Specialist, Events Operations & Partnerships, India

Location: Mumbai

The Specialist, Events Operations & Partnerships plays a critical role in strengthening the CFA Institute's events vertical by providing dedicated ownership of event operations, vendor management, partnership activation support, and execution governance across planned events and strategic initiatives. Working under the guidance of the Sr. Event Producer, and in close collaboration with the Marketing team, agencies, vendors, and external stakeholders, this role ensures that events and partnership-led activations are delivered in line with agreed scope, timelines, budgets, and business objectives.

The position translates the events and partnerships agenda into disciplined execution, providing the operational capacity and coordination needed to enable the Senior Event Producer to focus on strategic partnerships, stakeholder engagement, and vertical leadership, while maintaining operational excellence, governance, consistency, and accountability across all event activities.

• Implementing event-led marketing initiatives and strategic projects (30%)

• Support execution of marketing campaigns, customer engagement initiatives, event-led programs, and partnership activations that support business priorities and strategy.
• Manage project plans, timelines, dependencies, budgets, vendor deliverables, and agreed event scope to ensure initiatives are delivered on schedule and aligned with business, brand, and stakeholder objectives.
• Partner with the internal teams, agency partners, event vendors, and external stakeholders to translate event, marketing, and partnership plans into effective on-ground execution.
• Maintain an integrated events calendar and execution plan, ensuring priorities, dependencies, stakeholder inputs, and operational milestones are visible, tracked, and aligned with the agreed annual plan.
• Monitor program performance, identify execution risks, and proactively drive resolution to maintain delivery momentum.
• Support implementation of customer lifecycle marketing initiatives and audience engagement programs.
• Maintain event trackers, execution dashboards, vendor status reports, budget trackers, and performance reporting to provide visibility into progress, risks, dependencies, and outcomes.

• Marketing operations, event governance and execution discipline (30%)

• Support operational management of key marketing and event programs through planning, governance, procurement, vendor onboarding, invoicing, budget tracking, documentation, and compliance with agreed processes.
• Coordinate vendor onboarding, purchase orders, contracts, briefing documents, delivery checkpoints, invoices, and closure documentation in line with internal governance and procurement requirements.
• Ensure adherence to brand standards, governance requirements, and established marketing processes.
• Develop and maintain project documentation, operational frameworks, and standard operating procedures.
• Identify opportunities to improve workflows, streamline processes, and enhance overall team efficiency.
• Support business reviews through accurate tracking of deliverables, milestones, budgets, and key performance indicators.
• Drive operational discipline and accountability across multiple concurrent events, partnership activations, vendor workstreams, and marketing initiatives.
• Own issue tracking and escalation for event operations, ensuring delivery risks, scope changes, vendor gaps, and stakeholder dependencies are surfaced early and resolved under guidance from the Sr. Event Producer.

• Events operations, partnerships and stakeholder management (40%)

Execute end-to-end event operations, partnership activations, and stakeholder engagement initiatives, ensuring each event is delivered as per approved plan, agreed scope, timelines, budgets, and business objectives.

Manage coordination across agencies, event vendors, universities, media organizations, industry bodies, and strategic partners, ensuring requirements are clearly briefed, deliverables are tracked, and execution remains aligned with agreed scope.

Support the identification, evaluation, onboarding, and operational management of new partners, vendors, and collaboration opportunities beyond regular event relationships, aligned with marketing priorities and strategy.

Maintain a structured partnership and vendor pipeline, including prospect mapping, evaluation status, activation scope, ownership, timelines, and next steps for new collaboration opportunities.

Conduct market research and stakeholder mapping to uncover opportunities for audience growth, brand visibility, and strategic engagement.

Oversee event readiness, venue and logistics coordination, vendor briefing, activation requirements, stakeholder coordination, on-ground execution support, issue escalation, and post-event evaluation.

Track partnership commitments, vendor deliverables, event scope, campaign requirements, stakeholder input, and post-event follow-ups to ensure alignment, accountability, and timely closure.

Prepare post-event summaries covering delivery against scope, audience engagement, partner/vendor performance, operational learnings, and recommended improvements for future events.

Build strong working relationships across internal and external stakeholders to support seamless execution and long-term collaboration.

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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