Full-Time

Chief of Staff

Global Operations

Updated on 8/23/2026

CFA Institute

CFA Institute

Global investment professional credentialing body

Compensation Overview

$175k - $200k/yr

Florida, USA + 4 more

More locations: Georgia, USA | Virginia, USA | North Carolina, USA | Charlottesville, VA, USA

Hybrid

Work is based in Charlottesville or approved East Coast locations in Virginia, North Carolina, Georgia, or Florida.

MBA

Category
Business & Strategy (1)
Required Skills
Agile
Six Sigma
Product Management

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Requirements
  • Significant experience in strategy, operations, programme or portfolio environments, enterprise transformation, consulting, business management, or a Chief of Staff-style role within a mid-to-large global or multinational organisation.
  • Experience operating at an enterprise-wide level with an understanding of organisational priorities, strategic interdependencies, and the needs of different functions and regions.
  • Direct experience working with C-suite executives in a trusted, high-exposure capacity, including preparing executive briefings, presentations, decision materials, and strategic updates.
  • Experience supporting board, executive committee, or equivalent senior enterprise governance forums.
  • Experience leading or materially shaping complex cross-functional and cross-regional initiatives, operating rhythms, and enterprise priorities within a matrixed environment.
  • Strong structured thinking and analytical capability to turn ambiguous, complex, or sensitive issues into clear options, actions, and recommendations for executive decision-making.
  • Excellent written, verbal, and presentation skills, with strong attention to detail and the ability to communicate complex issues clearly, concisely, and appropriately for C-suite and board-level audiences.
  • Maturity, discretion, and sound judgement when handling confidential, sensitive, or high-profile matters.
  • Ability to influence without authority, build trust, and work effectively across functions, geographies, and teams with different priorities and working styles.
  • MBA or equivalent advanced business qualification.
Responsibilities
  • Partner directly with the Chief Operating Officer to support priorities, decision-making, communications, and follow-through across Global Operations.
  • Build and manage operating rhythm, governance cadence, monthly business reviews, agendas, actions, and accountability mechanisms.
  • Help define a prioritized Global Operations roadmap, ensuring key initiatives have clear ownership, structure, and momentum.
  • Lead or support strategic projects and cross-functional initiatives requiring coordination across multiple teams and senior stakeholders.
  • Prepare materials for leadership forums, governance discussions, board-related activity, and organizational communications.
  • Work across Program Management and Enterprise Transformation, Global Contact Center, Facilities, Real Estate, and Event Management.
  • Use technology and artificial intelligence to improve productivity, analysis, and communication while maintaining human judgement and quality control.
Desired Qualifications
  • Experience in financial services, EdTech, education, professional services, or another business-facing environment.
  • Exposure to program delivery, portfolio management, operational excellence, Lean Six Sigma, agile, quality, product, technology, or enterprise transformation work.

CFA Institute is a global not-for-profit association that provides education, certification, and ethical standards for investment professionals. Its flagship CFA Program awards the Chartered Financial Analyst charter, alongside specialized certificates in sustainable investing, private markets, and climate risk, plus the CIPM credential and GIPS performance standards. What sets CFA Institute apart is its global network of charterholders and member societies across 150-plus markets. The goal is to build a trusted, highly skilled investment profession.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

1963

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Simplify's Take

What believers are saying

  • January 15, 2026 Level II pass rate reached 42 percent across 15,003 candidates.
  • May 26, 2026 curriculum updates expand real-world skills, including due diligence and Python.
  • CFA Institute raised 2026 pricing after strong demand, preserving revenue per candidate.

What critics are saying

  • Margaret Franklin exited February 25, 2026, leaving Tricia Rothschild interim CEO.
  • Revelio Labs shows 1,634 employees in March 2026, down 2.9% year over year.
  • Rising 2026 CFA fees squeeze candidates and erode charter relevance by 2027.

What makes CFA Institute unique

  • CFA Institute owns the CFA charter, globally recognized across investment careers.
  • Its 2027 curriculum adds Practical Skills Modules and Python, tied to exams.
  • The organization controls certification standards, exam content, and credential signaling worldwide.

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Benefits

Health Insurance

401(k) Retirement Plan

Flexible Work Hours

Wellness Program

Performance Bonus