
Infographic showing various Cfa Consulting job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $73,301 per year, or $35.2 per hour.
Senior Manager, Enterprise Project Management Office (ePMO)

Senior Manager, Enterprise Project Management Office (ePMO)

CFA Institute

Charlottesville, VA • On-site

$110K - $140K/yr

Full-time

Medical, Retirement

Posted 27 days ago

Job description

Location: Charlottesville, VA (preferred), or select US East Coast locations (GA, FL, NC)
Working model: Flexible working with periodic travel to the Charlottesville office for key collaboration, planning sessions, and stakeholder engagement
Have you taken full ownership of complex enterprise programmes in a matrixed organisation? Do you bring experience delivering strategic business and technology transformation initiatives? Are you ready to lead from structure to execution within a global enterprise environment?
CFA Institute is seeking a Senior Manager to join our Enterprise PMO. This is not a technology delivery or reporting-focused PMO role. It is an opportunity to lead and deliver complex, enterprise-wide business transformation initiatives that span operating models, governance, and cross-functional ways of working. You will act as a strategic partner to business, finance and technology leaders, driving programme delivery across global, cross-functional teams while establishing clear governance, structure and accountability.
What You'll Do
  • Lead end-to-end delivery of complex enterprise business transformation initiatives, from operating model design through to execution and embedding change
  • Define programme frameworks, governance structures, and decision-making models that enable enterprise-wide transformation
  • Partner with senior stakeholders across finance, technology and business functions to align strategic priorities and drive organisational change
  • Drive improvements to enterprise processes, operating models, and ways of working, not just tools and systems
  • Develop and implement frameworks that enhance financial and project management capability across the organisation
  • Drive portfolio and programme-level process enhancements, tools and enabling technologies
  • Develop frameworks and proof of concepts to optimise financial and project management capabilities
  • Proactively manage risks, issues, dependencies and decision pathways
  • Ensure compliance with ePMO standards, controls and documentation practices
  • Collaborate across US and UK teams, building strong cross-border relationships
  • Contribute to strengthening and maturing Enterprise PMO capability

What We're Looking For
  • Proven experience leading enterprise business transformation initiatives, including operating model change, governance design, and cross-functional process improvement
  • 8 to 12+ years' experience leading complex, enterprise-scale strategic initiatives within global, matrixed organisations
  • Proven ability to lead and influence cross-functional programme teams and senior stakeholders without formal line authority
  • Demonstrated ownership of programme structure, governance and delivery outcomes
  • Experience leading business transformation initiatives, with exposure to enabling technology change (not limited to software delivery programmes)
  • Experience limited to software delivery or technology PMO environments alone will not be sufficient
  • Strong portfolio governance and financial oversight experience, including project controls and KPI management
  • Experience delivering across waterfall, Agile and hybrid methodologies; PMP, PMI-ACP or PRINCE2 certification preferred
  • Exceptional presentation and facilitation skills, with experience engaging executive stakeholders
  • Familiarity with enterprise tools (e.g. JIRA, Confluence, Workday, NetSuite) as enablers of broader transformation programmes
  • Background in large corporates, consulting, financial services, education or other enterprise transformation environments is advantageous

Why Join Us
  • Lead high-visibility strategic initiatives aligned to CFA Institute 2030
  • Work within a globally respected organisation with a strong mission and purpose
  • Collaborate internationally across US and UK teams
  • Shape and enhance Enterprise PMO capability while advancing your own leadership exposure

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: US $110,000-$140,000 per year. All salary ranges are subject to adjustment based on experience, education, location and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) plan, and a comprehensive medical benefits package.
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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 humanresources@cfainstitute.org 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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