Director, Product Management (Institutional Solutions)

Portfolio Strategy and Product Definition

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.

Enabling Technology and AI

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.

Enterprise Client Insight and Market Sensing

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.

Cross-Functional Partnership

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.

Leadership & Team Development

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.

Financial & Operational Stewardship

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.