Director, Membership Marketing & Engagement

Director, Membership Marketing & Engagement

Do you enjoy creating data-driven strategies that fuel growth and loyalty? Are you looking for a role where you can launch new membership models, drive retention, and design innovative engagement journeys? Join us to lead one of CFA Institute's most ambitious membership transformations.

At CFA Institute, our members are at the heart of everything we do. This role offers you the chance to shape how we attract, engage, and retain a new generation of investment professionals. As Director, Membership Marketing & Engagement, you will own the lifecycle strategy for a global membership community, driving measurable impact on growth, retention, and long-term member loyalty.

What You'll Do

• Lead the membership lifecycle across acquisition, engagement, renewal, and advocacy, with a near-term emphasis on first-year retention for a new membership class.
• Own product marketing for membership : positioning, messaging, competitive insight, and launch readiness across all membership classes (including upcoming Associate Membership).
• Design and execute go-to-market plans that are data-driven and omnichannel, aligned to Marketing & Customer Experience (MCX) and Membership & Society Relations (MSR).
• Build segmentation frameworks and journeys; deliver personalized campaigns using marketing automation to drive conversion and renewal.
• Champion test-and-learn with clear KPIs and dashboards (renewal %, churn %, NPS, LTV / ARR framing); continuously optimize performance.
• Partner globally with Product, Education, Research, Technology, and regional / society teams to bring membership value to life in market.
• Manage and mentor a small team of marketing and customer experience professionals; cultivate a high-output, experiment-driven culture.

What We're Looking For

Why Join Us

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 : $130,000-$160,000 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.

If you feel this opportunity could be the next step in your career, we encourage you to apply and complete our three-minute application.

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, caregiver 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.