CFA Institute

Manage full product lifecycle and integrate AI capabilities into digital platforms. | Experience leading digital products through full lifecycle with Agile proficiency and strong stakeholder communication. | Are you passionate about turning complex research into digital products that create real-world impact? Do you enjoy partnering with business and technology teams to shape product strategy from concept through delivery? Are you excited by the opportunity to use emerging AI capabilities to enhance how people discover, engage with, and apply knowledge? CFA Institute is looking for a Senior Product Manager to help shape the digital future of our Research & Policy Center (RPC). In this role, you will translate research, policy and standards priorities into scalable digital products that support our "Foresight to Influence" vision. You will work closely with business stakeholders to understand complex problems, define product requirements, prioritise delivery and guide cross-functional teams to build solutions that deliver measurable value. You'll own product roadmaps, influence strategy, and help introduce AI-enabled approaches that improve how product artefacts are created and how users experience our digital platforms. This is an opportunity to work across research, policy and standards while partnering with engineering and business leaders to deliver products that advance CFA Institute's mission. What You'll Do Partner with research, policy and business stakeholders to understand strategic objectives and translate them into clear product requirements. Own and maintain product roadmaps, ensuring priorities align with business needs and long-term strategy. Act as the bridge between business and engineering teams, communicating priorities, timelines and expected outcomes. Lead product delivery from discovery through implementation using Agile product management practices. Create and manage product requirements, user stories and supporting documentation. Ensure products are delivered against agreed objectives, timelines and performance expectations. Drive continuous improvement by measuring product performance and refining priorities based on insights. Explore opportunities to leverage AI tools to improve product management processes, documentation and decision-making. Support digital products across the Research & Policy Center portfolio, including elements of the Codes and Standards product portfolio. Provide leadership across projects, with the opportunity to oversee contractors supporting key initiatives and potentially grow into future people leadership responsibilities. What We're Looking For Demonstrable experience leading digital products through the full product lifecycle within a product management environment. Experience working with research-focused organisations, research products, or complex research-driven environments. Proven ability to translate business problems into clear product requirements and work effectively between business stakeholders and engineering teams. Strong product roadmap ownership and prioritisation experience. Experience applying Agile methodologies, including backlog management, user stories and iterative delivery. Strong stakeholder management skills with the ability to influence across cross-functional teams. Experience delivering complex digital platforms or applications. An analytical mindset with the ability to understand user needs and define measurable product outcomes. Interest in applying AI tools and emerging technologies within product management. Excellent written and verbal communication skills. Why Join Us Help shape digital products that support globally recognised research, policy and professional standards. Influence product strategy across a growing portfolio with significant visibility across the organisation. Work closely with research, engineering and business leaders on meaningful, mission-driven initiatives. Play a key role in expanding the use of AI and modern product practices across the portfolio. Join a flexible, largely remote team with opportunities for in-person collaboration when needed. 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: US - $106,400 - $141,000 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. 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.

Serve as a key point of contact for learners and candidates across CFA Institute’s education portfolio. Coordinate and manage learner experiences within the learning platform, including responding to queries and monitoring engagement. | Bachelor’s degree or equivalent combination of education and experience is required. Strong communication and interpersonal skills with a professional, diplomatic approach are essential. | Are you passionate about supporting learners and improving educational experiences? Do you thrive in a fast-paced, detail-oriented environment where your communication and coordination skills make a real impact? Are you excited by the idea of working with a global team to support candidates on their professional journey? If so, we’d love to meet you. What You’ll Do Serve as a key point of contact for learners and candidates across CFA Institute’s education portfolio. Coordinate and manage learner experiences within the learning platform, including responding to queries and monitoring engagement. Support the delivery of educational products by compiling learner data, generating reports, and sharing insights with internal stakeholders. Collaborate with content and technology teams to troubleshoot issues and improve course quality. Develop and maintain internal training and reference materials to support team operations and onboarding. Participate in beta testing and live course sessions to ensure smooth delivery and learner satisfaction. Stay up to date with Canvas/Instructure features to enhance learner support capabilities. What We’re Looking For Bachelor’s degree or equivalent combination of education and experience. Strong communication and interpersonal skills with a professional, diplomatic approach. Proven ability to manage multiple priorities, work independently, and meet deadlines. Experience in a client-centered environment with a high attention to detail. Familiarity with Microsoft 365 (especially MS Teams); experience with webinar platforms, SharePoint, or Salesforce is a plus. Experience with learning platforms (Canvas preferred) is advantageous but not required. A collaborative mindset with a willingness to ask questions, solve problems, and suggest improvements. Fluency in English is required; additional languages are a plus. Experience in a multinational or finance-related environment is beneficial. Why Join Us Be part of a mission-driven organization that supports the global investment profession. Work in a collaborative, inclusive, and flexible environment with colleagues around the world. Gain exposure to innovative educational technologies and global learners. Enjoy opportunities for professional growth and development. Contribute to meaningful work that empowers learners and enhances the future of finance. 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: $58,000-68,000 annually All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package. #LI-BQ1 About CFA Institute CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like: Comprehensive health coverage for you and your family Generous leave and time off Competitive retirement plans Flexible work options Wellness, education, and support programs If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application. Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X. 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. Only those selected for further consideration will be contacted. 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 humanresources@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. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome. When you work at CFA Institute, you become part of something bigger. We are a globally renowned company, continually striving to promote the highest standards of ethics and professional excellence in the investment industry. The skills and experience you develop during your career helps us achieve that mission – by investing in our employees, we can all succeed. Professional Development When you're able to continually develop your skills and capabilities, we can work together towards a better future. Health & Well-being Our benefits packages compare with the best in the industry, because what matters most to you matters to us. Corporate Citizenship We support community engagement, including a volunteer time off benefit so you can help serve your community. Culture The values of Curiosity, Inclusion, Trust, and Service guide our actions, creating a culture where you feel supported. Inclusion & Diversity Through initiatives like Employee Resource Groups, every one of us can feel welcomed, respected, and safe. Sustainability We are committed to environmental sustainability with continuous efforts to track and mitigate our carbon emissions.

Serve as the first point of contact for global clients providing empathetic support via multiple channels, troubleshooting technical and administrative issues, and collaborating across teams to enhance client experience. | Experience in fast-paced customer service or contact center roles, proficiency with case management tools, strong communication and organizational skills, tech-savviness, and residing near Charlottesville, VA. | Are you passionate about delivering exceptional customer experiences? Do you thrive in fast-paced environments where empathy, agility, and critical thinking are key? Are you ready to be the voice of a global organization and make a meaningful impact every day? Join CFA Institute as a Client Services Representative (CSR) and become part of a team that’s redefining client engagement across the financial industry. This is a Night Shift role with the option of working either Sun-Thur 9pm-6am or Mon-Thur 7pm-6am. The work schedule is a hybrid schedule, with one day per month in the Charlottesville, Virginia office. What You'll Do • Serve as the first point of contact for global candidates and members, delivering accurate and empathetic support across voice, chat, and written channels. • Act as a brand ambassador by personalizing client interactions and ensuring first-contact resolution. • Troubleshoot technical, functional, and administrative issues with CFA Institute’s portal and vendor products. • Handle sensitive information with discretion and adhere to strict data security protocols. • Collaborate cross-functionally with IT, Credentialing, Marketing, and other teams to improve client experience. • Maintain high performance standards across quality assurance, customer satisfaction, and productivity metrics. • Stay current with product knowledge and technology advancements to support a seamless client journey. • Demonstrate cultural awareness and inclusivity in every interaction. What We’re Looking For • Proven success in a fast-paced customer service or contact center environment, comfortable with both phone and email based customer service. • Experience with Salesforce Service Cloud or similar case management platforms (preferred). • Strong organizational skills and ability to manage multiple priorities independently. • Excellent verbal and written communication skills with a professional and diplomatic tone. • Detail-oriented, tech-savvy, and comfortable learning new tools and systems. • Fluency in English required; additional languages are a plus. • A global mindset and appreciation for diverse perspectives. • Must reside within a commutable distance to Charlottesville, Virginia. 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: $50,000-55,000 annually All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package. About CFA Institute CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like: • Comprehensive health coverage for you and your family • Generous leave and time off • Competitive retirement plans • Flexible work options • Wellness, education, and support programs If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application. Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X. 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. Only those selected for further consideration will be contacted. 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 humanresources@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. Our application is not compatible with Internet Explorer (IE). We recommend using Chrome.