CFA Institute is modernizing the systems and processes that run the business — finance, operations, and the core infrastructure behind how a global membership organization operates. This is a rare internal-facing product role with real breadth: you'll own the roadmap for enterprise systems end to end, work directly with Finance, Operations, and Technology leadership, and have a mandate to bring in AI, automation, and modern product practices to a space that's often underinvested in.
If you like being the person who turns "this process is broken" into a shipped, adopted solution — and you want your work seen by senior stakeholders, not buried in a backlog — this is that role.
What You'll Own
Set the roadmap. Define the vision and strategy for enterprise initiatives across financial systems, operations, and internal tooling. Work directly with Finance and Operations leaders to decide what gets built and why.
Run the full lifecycle. Take initiatives from business case through launch and into steady-state operation — requirements, vendor/technology evaluation, success metrics, delivery.
Be the translator. You'll sit at the intersection of business, finance, and tech — turning complex requirements into a product strategy that stakeholders across functions can actually align on.
Modernize how things work. Bring automation, AI-enabled tools, and process redesign to systems that haven't been touched in a while. This is greenfield territory, not a backlog of tickets.
Lead delivery, cross-functionally. Direct work across Product, Finance, Technology, Compliance, Legal, and Operations. Own stakeholder alignment and unblock the team when things get complicated.
What Makes This Role Worth Applying For
High visibility. Direct partnership with COO/Operations and Finance leadership — your work has executive-level exposure.
Real scope. Full ownership from strategy through BAU transition, not just a slice of a roadmap.
Modernization mandate. You're brought in specifically to bring new thinking (AI, automation, redesigned workflows) to legacy back-office processes.
Mission-driven org. CFA Institute's work supports the global investment profession — your systems work enables that mission at scale.
What You Bring
Must-haves:
A track record leading enterprise or back-office product initiatives in complex, cross-functional environments
Experience managing full product lifecycles in a finance-related or enterprise systems domain
Comfort partnering directly with Finance/Operations leadership to drive measurable outcomes
Solid Agile fundamentals and experience with product portfolio management
Strong communicator — equally credible with technical teams and business executives
Nice-to-haves (not required):
Exposure to AI-enabled tools or process automation
Familiarity with Jira and workflow/GRC platforms like LogicGate
Experience working alongside Compliance or Legal stakeholders
Background in professional education, membership, or association-based organizations
CFA Institute is not able to provide sponsorship at this time. No agencies, please.
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 for the United States is $106,400 - $141,900 per year. 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.
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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 [email protected] 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.
Skills Required
- Demonstrated success leading enterprise or back-office product initiatives in complex, cross-functional environments
- Strong partnership with COO/operations and finance teams to drive measurable business outcomes
- Experience modernizing systems, processes, or organizational architecture
- AI exposure (experience with AI-enabled capabilities)
- Proven ability to manage full product lifecycles in a finance-related or enterprise systems domain
- Proficiency in Agile methodologies and product portfolio management
- Strong analytical, problem-solving, and decision-making capabilities
- Excellent communication skills with ability to tailor messaging across technical and non-technical audiences
- Familiarity with Jira (Service & Software)
- Familiarity with workflow automation platforms (e.g., LogicGate)
- Experience working with Compliance or Legal stakeholders
- Awareness of the professional education or membership-based industry
- Authorization to work in the hiring country without sponsorship
CFA Institute Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CFA Institute and has not been reviewed or approved by CFA Institute.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage alongside life and disability insurance is described as robust. These offerings are positioned as a dependable cornerstone of the package.
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Retirement Support — A generous retirement program with 401(k) and profit sharing in many locations supports long-term financial security. This element stands out within total rewards.
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Leave & Time Off Breadth — Generous paid time off, a year-end office closure, summer hours, and volunteer time underscore strong time-away support. Additional programs broaden the range of time-off options.
CFA Institute Insights
What We Do
CFA Institute is a global community of more than 175,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.
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