Product Director, Institutional Solutions at CFA Institute

Job description

Are you excited by the opportunity to build and scale new products within a growing B2B business? Do you thrive on turning customer needs and market insights into innovative learning solutions that deliver measurable commercial impact? Are you passionate about shaping product strategy, bringing new ideas to market, and helping organisations develop the skills their people need for the future? At CFA Institute, we are building our Institutional Solutions business to help investment firms address the evolving learning, upskilling, and talent assessment needs of their workforces. We are looking for a Director, Product Management – Institutional Solutions to play a pivotal role in shaping and delivering our growing portfolio of B2B learning and assessment products. This is an opportunity to build new products and capabilities, establish scalable product development practices, and help define how CFA Institute serves institutional clients across the global investment industry. Reporting to the General Manager, Institutional Solutions, you will be a core member of our Institutional Solutions product team, working closely with technology, learning design, curriculum, and commercial colleagues to translate market opportunities into compelling products and solutions. You will own the product roadmap from strategy through launch and ongoing development, combining customer insight, commercial thinking, and disciplined execution to deliver products that create value for institutional clients and support the growth of the business. What You ll Do 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. What We re Looking For 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. Why Join Us Build something new. Play a central role in developing and scaling CFA Institute s Institutional Solutions business, helping establish the products, capabilities, and processes that will support its future growth. Shape the future of professional learning. Develop innovative B2B learning and assessment solutions that help investment firms strengthen workforce capabilities and respond to changing industry needs. Own the product direction. Influence product strategy, investment priorities, and the development roadmap, with meaningful ownership from initial concept through market launch and ongoing growth. Combine innovation with commercial impact. Work at the intersection of product development, customer needs, technology, and business growth, creating solutions that deliver measurable value. Collaborate across a global organisation. Partner with investment experts, learning designers, technology specialists, and commercial leaders to bring new products to market. Make a meaningful impact. Help extend CFA Institute s globally recognised expertise in investment education and professional development to institutional clients. Grow with the business. Join at an important stage in the development of Institutional Solutions, with opportunities to influence how the product portfolio and operating model evolve. At this time, CFA Institute cannot provide sponsorship. No agencies, please. Compensation and Benefits This position may be based in eligible jurisdictions in the United States or United Kingdom (London) At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: $126k - $168k / £83k - £111k per year. Actual salary within the stated range will depend on the individual s experience, qualifications, skills, location, and other job-related factors. Additional benefits include eligibility for an annual discretionary incentive bonus, a 12% employer contribution to a pension plan, and a comprehensive medical benefits package. #LI-JB1 We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits About CFA Institute 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. Follow CFA Institute on: LinkedIn | YouTube | Facebook | Instagram | WeChat | Weibo Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. 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.

Requirements

Must-haves

At CFA Institute, we are building our Institutional Solutions business to help investment firms address the evolving learning, upskilling, and talent assessment needs of their workforces.
What You ll Do 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.
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.
What We re Looking For 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.

Nice-to-haves

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Platform: workday
Effort: long

Benefits

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Professional Development