Product Director, Institutional Solutions

CFA Institute • Charlottesville, VA

1d

About The Position

CFA Institute is seeking a Product Director to shape and deliver its growing portfolio of B2B learning and assessment products for institutional clients in the global investment industry. The role will help build the Institutional Solutions business by developing new products and capabilities, establishing scalable product development practices, and defining how CFA Institute serves institutional clients.

Reporting to the General Manager, Institutional Solutions, the Director will work with technology, learning design, curriculum, and commercial colleagues to translate market opportunities into products and solutions. The role owns the product roadmap from strategy through launch and ongoing development, combining customer insight, commercial thinking, and disciplined execution to create value for clients and support business growth.

The position may be based in eligible jurisdictions in the United States or in London, United Kingdom. CFA Institute cannot provide sponsorship at this time.

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.
• Understanding of how organisations evaluate, purchase, and implement learning or professional development solutions.
• Experience translating customer needs, market insights, and commercial opportunities into product strategies and successful launches.
• Strong commercial awareness and 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 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, including 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.
• Strong communication, stakeholder engagement, and influencing skills, including presenting product strategies and recommendations to senior leadership.
• Strategic, adaptable, and collaborative approach; confidence challenging established thinking, navigating ambiguity, and driving ideas from concept through implementation.
• A degree or equivalent combination of education and relevant professional experience.

Nice To Haves

• B2B product management experience in education technology, professional learning, enterprise training, assessment, or credentialing.
• Experience developing or launching products for international or multinational audiences.

Responsibilities

• Shape and execute Institutional Solutions product strategy with the General Manager, identifying product opportunities, developing propositions, and supporting revenue growth.
• Own the roadmap and lifecycle for assigned B2B learning and assessment products, from concept and business case through development, launch, performance management, and continuous improvement.
• Work with Institutional Solutions sales teams to understand client needs and market opportunities and develop products addressing investment firms’ learning, upskilling, and talent assessment priorities.
• Establish product development processes, including stage-gate governance, product evaluation, prioritisation, and decision-making frameworks.
• Partner with learning designers, curriculum leaders, investment subject matter experts, and external specialists to develop learning and assessment products for 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 available.
• 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 to support a coherent client experience.
• Develop product business cases, support budget planning, and recommend product investments and resource allocation.
• Define and monitor product performance measures, including commercial outcomes, customer adoption, usage, and other relevant KPIs, and use insights to guide improvements and future development.
• Champion Institutional Solutions products across CFA Institute, build stakeholder alignment, and support successful launches.
• Provide product leadership across cross-functional teams and external partners, fostering collaborative, accountable, and effective ways of working.

Benefits

• Eligibility for an annual discretionary incentive bonus.
• 12% employer contribution to a pension plan.
• Comprehensive medical benefits package, including health coverage.
• Generous time off.
• Competitive retirement plans.
• Flexible work options.
• Wellbeing and development programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Director