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CFA Institute

Product Director – Institutional Solutions

CFA Institute

. Shape and execute the Institutional Solutions product strategy .

Posted 10/14/2026full-timeUnited StatesLead💰 $126,000 - $168,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B product management, particularly within education technology, with a strong focus on product strategy, lifecycle management, and cross-functional collaboration. Capable of translating market insights and customer needs into successful product propositions and business cases.

Highest-signal resume keywords
B2B Product ManagementProduct Lifecycle ManagementMarket AnalysisCross-Functional Team LeadershipProduct Development Processes

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Product StrategyRoadmap OwnershipBusiness Case DevelopmentPerformance MeasurementGovernance FrameworksCustomer Insights AnalysisCommercial AwarenessStakeholder EngagementProduct Launch ManagementAnalytical Problem-Solving
Soft Skills
Strong CommunicationInfluencing SkillsCollaborative ApproachAdaptabilityStrategic Thinking
Certifications & Qualifications
Degree or Equivalent Professional Experience
Industry Keywords
Education TechnologyProfessional LearningEnterprise TrainingAssessmentCredentialingMarket IntelligenceProduct RoadmapLearning SolutionsCross-Functional DeliveryInternational Product Development

About the role

Key responsibilities & impact
  • Shape and execute the Institutional Solutions product strategy
  • Identify product opportunities, develop propositions, and support revenue growth
  • Own the product roadmap and lifecycle for assigned B2B learning and assessment products
  • Work with sales teams to understand client needs and market opportunities
  • Build product development processes, including stage-gate governance and prioritisation frameworks
  • Partner with learning designers, curriculum leaders, subject matter experts, and external specialists
  • Collaborate with technology product teams, developers, and designers to define requirements
  • Analyse market intelligence, customer insights, and corporate purchasing behaviours
  • Identify dependencies across product portfolios, technology platforms, and business functions
  • Develop product business cases and support budget planning and resource allocation
  • Define and monitor product performance measures, including commercial outcomes, adoption, usage, and KPIs
  • Champion Institutional Solutions products across CFA Institute and support launches
  • Provide product leadership across cross-functional teams and external partners

Requirements

What you’ll need
  • 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
  • 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 product launches
  • Strong commercial awareness, including developing business cases and assessing market opportunities
  • 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 stakeholders
  • Experience working with subject matter experts and technical specialists
  • Strong analytical and problem-solving capabilities using product performance data and customer insights
  • Experience leading cross-functional product teams, specialists, or external consultants
  • Experience developing or launching products for international or multinational audiences welcomed
  • Strong communication, stakeholder engagement, and influencing skills
  • Strategic, adaptable, and collaborative approach
  • A degree or equivalent combination of education and relevant professional experience
  • No sponsorship provided

Benefits

Comp & perks
  • Annual discretionary incentive bonus eligibility
  • 12% employer contribution to a pension plan
  • Comprehensive medical benefits package
  • Health coverage
  • Generous time off
  • Competitive retirement plans
  • Flexible work options
  • Wellbeing and development programs