About the Role

Are you passionate about fostering strategic business relationships and driving engagement? We are seeking a Manager, Business Development, Global Partnerships & Client Solutions (GPCS), to build and strengthen business-to-business relationships within the assigned market(s) and target client base. In this role, you will work closely with global Business Development teams and internal stakeholders to promote engagement with CFA Institute’s programs, thought leadership, and initiatives. This role is supported by the Senior Manager, Partnerships & Client Solutions.

Key Responsibilities

Client Relationship Management & Development

• Manage and develop client relationships to drive growth, profitability, and client satisfaction, focusing on defined targets.

• Build and maintain strong relationships with key contacts, including investment professionals, HR professionals, recruiters, practitioners, and leadership.

• Document and report on client engagement plans, set goals, conduct regular client meetings, track progress, and provide insights.

• Engage with institutional stakeholders (asset management firms, wealth management firms, global capability centers, IT and consulting firms) to develop and implement mutually beneficial objectives and practices.

• Gather and share intelligence from clients and potential partners to provide the ‘voice of the customer’ to internal stakeholders.

Business Development

• Identify and follow up on business development opportunities with key clients and partners to ensure successful delivery of solutions.

• Develop a deep understanding of client business models, strategies, structures, and objectives to identify and address needs.

• Deliver persuasive stakeholder-focused presentations on CFA Institute programs, products, and services.

• Utilize CRM systems (e.g., Salesforce) for effective communication, record-keeping, and reporting.

• Assist in developing and maintaining marketing collateral, outreach materials, and presentations.

• Represent CFA Institute to diverse stakeholders, including employers, universities, societies, and regulators.

• Partner with internal corporate functions such as Finance, Legal, Compliance, IT, and People & Culture to support business development efforts.

Projects and Initiatives

• Support and coordinate key projects and initiatives, such as the India Career Accelerator Program and others as needed.

• Work closely with internal teams to deliver client requirements, including workshops, webinars, and roundtables.

• Coordinate event logistics, venue selection, contracting, and payment settlements in collaboration with relevant teams.

What You Bring

• Bachelor’s degree or equivalent combination of education and experience.

• 8-10 years of experience in business development, account management, education, financial services, or sales.

• Exceptional communication skills in English (written, verbal, listening, and presentation).

• Strong ability to communicate effectively with senior stakeholders internally and externally.

• Demonstrated expertise in relationship management, prioritization, and adaptability to evolving priorities.

• Structured thinker with experience successfully planning and executing long-term projects .

• Experience using CRM systems (e.g., Salesforce) preferred.

• Strong organizational and time management skills with the ability to handle competing priorities.

• Excellent consulting, problem-solving, and analytical skills .

• Project management experience preferred.

• Experience in Learning & Development valued.

• Awareness of financial institutions, markets, and industry issues preferred.

Why Join Us?

• Strategic Impact: Build key partnerships and influence industry engagement with CFA Institute.

• Collaboration & Growth: Work with global teams and diverse stakeholders.

• Professional Development: Gain exposure to financial services and educational sectors.

• Flexibility: Work in a dynamic environment with evolving priorities.

This role is based in Bangalore, India with hybrid working options available.

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: 25-35 Lakhs per year. This is total compensation, salary + allowances.

All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals.

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.

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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