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About the Role

Shape the strategy and evolution of AI-enabled enterprise products that support professional learning and skills development for leading financial institutions worldwide. Lead the strategy and execution of CFA Institute's global B2B product portfolio, working across product, technology, and commercial teams to define the portfolio's long-term direction and ensure successful delivery of innovative solutions.

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.
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.
Oversee business analyst work and potentially 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.

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.

Skills

AI-enabled enterprise products
Product strategy
Product roadmap development
Agile delivery environments
Backlog management
User story writing
Working with engineering teams
Strategic thinking
Roadmap planning
Communication
Expectation management
Risk surfacing
Stakeholder communication
Problem-solving
Analytical skills
Organization
Adaptability
Priority management
LLM-powered assessment
Adaptive learning
Agentic workflows
Automation
AI-enabled prototyping tools (Cursor, Claude Code, Figma Make)

Location

UK
US (Eastern Time Zone)

Work Type

Hybrid
Remote

Experience Level

5 plus years of experience in product management
Director level

Education Level

Bachelor’s degree or equivalent combination of education and experience

Salary/Compensations

US: $120,000 - $160,000 per year

Benefits

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

About the Company

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.

Equal Opportunity

We are an Equal Opportunity Employer.
CFA Institute prohibits 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.