CFA Institute
Senior Product Manager - Back Office Portfolio

How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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. What 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. 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. Join a talented and diverse team supporting our mission to lead the global investment profession. When you work at CFA Institute, you become part of something bigger. We are a globally recognized organization committed to promoting the highest standards of ethics and professional excellence in the investment industry. The skills and experience you develop throughout your career directly support that mission. By investing in our people, we enable both our employees and our organization to succeed. 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
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.


Get help with your application
Your very own career expert that helps elevate your application to the next level.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location