CFA UK careers pathway: Stepping up: Strategic career tools for emerging leaders
Thursday 04 June 2026 | 17:00 - 18:00 | Webinar
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Being promoted to lead the team you once worked in is exciting—but it’s also one of the most challenging transitions in an investment-management career. Leadership isn’t about doing more of the same; it’s about thinking differently, building authority, and managing relationships in a new way.
This interactive webinar is designed for newly promoted professionals who want practical strategies to succeed in their first leadership role. You’ll have the chance to submit real-life scenarios in advance, and these will be discussed live during the session giving you tailored advice and actionable insights.
Join Martyn Barmby, Director, MSB Executive as he shares essential tools for making this transition successfully, including:
• Shifting from doing the work to directing it developing confidence to delegate effectively
• Knowing when to step in versus step back balancing oversight with empowerment
• Making intentional career decisions that align with your long-term goals
If you’ve recently stepped into management or are preparing for that move, this session will help you navigate the challenges, build trust, and accelerate your path to leadership success.
Who should attend?
Newly promoted investment professionals who have recently transitioned from being individual contributors to managing teams or those preparing for that step
Registration: 16:55
Event: 17:00 - 18:00
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Other events in the pathway:
24 Feb CFA UK careers networking event: Market trends & coaching to power your career
24 March CFA UK careers pathway: Critical thinking in the age of AI
21 April CFA UK careers pathway: Career agility: How to stay relevant and resilient
12 May CFA UK careers pathway: Building influence before you have authority
25 June CFA UK careers pathway: Unlocking AI for everyday efficiency - Practical tips to work smarter with AI
Speaker
Martyn Barmby, Managing Director, MSB Executive
Martyn Barmby is the Managing Director of communication specialists MSB Executive and leads their work in financial services. A respected public speaker, he regularly leads events for industry bodies in the UK and Europe, including Women in Banking and Finance, CFA Societies and the CAIA.
Having started his career specialising in change management programmes for blue-chip companies, in 2001 Martyn trained at the renowned East 15 acting school and followed a career on stage, film and television.
He combined his acting work with directorships at consultancy firms in the UK, US and France. He founded MSB Executive in 2008 to help financial services professionals communicate with clarity and impact.