• Job Description

  Req#: R-1868
  The Officer, Partnerships & Client Solutions, will support and execute a comprehensive revenue-focused business development and relationship management strategy in India/ China. Working as a member of the Global Partnerships & Client Solutions team, the specialist will work within their assigned geographies to drive our objectives. The ideal individual will have an interest in working for an education enterprise. Their knowledge of education industry and learning solutions, combined with business development and inter-personal skills, will shape our business plan and to help us achieve our objectives in India / China.

  CFA Institute is the world’s largest association of investment management professionals. As a global, independent organization, with a community of more than 175,000 members and 150+ member societies, we lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

  At CFA Institute, we care about our employees’ mental, physical, social, and financial well-being. That’s why we are committed to providing a comprehensive, competitive benefits package that offers flexibility to make choices that meet their needs:

  • Health & Well-being benefits that are amongst the best in the industry with full comprehensive Medical, Dental, and Vision for employees and their family members

  • Comprehensive Leave and Time Off plans

  • A focus on Financial Well-being means that we stack our retirement benefits against the most competitive standards.

  • Flexible work arrangements

  • Wellness, Education, and Employee Assistance Benefits

  Job Description Summary:

  The position will identify, build, and manage engagement with all types of constituents in their target market area, (including universities, colleges, professors, students, candidates, members, and commercial learning partners) to deliver the revenue, constituent growth, and influence objectives in the region.

  The position is based in India / China and will be eligible for flexible working. It will report to Manager, Partnerships & Client Solutions.

  ESSENTIAL FUNCTIONS

  Responsibilities include but are not limited to:

  Business Development:

  • Be the key driver to implement India/ China strategy plan with a focus on universities and educational institutions in their geographies.
  • Undertake individual targets for achieving key objectives as laid down in university plan and meet them on quarterly basis.
  • Responsible to build a prospect pipeline to sustain candidate numbers and revenue growth in their region through a combination of in-person meetings, phone, email, and social media.
  • Develop new partnerships in the region and create opportunities to promote CFA Institute products through bulk deals and/or individual sign-ups.
  • Stay up to date with competitors, products, market updates and learning platforms and/or solutions in their vicinity.

  Relationship Management:

  • Schedule info sessions, events and appointments for the Relationship management team.
  • Serves as the primary regional point of contact for key stakeholders including universities as well as any students, professors, educational institutions, or other members of the Indian / Chinese academic community contacting CFA Institute.
  • Conducts research on prospective university and educational institutions outreach participants, including speaking to local CFA Society.

  • Maintains sufficient knowledge of CFA Institute programs and offerings.
  • Attend networking events and conferences to build relationships and generate leads.

  Analytical and Local Support

  • Think, act, and communicate as a member of the global GPCS team, tracking, sharing and keeping up-to-date all relevant activity and opportunities in the CRM system (Salesforce).
  • Monitor, manage and document daily activities in CRM. Weekly reviews of targeted accounts, new contacts added, and any sales and marketing intelligence.
  • Support university and educational institutions focus work and act as a point person to coordinate and report all activities in assigned cities and key accounts.
  • Serves as the first level response to incoming client enquiries, supports coverage of key accounts, and backs up primary account managers, as required.

  QUALIFICATIONS

  EDUCATION / EXPERIENCE

  • Minimum 1 – 3 years of relevant experience in the education industry, not for profit environment or investment industry as Account Manager, Sales Executive, Business to Business (B2B) and/or Business to Customer (B2C) Sales.
  • A desire to learn and grow in the sales field
  • Bachelor’s Degree or commensurate level of education and experience
  • Proven business development experience with significant experience of business development required.
  • Comfortable networking and actively building personal relationships with senior academicians, professors and student clubs.
  • Experience and/or knowledge of academic institutions and online learning platforms.
  • Very high level of organizational and time management skills, with the flexibility to competently juggle competing priorities and changing expectations.
  • Excellent communication skills including written, verbal, listening, and presentation.
  • Experience working in different countries and/or familiarity with various cultures preferred
  • Highly collaborative style with demonstrated ability in building strong relationships and effectively influencing stakeholders at multiple levels in the region, understanding local needs and opportunities
  • Self-starter and highly motivated – ability to work independently and with teams.

  PHYSICAL REQUIREMENTS

  • Client facing relationship management role; working remotely.
  • Energy to put in the hours of concentrated work necessary to achieve goals while maintaining a positive attitude
  • Ability to travel comfortably

  TRAVEL REQUIREMENTS

  • Travel will depend on coverage area and responsibilities; may range from 20% to 50%

  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

  This job description is a summary of job requirements and duties and is not intended to be an exhaustive list of all areas of responsibility.

  Job Description:

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  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.

  To stay up to date on current news and events, follow CFA Institute's LinkedIn page.

  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.

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• About the company

  The organization offers the Chartered Financial Analyst designation, the Certificate in Investment Performance Measurement designation, and the Investment Foundations Certificate.

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