Director, Product Management – Institutional Solutions

🔥 0 minutes ago

🌐 United States, United Kingdom – Remote

🇺🇸 United States – Remote 🇬🇧 United Kingdom – Remote

🐊 Florida, North Carolina, +1 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote ⚔️ Virginia – Remote

💵 $120k - $160k / year

⏰ Full Time

🔴 Lead

✅ Product Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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CFA Institute

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1947

📚 Education

💸 Finance

🤝 Non-profit

Education • Finance • Non-profit

CFA Institute is a global not-for-profit organization that provides finance education for investment professionals. It offers a diverse range of programs and certificates designed to meet the needs of finance professionals across various career stages and specializations, including the CFA Program, which is known for equipping individuals with the skills necessary for the investment industry. The institute promotes high standards of ethics and professional conduct, and it is involved in research and policy advocacy to shape the future of the finance industry. CFA Institute also facilitates professional networking and offers membership benefits for finance professionals worldwide.

📋 Description

• Shape the strategy and evolution of AI-enabled enterprise products supporting professional learning and skills development for financial institutions • Lead the strategy and execution of CFA Institute’s global B2B product portfolio • Work across product, technology, and commercial teams to shape the portfolio’s long-term direction and ensure delivery of innovative solutions • Translate strategic priorities into products delivering measurable value for enterprise clients • Define and evolve the Institutional Solutions product roadmap • Guide the technology ecosystem powering learning content, skills assessment, AI-enabled capabilities, and enterprise solutions • Contribute to the multi-year portfolio strategy and roadmap, product architectures, prioritized backlogs, and investment decisions • Translate CFA Institute’s IP, credentialing standards, and curriculum into specified B2B products with requirements, user stories, and acceptance criteria • Support the shift from bespoke delivery to repeatable, configurable offerings • Contribute to the enabling technology platform strategy and roadmap with TAIS engineering • Implement and manage AI capabilities including LLM-powered assessment, adaptive learning, agentic workflows, and automation • Use Cursor, Claude Code, and Figma Make for AI-enabled prototyping • Execute and participate in advisory sessions, co-design workshops, beta programmes, and feedback loops • Maintain an evidence-based view of the competitive landscape, L&D technology trends, and AI disruption • Translate client and market signals into product and technology recommendations • Partner with Technology and Engineering on executable delivery plans • Coordinate with Security, Data & Analytics, Digital Experience, and Education teams • Liaise between business stakeholders and delivery teams • Oversee business analyst work and potentially build and lead a small product team • Support and develop business analysts and promote continuous improvement • Manage an agreed budget, financial planning, vendor relationships, and resource decisions • Ensure efficient resource use and timely, high-quality outcomes • Report to the Senior Director, Product Management, Institutional Solutions

🎯 Requirements

• 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 • CFA Institute cannot provide sponsorship • No agencies, please

🏖️ Benefits

• Eligibility for an annual incentive bonus • 12% employer contribution to a 401(k) or pension plan • Comprehensive medical benefits package • Health coverage • Generous time off • Competitive retirement plans • Flexible work options • Wellbeing and development programs