CFA Institute has an opportunity for a
Director, Business Operations to oversee and enhance the smooth running of our India entity. As a trusted advisor and key enabler of our market strategy, you will play a crucial role in ensuring operational excellence and driving strategic initiatives.
This role will oversee business operations, compliance, governance, and strategic planning, acting as a key support system for leadership and ensuring that CFA Institute India runs smoothly and efficiently.
This position will be located in Mumbai, and be supported by the Country Head, India.
The requirements of this role include:
Business Operations & Compliance
- Oversee day-to-day operations, facilities, and office infrastructure to support a growing team
- Ensure compliance and governance, acting as the first line of defence for regulatory adherence
- Work closely with global risk and compliance teams to align with local and international standards
- Manage vendor contracts, procurement, and project execution to enhance operational efficiency
Global & Cross-Functional Operations
- Align operational processes with global and regional teams, ensuring seamless coordination
- Support India-based teams contributing to global functions, optimizing business processes
- Oversee onboarding and capability-building initiatives to strengthen team performance
Strategic Planning & Advisory
- Advise the Country Head and leadership on operational strategy and process improvements
- Drive cross-functional initiatives and ensure efficient budget and resource management
- Identify business challenges and develop strategies to meet divisional objectives
Reporting & Performance Tracking
- Develop and report on key deliverables, KPIs, and financial performance for leadership and the board
- Ensure effective tracking mechanisms to monitor progress and enhance operational efficiency
The skills and experience required for this role include:
- The ideal candidate will have a Chief of Staff background including extensive experience in business operations, change management, and transition management within a global organization
- Strong people management skills with a track record of influencing stakeholders and driving operational excellence; passion for developing and motivating teams
- Experience in the investment management industry or financial services sector
- Ability to oversee large-scale projects, manage budgets effectively, and optimize business processes
- Familiarity with the principles of project management methodologies
- Proficiency in tools such as Salesforce, Workday, and NetSuite preferred
- A global mindset with experience working across diverse teams and international markets
- CFA Charterholder would be advantageous
What We Offer:
- A global platform to make a real impact
- Opportunities for national and international exposure and collaboration (up to 10% travel)
- A chance to work with some of the best minds in the financial sector
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: 70-80 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.
Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.
