Have you built onboarding and activation as an enterprise capability—not simply as a feature within one product? Do you know how to connect platform, identity, and product experiences into intuitive customer journeys that increase engagement and accelerate time to value? If you have led complex, cross-functional digital initiatives at scale and can turn interconnected systems into a cohesive, measurable experience, this is an opportunity to shape how customers begin—and continue—their relationship with CFA Institute.
The Senior Product Manager, Onboarding & Activation will define and deliver cohesive onboarding and activation experiences across CFA Institute’s global product ecosystem. This role will lead the strategy and execution of onboarding as an enterprise capability, working across platform, identity, and product domains to transform shared services into intuitive, scalable customer journeys. Using strong product judgment, systems thinking, and a data-informed approach, the Senior Product Manager will bring teams together around a consistent and purposeful path from a customer’s first interaction through early engagement. The role will establish reusable patterns, align priorities across products and platforms, and drive measurable improvements in activation, engagement, and time to value.
The position may be based in eligible remote jurisdictions in the Eastern time zone of the United States and is eligible for flexible work arrangements.
What You’ll Do
Lead the definition and execution of onboarding and activation strategy as a foundational layer of the customer lifecycle, establishing how customers first engage with, navigate, and realize value across CFA Institute’s product ecosystem.
Design onboarding and activation as a durable, scalable system that enables new programs and experiences to be introduced with speed and consistency, and that guides customers from initial interaction into sustained engagement through clarity, continuity, and thoughtful progression.
Drive cross-functional initiatives to deliver onboarding and activation experiences that span products, systems, and touchpoints.
Align engineering, design, identity, and customer experience teams around shared priorities and sequencing to ensure onboarding and activation evolve in a coordinated and intentional manner.
Establish clear patterns for how onboarding is implemented across products, enabling teams to move quickly while maintaining enterprise-level consistency.
Establish standards and reusable patterns that enable consistent onboarding experiences across products and programs, while preserving product teams’ flexibility in execution.
Translate platform and identity capabilities into scalable, connected experience frameworks that reduce implementation complexity and accelerate product and program launches.
Oversee documentation of onboarding patterns and standards to ensure clarity, consistency, and operational efficiency.
Define and operationalize key performance indicators that drive measurable improvements in activation rates, early engagement, and customer progression across the ecosystem.
Apply a data-informed approach to continuously improve onboarding performance, incorporating customer feedback, industry trends, and business insights to identify opportunities and develop actionable improvement strategies.
Effectively communicate onboarding strategy, priorities, and outcomes to diverse stakeholders, including executive leadership, product teams, engineering, and business partners.
Build and sustain alignment across organizational boundaries to ensure onboarding and activation are delivered as a connected experience and represent the onboarding function as a shared enterprise capability rather than a collection of independent efforts.
What You'll Bring
8–10+ years of experience in product management, with demonstrated success delivering complex, cross-functional, or cross-system experiences at enterprise scale.
Demonstrated success designing and optimizing onboarding, activation, or early lifecycle experiences in digital products or platforms.
Proven ability to understand and navigate complex organizational structures, system interdependencies, and platform architectures, and to translate these into cohesive, user-centered experiences.
Experience working effectively with platform or shared-services teams, leveraging shared capabilities across organizational domains without duplicating ownership.
Ability to connect product strategy and decisions to business outcomes, including customer engagement, retention, and operational efficiency.
Proven track record of leading cross-functional initiatives across engineering, design, and business functions in complex, matrixed environments.
Strong data-informed approach with demonstrated ability to define, measure, and continuously improve product performance and customer outcomes.
Exceptional verbal and written communication skills, with the ability to align stakeholders and drive decisions at all levels of the organization.
Proficiency in Agile methodologies and experience managing product portfolios or initiatives across multiple teams and workstreams.
Awareness of the professional education or membership organization industry preferred.
Excellent verbal and written communication skills; fluency in English required.
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: $110,000 - $150,000 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.
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
- 8-10+ years of experience in product management
- Experience delivering complex, cross-functional, or cross-system experiences at enterprise scale
- Experience designing and optimizing onboarding, activation, or early lifecycle experiences in digital products or platforms
- Ability to understand complex organizational structures, system interdependencies, and platform architectures
- Experience working with platform or shared-services teams
- Ability to connect product strategy to customer engagement, retention, and operational efficiency
- Track record leading cross-functional initiatives across engineering, design, and business functions
- Strong data-informed approach to defining, measuring, and improving product performance
- Exceptional verbal and written communication skills
- Proficiency in Agile methodologies
- Experience managing product portfolios or initiatives across multiple teams and workstreams
- Awareness of the professional education or membership organization industry
- Fluency in English
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.
