Director, Finance Product Management

Are you excited to shape the future of finance technology and drive enterprise-wide transformation? Do you thrive at the intersection of product management, financial operations, and technology innovation? CFA Institute is seeking a Director, Finance Product Management to lead the strategy, roadmap, and continuous evolution of finance products and platforms that enable business performance at scale.  

The Director, Finance Product Management is responsible for the end-to-end oversight and optimization of finance-related products and platforms across CFA Institute. This role translates strategic direction from senior leadership into product strategy, roadmaps, and execution, ensuring alignment with enterprise priorities. The Director, Finance Product Management leads multiple product workstreams and a small team, managing interdependencies across technology, finance, and business functions to deliver scalable, efficient, and high-performing financial systems. Operating with strategic-level expertise, this role anticipates complex challenges, integrates diverse perspectives, and applies data-driven decision-making to continuously improve product performance and user experience. The Director brings strong product delivery and team leadership capabilities, partnering closely with finance, technology, and compliance subject matter experts to drive outcomes.

What You’ll Do

Product Strategy and Lifecycle Management

• Own the full lifecycle management of finance products or a defined product portfolio, from ideation through launch, optimization, and retirement

• Translate enterprise and functional strategy into product roadmaps, priorities, and delivery plans

• Conduct needs assessment and market and industry analysis to identify emerging requirements, risks, and opportunities, in partnership with finance and technology SMEs

• Ensure products remain competitive, scalable, and aligned with evolving business and regulatory requirements

Cross-Functional Integration and Delivery

• Lead coordination across Finance, Technology, Product, and business units to ensure seamless execution of product initiatives

• Manage interdependencies across platforms, systems, and workflows, ensuring alignment with broader enterprise architecture

• Partner with stakeholders to incorporate user needs, operational constraints, and technical considerations into product design

Execution and Performance Management

• Oversee delivery of product initiatives, ensuring timely, high-quality execution within budget and scope

• Establish and monitor KPIs, performance metrics, and value realization frameworks

• Drive data-driven product and service improvements, identifying opportunities to enhance efficiency, user experience, and financial outcomes

Innovation and Continuous Improvement

• Identify and implement innovative approaches, tools, and processes to improve financial product capabilities

• Lead pilot initiatives and iterative improvements, balancing speed with risk management

• Maintain external awareness of industry trends, digital innovation, and best practices

Leadership and Team Oversight

• Manage and develop product managers or small teams, ensuring alignment with strategic priorities

• Provide direction, coaching, and performance management to build capability and drive engagement

• Coordinate team activities, ensuring clarity of objectives, accountability, and delivery outcomes

Governance and Operational Alignment

• Operate within established policies, governance frameworks, and strategic objectives set by senior leadership

• Ensure compliance with financial controls, legal, regulatory, and audit requirements, working in close partnership with Finance, Legal, and Compliance stakeholders

• Support resource planning, prioritization, and budget management across assigned product areas

What We’re Looking For

• 7+ years of experience in product management, program delivery, or digital platform leadership
• Experience managing product lifecycles and cross-functional delivery
• Demonstrated experience in enterprise systems, digital platforms, or technology-enabled business processes
• Product lifecycle management and roadmap development
• Data analysis and performance optimization
• Ability to develop working knowledge of financial systems and processes; partners effectively with finance and technology SMEs
• Project and program management methodologies
• Resource and budget planning
• Highly organized and a proven facilitator of effective and value-added outcomes
• An effective leader, self-directed, proactive, and action-oriented with a strong degree of initiative and vision.
• Fluency in English required.

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.

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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.