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
Do you know when to solve a problem yourself and when to bring others in? Do you enjoy keeping things running smoothly while finding ways to make them better? Looking for a role where your operational decisions shape how members experience their benefits?
As Senior Operations Associate (Member Benefits) at CFA Institute, you will play a central role in the day-to-day delivery of key member benefits. You will sit at the centre of benefit delivery, running day-to-day operations while identifying opportunities to improve performance, resolve issues, and enhance the overall member experience. Working across internal teams, external partners, and global stakeholders, your focus will be on ensuring member benefits run effectively and continuously improve.
What You’ll Do
Run the day-to-day delivery of a select number of member benefits, ensuring consistent and reliable execution
Manage queries and issues, making clear decisions on resolution versus escalation
Coordinate across internal teams, external vendors, societies and stakeholders to maintain service quality
Support member benefits and services such as career programmes, mentoring, and the job board
Monitor performance and usage, using data to identify trends and explain what is driving them
Turn insights into practical recommendations to improve benefit delivery
Identify recurring issues and implement process improvements
Contribute to reporting and dashboards that track performance and engagement
Support the scaling of member benefits and services, including improving efficiency through automation and AI
What We’re Looking For
Experience in operations, service delivery, programme support, or customer-focused roles
Proven ability to run or support day-to-day service or operational delivery
Strong judgement and problem-solving skills, with the ability to triage and escalate effectively
Confidence working with data, including identifying patterns and explaining trends
Experience working across teams and coordinating with multiple stakeholders
Strong communication skills in a global, cross-functional environment
Highly organised, able to manage multiple priorities in a fast-paced setting
A proactive mindset focused on improving how things work
Experience in member-facing or service-based environments is desirable but not essential, including exposure to areas such as mentoring programmes, communities, job boards, or career-related services
Backgrounds in operations, customer service environments, programme coordination, or service-based organisations are particularly relevant.
This role is best suited to someone who enjoys operational ownership and problem-solving, rather than purely strategic or project-based work.
Why Join Us
Support benefits and services used by a global membership of over 200,000 investment professionals
Join a team at a key stage of growth, with new benefits being launched and scaled
Work across a wide range of stakeholders, including product, data, marketing, operations, societies and external partners
Gain exposure to global benefit delivery and cross-functional collaboration
Contribute to improving how benefits operate and scale
This is an Associate Manager level role (internally titled Associate Manager, Member Value Delivery).
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 $80,000–$90,000 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 [email protected] 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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