[Remote] Director, Product Management (Institutional Solutions)

Note: The job is a remote job and is open to candidates in USA. CFA Institute is a global leader in investment excellence and ethics, promoting professional growth and better financial markets. The Director, Product Management, Institutional Solutions will lead the strategy and execution of a global B2B product portfolio, including AI-enabled enterprise products for professional learning and skills development. The role will define product roadmaps, guide enabling technology and AI capabilities, engage enterprise clients, and coordinate cross-functional delivery.

Responsibilities

• 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
• 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
• 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
• 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
• 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
• 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

Skills

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

Benefits

• Eligibility for an annual incentive bonus
• A 12% employer contribution to a 401(k) or pension plan
• A comprehensive medical benefits package
• Health coverage
• Generous time off
• Competitive retirement plans
• Flexible work options
• Wellbeing and development programs
• Flexible working arrangements, including hybrid and remote work, are available.

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