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Cfa Consulting Jobs (NOW HIRING)

Role Overview: Turing is looking for Financial Consulting professionals to work with our ... CFA (Level I/II/III), CA/CPA, ABV, or MBA in Finance. * Perks of Freelancing with Turing: * Work on ...

Working with Financial Consultants/Relationship Managers, participate in the development of new ... CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required ...

... 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 ...

... 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 ...

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191.50 - $277.20/hr

Working with Financial Consultants/Relationship Managers, participate in the development of new ... CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required ...

... 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 ...

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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 Sep 5, 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 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.

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 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.

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.

Can I get into consulting with CFA?

The CFA designation is highly regarded in finance and can enhance your qualifications for consulting roles, especially in investment, financial advisory, or corporate strategy consulting. While it is not a requirement, having a CFA can demonstrate expertise in financial analysis and ethics, making you a more competitive candidate for consulting positions that involve financial decision-making. Additional skills such as problem-solving, communication, and relevant industry experience are also important.
More about Cfa Consulting jobs

What states have the most Cfa Consulting jobs?

States with the most job openings for Cfa Consulting jobs include:

Infographic showing various Cfa Consulting job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $73,301 per year, or $35.2 per hour.

Senior Director, Enterprise Program Management

CFA Institute

Charlottesville, VA • Hybrid

$170K - $200K/yr

Full-time

Medical, Retirement

Re-posted 22 hours ago


Key responsibilities

  • Lead and develop a team of business-facing program managers supporting strategic and enterprise change initiatives.

  • Oversee multiple programs at portfolio level, helping manage priorities, dependencies, risks, milestones, funding considerations and benefits delivery.

  • Partner with business leaders to create clear delivery plans from ambiguous or evolving requirements.


Job description

Location: London, UK or Charlottesville, VA (preferred), select US East Coast locations (VA, GA, NC, FL) also considered.

Are you an experienced enterprise program leader who can bring structure, judgement and momentum to complex business change? Do you enjoy leading program managers, partnering with senior stakeholders, and turning strategy into practical delivery across a global organisation?

CFA Institute is hiring a Senior Director, Enterprise Program Management to lead the business-facing program management pillar within the Program Management & Enterprise Transformation team in Global Operations. In this role, you will help strengthen how enterprise initiatives are planned, governed and delivered, working across Strategy 2030 priorities, Business Change work and a multi-million-dollar strategic program portfolio that matters to the organisation's future.

You will lead a team of business-facing program managers and act as a senior partner to the business, helping translate complex priorities into clear plans, delivery rhythms, milestones, risks and outcomes. You will also help evolve the program management operating model, champion change-management discipline, and support smarter, more consistent ways of working across the portfolio, including the pragmatic use of agile, waterfall and hybrid delivery approaches.

What You'll Do

  • Lead and develop a team of business-facing program managers supporting strategic and enterprise change initiatives.

  • Oversee multiple programs at portfolio level, helping manage priorities, dependencies, risks, milestones, funding considerations and benefits delivery.

  • Help manage portfolio-level trade-offs across priorities, resources, funding, dependencies and delivery risk.

  • Partner with business leaders to create clear delivery plans from ambiguous or evolving requirements.

  • Act as a senior escalation point and problem-solving partner for program managers and stakeholders when delivery needs to be unblocked.

  • Champion practical program management discipline, change frameworks and consistent ways of working across Global Operations and wider business partners.

  • Apply the right delivery approach for the work, flexing between agile, waterfall and hybrid methods rather than forcing a single methodology.

  • Contribute to the continued refresh of the PMO operating model, including process improvement, program governance and the thoughtful use of tools, data and AI-enabled practices.

What We're Looking For

  • Senior program management, enterprise PMO, transformation or business change leadership experience in a complex organisation.

  • Clear evidence of overseeing multiple programs or a broader portfolio, rather than only delivering individual projects.

  • Strong program management craft, including planning, governance, delivery rhythm, dependency management, risk management and benefits focus.

  • Experience leading, coaching or developing program managers or similar delivery professionals.

  • Ability to build structure from ambiguity and partner credibly with senior business stakeholders.

  • A pragmatic, enabling leadership style that brings discipline without slowing the business down.

  • Comfort working across business and technology-enabled change, with the judgement to flex between agile, waterfall and hybrid delivery approaches depending on the work.

  • Confidence working with technology-enabled change, with enough delivery fluency to partner effectively with technical teams without needing to be the technical program lead.

Differentiators

  • Experience in financial services, education, professional associations, EdTech, consulting or other complex stakeholder-led environments.

  • Experience refreshing PMO ways of working, change frameworks, portfolio governance, program reporting or benefits realisation practices.

  • Relevant program, portfolio or change-management qualifications such as PMP, PgMP, PRINCE2, Prosci or similar.

  • Exposure to AI-enabled process improvement, program tooling, portfolio analytics or delivery automation.

Why Join Us

  • Lead a visible enterprise program management function at a point of meaningful evolution.

  • Help shape how CFA Institute delivers strategic priorities and Business Change work across a global organisation.

  • Work closely with senior leaders and business partners on complex, high-impact initiatives.

  • Build capability in a team that sits close to business outcomes, not just process or reporting.

  • Join an organisation with a mission-driven role in investment education, professional standards and ethics.

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 - National Locations (VA, GA, NC, FL): $170,000 - $200,000 per year

UK - London: 100,000 - 130,000 per year

Actual salary within the stated ranges will depend on the individual's experience, qualifications, skills, location, and other job-related factors. Additional benefits include eligibility for an annual discretionary incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

#LI-BQ1


We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits


About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.


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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.


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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 TAHelpdesk@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.