Are you passionate about driving enterprise transformation and building solutions that fundamentally improve how organizations operate? The Senior Product Manager, Back Office leads the strategy, development, and execution of initiatives that enhance CFA Institute’s internal operations, financial systems, and enterprise capabilities.
Partnering across business, finance, technology, and operations, you will define product vision, champion modern ways of working, and deliver scalable solutions that strengthen the organization’s core infrastructure and enable strategic priorities.
This role owns the full lifecycle of enterprise product initiatives—from ideation through launch and transition to business-as-usual—ensuring measurable business value and operational impact.
What You’ll Do
Lead Enterprise Product Strategy
Define the vision, strategy, and roadmap for enterprise initiatives impacting financial systems, operational processes, and organizational capabilities. Partner with business, finance, technology, and operations leaders to identify opportunities, prioritize investments, and align product outcomes with CFA Institute's strategic objectives.
Own End-to-End Product Delivery
Lead initiatives from concept through implementation and transition to business-as-usual operations. Develop business cases, gather and prioritize requirements, evaluate technology solutions, establish success metrics, and oversee delivery to ensure solutions meet business, operational, and financial needs.
Bridge Business, Finance, and Technology
Serve as a trusted advisor to stakeholders by translating complex business, accounting, operational, and technical requirements into actionable product strategies. Facilitate alignment across diverse stakeholder groups and ensure decisions balance organizational, financial, and technology considerations.
Drive Innovation and Transformation
Identify opportunities to modernize systems, processes, and ways of working through emerging technologies, automation, AI-enabled capabilities, and organizational redesign. Evaluate new solutions and recommend enhancements that improve efficiency, scalability, and user experience.
Ensure Operational Excellence
Establish governance, performance metrics, and risk management practices that support sustainable product operations. Oversee system reliability, process documentation, and change management activities to ensure successful adoption and long-term value realization.
Lead Cross-Functional Execution
Direct cross-functional teams through complex enterprise initiatives, coordinating efforts across Product, Finance, Technology, Compliance, Legal, and Operations. Drive stakeholder engagement, resolve obstacles, and ensure successful delivery of strategic outcomes.



W hat We’re Looking For
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 a plus)
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 the ability to tailor messaging across technical and non-technical audiences
Familiarity with tools such as Jira (Service & Software) and workflow automation platforms (e.g., LogicGate) preferred
Experience working with Compliance or Legal stakeholders is a plus
Awareness of the professional education or membership-based industry is desirable
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.
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.
