Manager, Global Inclusion APAC

JOB SUMMARY

The Manager, Global Inclusion, APAC is a regional inclusion practitioner and investment-industry engagement partner who supports the design and execution of CFA Institute’s multi-year Inclusion strategy across APAC. Working closely with the Global Senior Head, Inclusion, the role blends research and analytics, program delivery, and stakeholder engagement—applying an ethics- and behavior-aware lens to strengthen CFA Institute’s inclusive culture and to advance inclusive practices across the investment industry (including, where appropriate, engagement with regulators and professional bodies).

The role also needs to:

• support consultative engagement and change management efforts with APAC investment organizations—helping translate inclusion into governance, talent, and decision-making processes (e.g., bias-aware hiring, promotion, and investment processes), informed by ethics and behavioral finance concepts;
• develop capability across staff, CFA societies, volunteers, and partners by coordinating learning experiences, toolkits, and convenings; leverage these capabilities with institutions, societies, and members;
• create, monitor, and advise on inclusion metrics and impact reporting (internal and, where appropriate, external program metrics) for senior management and key stakeholder groups.
• integrate and elevate internal inclusion priorities into functional and regional workstreams while ensuring external-facing initiatives are grounded in CFA Institute’s ways of working and culture goals;

The position will be located in APAC and will report to the Global Senior Head, Inclusion. Internal inclusion will be a matrix report to Head, Culture, Employee Value & Talent Development. Time split to be 75% external and 25% internal.

ESSENTIAL FUNCTIONS

Responsibilities include but are not limited to:

• Co-create APAC inclusion priorities with the Global Senior Head, Inclusion—focusing external investment-industry engagement and program delivery and linking with CFA Institute’s internal culture objectives.
• Build and maintain partnerships with APAC investment firms, institutional partners, regulators, professional associations, CFA Societies, and internal leaders to understand market needs, identify opportunities, and support implementation of inclusive structures and initiatives aligned to regional contexts. Additionally, partner with regional leaders to establish regional goals, resources, and success measures.
• Lead APAC inclusion analytics and insights work (including but not limited to survey design and roll-out, data tracking, and dashboard reporting), ensuring robust data management, confidentiality, and clear reporting to stakeholder groups. Use findings to identify trends, gaps, and opportunities and to inform continuous improvement.
• Partner with Marketing, Communications (MCX), and regional teams for regular updates and strategic messaging; act as a content consultant and quality-control partner for client-ready and member-facing inclusion materials.
• Act as an ambassador for CFA Institute’s inclusion agenda in APAC—enabling colleagues, volunteers, and partners to build advocacy and consistent messaging across internal and external channels.
• Support the design and delivery of APAC inclusion initiatives (internal and external), including roundtables, workshops, and partner engagements; coordinate logistics, materials, and follow-up, and support representation at APAC industry and CFA Society events, ensuring a strong client service experience.
• Create practical structures, frameworks, and operating norms that help embed inclusion into governance and decision-making (e.g., bias mitigation, ethical culture, inclusive leadership), leveraging evidence and behavioral finance-informed approaches.
• In partnership with relevant internal partners, recommend, create, and manage the scope and sequencing of inclusion learning and development for staff and, where relevant, external audiences (e.g., societies/partners). Track and monitor feedback to gauge effectiveness, identify gaps, and iterate. Where necessary, facilitate learning and development opportunities.
• Actively participate in the Inclusion Council to support its work and serve as a bridge with the Employee Resource Groups; translate insights into practical recommendations and program inputs (without compromising confidentiality).

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor’s degree required; a master’s degree in a relevant discipline (e.g., business, public policy, behavioral science, HR/organizational psychology) is a plus.
• Minimum 5–7 years of professional experience in the investment industry or adjacent sectors (financial services, professional associations, research/insights, ESG/CSR, or communications), with exposure to inclusion and/or human capital topics preferred.
• Working understanding of the inclusion/human capital management landscape and its relevance to investment organizations (e.g., governance, talent, and culture), including awareness of regional regulatory and market considerations.
• Demonstrated ability to collaborate and influence across stakeholders—comfortably working with investment professionals, CFA Societies/volunteers, and senior internal leaders.
• Excellent communication skills (written, verbal, listening, and presentation). Experience producing client-ready materials, facilitation guides, and research-informed content is preferred.
• Ability to work successfully with people of diverse functional and cultural backgrounds. Experience working across APAC markets and in a geographically dispersed organization is preferred.
• Strong consulting, problem-solving, and analytical skills with a service-oriented, partnership mindset.
• Advanced Excel and data management skills; experience building or maintaining dashboards, tracking KPIs, and interpreting survey or program data.
• Project/program management skills, including planning and deadline-driven execution; ability to manage budgets where applicable.
• Experience representing an organization with a spectrum of stakeholders, including senior leaders and external partners (e.g., investment firms, societies, professional bodies).
• Highly organized and able to competently juggle competing priorities and changing expectations; uses sound judgment and appropriately escalates risks and issues.
• Matrixed environment experience and the ability to manage multiple projects / workstreams simultaneously across time zones.
• Fluency in English required; additional APAC language skills are advantageous. CFA Program candidate status or CFA designation is a plus.

PHYSICAL REQUIREMENTS 

• Energy to put in the hours of concentrated work necessary to achieve goals while maintaining a positive attitude

TRAVEL REQUIREMENTS 

• Travel will be approximately 20% of the time, primarily within APAC with occasional global travel for planning and convenings.

LEADERSHIP CAPABILITIES

• Strategic – Connects ideas, resources and processes, with an outside-in perspective, to define winning solutions; employs a broad, global perspective and digital mindset to disrupt and transform
• Courageous -- Actively listens, asks questions, develops an independent conclusion and is willing to challenge the popular view for the betterment of the organization
• Authentic -- Reflects one’s true self in all situations; clearly says what they mean and does what they say they will do
• Talent magnet -- Understands a candidate/employee’s capabilities and matches those to the appropriate role/assignment; seeks out diversity of thought and experience; invests in development; mentors and coaches for success; builds and rewards high functioning teams
• Growth mindset -- Learns and grows through experimentation and failure; embraces challenges with persistence and resilience; demonstrates a willingness to risk failure and sees it as a key learning opportunity
• Accountable -- Understands role and takes full ownership of their own, their team’s, and the organization’s success or failure; achieves efficient, timely, quality results through the effective leadership of others
• Agile – Navigates complexity, challenges and ambiguity with confidence; creates an environment of learning to drive optimal outcomes; employs a continuous improvement mindset; encourages rapid, flexible response to change

We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits

About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.

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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.

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