Director, Product Management – Institutional Solutions

This is a fully remote position, open to applicants in United States, +4 more locations.

📋 Description

• Develop and refine the strategy and evolution of AI-driven enterprise products that facilitate professional learning and skills development for financial institutions.

• Oversee the strategy and implementation of CFA Institute’s global B2B product portfolio.

• Collaborate with product, technology, and commercial teams to define the long-term vision of the portfolio and ensure the delivery of innovative solutions.

• Transform strategic priorities into products that provide measurable value for enterprise clients.

• Outline and advance the Institutional Solutions product roadmap.

• Direct the technology ecosystem that supports learning content, skills assessment, AI-powered capabilities, and enterprise solutions.

• Contribute to the multi-year portfolio strategy and roadmap, product architectures, prioritized backlogs, and investment decisions.

• Convert CFA Institute’s intellectual property, credentialing standards, and curriculum into specific B2B products complete with requirements, user stories, and acceptance criteria.

• Assist in the transition from customized delivery to repeatable, configurable offerings.

• Contribute to the technology platform strategy and roadmap in collaboration with TAIS engineering.

• Implement and manage AI capabilities such as LLM-powered assessment, adaptive learning, agentic workflows, and automation.

• Utilize Cursor, Claude Code, and Figma Make for AI-driven prototyping.

• Engage in advisory sessions, co-design workshops, beta programs, and feedback loops.

• Maintain an evidence-based perspective on the competitive landscape, L&D technology trends, and AI disruptions.

• Interpret client and market signals into actionable product and technology recommendations.

• Partner with Technology and Engineering teams to develop executable delivery plans.

• Coordinate with Security, Data & Analytics, Digital Experience, and Education teams.

• Act as a liaison between business stakeholders and delivery teams.

• Supervise the work of business analysts and potentially build and lead a small product team.

• Support and mentor business analysts while fostering continuous improvement.

• Manage an approved budget, financial planning, vendor relationships, and resource decisions.

• Ensure efficient resource utilization and deliver timely, high-quality outcomes.

• Report directly to the Senior Director, Product Management, Institutional Solutions.

⛳️ Requirements

• Bachelor's degree or an equivalent combination of education and experience.

• Over 5 years of experience in product management, particularly within enterprise or B2B technology environments.

• Strong preference for experience in technology-driven or education-focused organizations.

• Comfortable operating in Agile delivery settings, with practical experience in managing backlogs, crafting user stories, and collaborating with engineering teams.

• Capable of establishing effective working relationships with engineering leads, account managers, client success teams, delivery managers, and program managers.

• Ability to contribute to strategic planning and translate that direction into clear, structured roadmap plans.

• Effective communicator with the ability to manage expectations, identify risks, and keep stakeholders informed appropriately.

• Exceptional communication, problem-solving, and analytical abilities.

• Organized and flexible, able to handle multiple priorities and adapt to changing requirements while maintaining momentum.

• CFA Institute is unable to 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.