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About the Role
CFA Institute is seeking a Director, Product Management – Institutional Solutions to shape and deliver its growing portfolio of B2B learning and assessment products. This role involves building new products, establishing scalable development practices, and defining how CFA Institute serves institutional clients globally.
Responsibilities
- Shape and execute the Institutional Solutions product strategy, partnering with the General Manager to identify new product opportunities, develop compelling propositions, and support revenue growth.
- Own the product roadmap and lifecycle across assigned B2B learning and assessment products, from initial concept and business case through development, launch, performance management, and continuous improvement.
- Work closely with Institutional Solutions sales teams to understand client needs, identify market opportunities, and develop products that address the learning, upskilling, and talent assessment priorities of investment firms.
- Build and establish product development processes, including stage-gate governance, product evaluation, prioritisation, and decision-making frameworks to support scalable growth.
- Partner with learning designers, curriculum leaders, investment subject matter experts, and external specialists to develop high-quality learning and assessment products that meet the needs of institutional audiences.
- Collaborate with technology product teams, developers, and designers to define requirements and ensure the capabilities needed to build, sell, and deliver B2B products are in place.
- Analyse market intelligence, customer insights, and corporate purchasing behaviours to inform product positioning, development priorities, and investment decisions.
- Identify dependencies across product portfolios, technology platforms, and business functions, ensuring products deliver a coherent and effective client experience.
- Develop product business cases, support budget planning, and make informed recommendations on product investment and resource allocation.
- Define and monitor product performance measures, including commercial outcomes, customer adoption, usage, and other relevant KPIs, using insights to inform product improvements and future development.
- Champion the value of Institutional Solutions products across CFA Institute, building stakeholder alignment and supporting successful product launches.
- Provide product leadership across cross-functional teams and external partners, helping establish collaborative, accountable, and effective ways of working.
Requirements
- Demonstrable experience developing, launching, and managing products through the full product lifecycle, including product strategy, roadmap ownership, and delivery.
- Experience in B2B product management, ideally within education technology, professional learning, enterprise training, assessment, or credentialing environments.
- An understanding of how organisations evaluate, purchase, and implement learning or professional development solutions.
- Experience translating customer needs, market insights, and commercial opportunities into compelling product strategies and successful product launches.
- Strong commercial awareness, with the ability to develop business cases, assess market opportunities, and connect product decisions to business performance.
- Experience establishing or improving product development processes, governance frameworks, and cross-functional delivery practices.
- Ability to collaborate effectively with sales, technology, learning design, content development, and other business stakeholders to deliver integrated product solutions.
- Experience working with subject matter experts and technical specialists to translate complex content or requirements into accessible, market-relevant products.
- Strong analytical and problem-solving capabilities, with experience using product performance data and customer insights to inform decisions.
- Experience leading cross-functional product teams, specialists, or external consultants, including influencing outcomes without relying solely on formal authority.
- Experience developing or launching products for international or multinational audiences is welcomed.
- Strong communication, stakeholder engagement, and influencing skills, with the ability to present product strategies and recommendations to senior leadership.
- A strategic, adaptable, and collaborative approach, with the confidence to challenge established thinking, navigate ambiguity, and drive new ideas from concept through implementation.
- A degree or equivalent combination of education and relevant professional experience.
Skills
- Product strategy
- Roadmap ownership
- Product lifecycle management
- B2B product management
- Education technology
- Professional learning
- Enterprise training
- Assessment
- Credentialing
- Commercial awareness
- Business case development
- Market opportunity assessment
- Product development processes
- Governance frameworks
- Cross-functional collaboration
- Subject matter expert collaboration
- Analytical skills
- Problem-solving
- Data analysis
- Customer insights
- Team leadership
- Stakeholder engagement
- Influencing skills
- Communication skills
Location
- United States
- United Kingdom (London)
Work Type
- Flexible work options
Experience Level
- Director
Education Level
- Degree or equivalent combination of education and relevant professional experience
Salary/Compensations
- $126k - $168k per year
- £83k - £111k per year
Benefits
- Eligibility for an annual discretionary incentive bonus
- 12% employer contribution to a 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 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.