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CFA Institute

60 Cfa Institute Operations Specialists Jobs Hiring Near You

Clientell

$123 - $154/hr

CFA Institute's Salesforce platform is at the center of a major transformation. We're consolidating ... operations, including implementation of modern practices, assessment of platforms and software ...

CFA Institute

Performance Specialist

Manhattan, NY · On-site

$100 - $130/hr

The Private Markets Finance Group is responsible for all aspects of accounting, operations ... CIPM, CPA and/or CFA a plus, but not required * Technical understanding of aforementioned metrics

CFA Institute

Treasury Director

Durham, NC · On-site

$180 - $260/hr

With a collaborative, entrepreneurial culture and a commitment to operational excellence, the firm ... * CPA, CFA, and/or MBA preferred. Benefits * Competitive base salary + bonus structure

CFA Institute

Director, FP&A - Insurance

Norwich, NY · On-site

$150 - $190/hr

Establish and monitor KPIs related to profitability, growth, expense management, and operational ... highly valued * CPA, CFA, MBA, CPCU, or similar designation preferred This is an excellent ...

CFA Institute

Fixed Income Trader

Houston, TX · On-site

$70 - $100/hr

... with operations team. * Build and maintain relationships with sell-side dealers, brokers, and ... Bachelor's degree in finance, economics or related field; advanced degree or CFA a plus.

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Infographic showing various Operations Specialists job openings at Cfa Institute in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 47% Physical, 6% Hybrid, and 47% Remote job distribution.

Director, Software Engineering, Customer Experience Platforms

CFA Institute

Charlottesville, VA • On-site

$251K/yr

Full-time

Medical, Retirement

Re-posted 21 days ago

Job description

Are you driven to build and scale platforms that power seamless, end-to-end customer experiences?
The Director, Software Engineering, Customer Experience Platforms leads engineering delivery, architecture strategy, and technical operations across CFA Institute's digital ecosystem-including enterprise CMS and Salesforce platforms. You'll drive secure, scalable, and integrated solutions that support content, CRM, and omnichannel engagement, while leading high-performing teams and translating complex business needs into reliable, modern engineering outcomes.
This role is responsible for evaluating current ("as-is") and future-state ("to-be") architectures across CMS and Salesforce ecosystems; ensuring alignment with enterprise architecture standards; enabling personalization and omnichannel engagement; managing engineering risk; overseeing delivery execution; developing digital talent; and ensuring production stability, observability, and service reliability across customer-facing platforms.
What You'll Do
Platform Strategy & Architecture Leadership
  • Lead the architecture, development, enhancement, integration, and maintenance of CFA Institute's customer experience platforms, including CMS and Salesforce.
  • Define and govern a composable digital experience architecture leveraging headless CMS, Salesforce platform capabilities, and API-first integration patterns.
  • Architect scalable, secure, and extensible solutions enabling personalized, omnichannel customer journeys.
  • Ensure alignment with enterprise architecture standards, integration patterns, and security frameworks.
  • Conduct "as-is" and "to-be" architecture assessments across CMS and Salesforce ecosystems to drive modernization and scalability.

CMS & Digital Experience Platforms
  • Own engineering strategy and delivery for enterprise CMS platforms (Acquia/Drupal), including headless and hybrid architectures.
  • Enable content lifecycle management, publishing workflows, localization, and multi-channel content distribution.
  • Ensure seamless integration between the CMS and various downstream digital channels.
  • Support personalization, A/B testing, and dynamic content delivery capabilities.

Salesforce Platform Engineering
  • Lead engineering ownership of Salesforce platform ecosystem (e.g., Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud as applicable).
  • Define and govern Salesforce architecture, including data model, integration patterns, and extensibility strategy.
  • Oversee development of custom applications, automations, and integrations using Salesforce platform capabilities.
  • Ensure scalability, data integrity, security, and performance of Salesforce environments.
  • Partner with business stakeholders to enable customer lifecycle management, engagement, and revenue operations.

Integration & Customer Data Ecosystem
  • Define and oversee integration strategy across CMS, Salesforce, identity platforms, data platforms, and enterprise systems.
  • Ensure robust API and event-driven integration patterns enabling real-time customer data exchange and orchestration.
  • Oversee identity and access management (SSO, OAuth2, SAML) and customer identity resolution.
  • Enable customer 360 data architecture in partnership with Data & Analytics teams.

Engineering Delivery & Operational Excellence
  • Ensure high-quality delivery of customer-facing digital platforms with strong SLAs and reliability.
  • Maintain CI/CD pipelines, DevSecOps practices, and release governance for CMS and Salesforce platforms.
  • Oversee vendors supporting CMS, Salesforce, and digital experience capabilities and services.

Customer Experience & Commercial Enablement
  • Architect solutions supporting customer acquisition, engagement, retention, and monetization models.
  • Enable capabilities such as subscriptions, customer segmentation, campaign orchestration, and partner experiences.
  • Serve as senior technical advisor for digital experience and CRM-related initiatives.

Data, Analytics & Personalization
  • Enable telemetry across CMS and Salesforce platforms to support customer behavior analytics and journey optimization.
  • Support personalization engines, segmentation, and campaign performance tracking.
  • Evaluate AI/ML use cases for content personalization, recommendations, and automation.

Talent & Organizational Leadership
  • Build, mentor, and develop high-performing engineering teams, including both FTE and vendor resources.
  • Drive capability development in platform engineering, interoperability standards, and modern architecture patterns.
  • Foster a culture of accountability, experimentation, and continuous improvement.
  • Collaborate across Product, Education, Partnerships, Security, and Enterprise Architecture to ensure shared understanding of technical direction and priorities.

What We're Looking For
  • Bachelor's degree required; master's degree or equivalent experience preferred.
  • 8+ years of progressive software engineering and platform experience, including enterprise-scale architecture and distributed systems.
  • 3+ years of managerial experience with responsibility for people leadership, platform delivery, and operational outcomes.
  • Demonstrated experience designing and delivering multi-tenant SaaS or API-first platforms serving enterprise or B2B clients.
  • Experience with Salesforce platform (Sales, Service, Experience, Marketing Cloud).
  • Experience with enterprise CMS platforms (headless or hybrid).
  • Experience integrating enterprise systems such as CRM, CMS, identity providers, and analytics platforms.
  • Experience designing customer experience platforms and omnichannel architectures.
  • Familiarity with customer data platforms (CDPs), personalization tools, and marketing technologies.
  • API-first, microservices, integration, identity, and enterprise architecture requirements

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: $122,000 - $170,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
Please note that visa sponsorship is not available for this role at this time.
No agencies, please.
#LI-TB1
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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