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Industry Outreach Committee

About

The Industry Outreach Committee builds and strengthens bridges between CMT Association and the global financial services industry. This committee works to demonstrate the value of technical analysis and the CMT designation directly to employers, asset managers, and other key industry stakeholders. From the beginning, the founders of our Association sought to improve the standing of technical analysis on Wall Street. This committee continues that original mission in a structured way, moving beyond advocacy to create tangible partnerships and career pathways with firms like Morgan Stanley, Wells Fargo, and Bank of America—some of the top employers of our charterholders.

Mission

The mission of the Industry Outreach Committee is to serve as the primary advocate demonstrating and promoting the concrete value of technical analysis and the CMT designation to the global financial services industry. We actively build and strengthen partnerships with top-tier financial firms, asset managers, and institutional stakeholders. Our goal is to expand professional career opportunities for our members by improving the standing and recognition of technical analysis within institutional finance. We value professionalism, advocacy, and strategic partnership. By communicating the essential skills and disciplined approach of CMT charterholders, we aim to establish the CMT designation as a required and respected qualification for roles in investment strategy, trading, and risk management globally.

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Core Responsibilities

Serve as the primary advocate for the value of technical analysis and the CMT designation.

Build and strengthen partnerships with top-tier financial firms and institutional stakeholders.

Expand professional career opportunities for members.

Improve the standing and recognition of technical analysis within institutional finance.

Establish the CMT designation as a required and respected qualification.

Call to Service

Understanding Groups and Gigs

What is a Group?

A Group is an ongoing, strategic body of volunteers who collaborate on a defined mission over an extended period. Groups have formal governance, defined membership, and regular meeting cadences. Joining a group means becoming part of a team committed to driving long-term impact within CMT.

What is a Gig?

A Gig is a short-term, tactical assignment with a clear deliverable and timeline. Gigs are ideal for volunteers who want to contribute their expertise to a specific task without a long-term commitment. They are time-boxed and goal-oriented.

(How to Join This Group)

Group
Ideal Candidate
Eligible CMT Journey Stages

Members: Active Professional Member or Affiliate Member; Leaders: Active Charter Holder or Active Professional Member

Key Competencies

Business development; executive communications

Suggested Career Age & TA Depth

6+ years experience; 3+ years TA

What You'll Do Core Activities

Develop strategy for industry advocacy and strategic partnership.

Build relationships with key employers like Morgan Stanley, Wells Fargo, and Bank of America.

Represent the Association at major industry events.

Provide input on regulatory matters affecting the profession.

Cultivate recruiting pipelines for CMT charterholders.

Time Commitment
Recommended Time Commitment & Cadence
2–5 hrs/month; +6–10 hrs for roadshows
At least quarterly, or as needed.
Member Appointment & Term
BYLAWS §8.02(E): The members of the committee shall be appointed by the committee chair with the approval of the Board to serve for a term of one (1) year or such longer period as the Board may determine, provided that no individual shall serve as a member of a committee (including anytime as committee chair) for more than four (4) consecutive years.
Gigs

Available short-term assignments will be listed here.