Director, Product Management (Institutional Solutions)





Great products don't just solve today's problems—they redefine what's possible. As Director, Product Management, Institutional Solutions, you'll shape the strategy and evolution of AI-enabled enterprise products that support professional learning and skills development for leading financial institutions around the world.

In this highly collaborative role, you'll lead the strategy and execution of CFA Institute's global B2B product portfolio, working across product, technology, and commercial teams to shape the portfolio's long-term direction and ensure the successful delivery of innovative solutions. Partnering closely with engineering leaders, Institutional Solutions account managers, client success teams, delivery managers, and programme managers, you'll translate strategic priorities into products that deliver measurable value for enterprise clients.

You'll define and evolve the Institutional Solutions product roadmap while guiding the technology ecosystem that powers learning content, skills assessment, AI-enabled capabilities, and enterprise solutions. Working closely with the Senior Director, Product Management, business line general managers, and key stakeholders, you'll influence what we build, who we serve, and how our products scale to meet the evolving needs of organizations around the globe.

This role reports to the Senior Director, Product Management, Institutional Solutions, and may be based in eligible jurisdictions in the UK or the US (Eastern Time Zone). Flexible working arrangements, including hybrid and remote work, are available.

What You'll Do

Portfolio Strategy and Product Definition

• Contribute to shaping the multi-year IS portfolio strategy and roadmap, maintaining clear product architectures, prioritized backlogs, and structured investment decisions across content, assessment, AI, and enterprise technology

• Translate CFA Institute’s IP, credentialing standards, and curriculum into well-specified B2B products with documented requirements, user stories, and measurable acceptance criteria, in alignment with portfolio priorities set by the Senior Director

• Support the shift from bespoke delivery toward repeatable, configurable offerings, contributing to the product model and packaging logic that makes enterprise scale possible

Enabling Technology and AI

• Contribute to the strategy and roadmap for the enabling technology platform, working with TAIS engineering to ensure the technology estate is scalable, fit for purpose, and aligned to portfolio priorities

• Implement and manage how AI is embedded across the portfolio, including LLM-powered assessment, adaptive learning, agentic workflows, and automation, ensuring each has clear technical rationale and measurable product outcomes

• Use AI-enabled prototyping tools (Cursor, Claude Code, Figma Make) to validate concepts quickly, before full engineering investment is committed

Enterprise Client Insight and Market Sensing

• Execute and participate in structured discovery mechanisms (i.e., advisory sessions, co-design workshops, beta programmes, and feedback loops) that keep client insight at the center of product and technology decisions

• Maintain a current, evidence-based view of the competitive landscape, L&D technology trends, and AI disruption across investment management and professional development

• Translate client and market signals into product and technology recommendations, escalating portfolio-level decisions to the Senior Director as appropriate

Cross‑Functional Partnership

• Partner with Technology and Engineering to translate product strategy into executable delivery plans

• Work closely with Security, Data & Analytics, Digital Experience, and Education teams to align priorities, dependencies, and sequencing

• Serve as a liaison between business stakeholders and delivery teams to ensure outcomes meet strategic and operational needs

Leadership & Team Development

• An individual contributor role initially, with responsibility for overseeing business analyst work and the potential to build and lead a small product team over time

• Support and develop business analysts; model strong product management practice and a commitment to continuous improvement

• Build a culture of accountability, collaboration, and customer‑centric decision making

Financial & Operational Stewardship

• Manage to an agreed budget, supporting the Senior Director in financial planning, vendor relationships, and resource decisions

• Ensure efficient use of resources while delivering high‑quality, timely outcomes

What You'll Bring

• Bachelor’s degree or equivalent combination of education and experience

• 5 plus years of experience in product management, with exposure to enterprise or B2B technology environments

• Strong preference for experience in technology‑enabled or education‑focused organizations

• Comfortable working in Agile delivery environments, with practical experience managing backlogs, writing user stories, and working alongside engineering teams

• Able to build effective working relationships with engineering leads, account managers, client success teams, delivery managers, and programme managers

• Ability to contribute to strategic thinking and translate direction into clear, well-structured roadmap plans

• Clear communicator with the confidence to manage expectations, surface risks, and keep stakeholders appropriately informed

• Outstanding communication, problem‑solving, and analytical skills

• Organised and adaptable, with the ability to manage multiple priorities and adjust to changing requirements without losing pace

At this time, CFA Institute cannot provide sponsorship. No agencies, please.

At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range in the US is $120,000 - $160,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

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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.

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.

If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to TAHelpdesk@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.