Product Manager, Employee Technology

Summary

CFA Institute is the global leader in investment excellence and ethics, promoting professional growth and better financial markets. The Product Manager, Employee Technology supports the roadmap for employee productivity and collaboration platforms, translates stakeholder needs into product requirements, and drives adoption and continuous improvement. The role also contributes to vendor, licensing, platform configuration, reporting, and technology portfolio decisions.

Responsibilities

• Support the roadmap for an assigned portion of the employee technology portfolio (e.g., collaboration, work management or diagramming platforms), aligning priorities with stakeholder needs and organizational goals
• Identify opportunities to improve adoption, usability and value realization across in-scope platforms
• Contribute requirements and supporting analysis for business cases on new or expanded platform capability
• Serve as a day-to-day point of contact for stakeholder requests within assigned platform area(s); diagnose the underlying business need and recommend solutions that use existing capability before new procurement is considered
• Partner with Procurement, Information Security, Cloud Operations, People & Culture and business line stakeholders to support intake, review and adoption of workplace technology
• Provide consultative support to business stakeholders on configuration, best practice and use of in-scope platforms
• Support vendor relationship activities for assigned platforms, including usage and entitlement analysis, and prepare renewal and quote materials for review and negotiation by the Manager, Employee Technology Portfolio
• Contribute subject-matter expertise on platform capability, licensing and configuration to inform renewal, consolidation and reclamation decisions made by the Manager
• Coordinate vendor-led demonstrations, enablement sessions and migration support for platform enhancements within the assigned area
• Maintain and prioritize the backlog for assigned platform area(s) based on stakeholder value, effort and risk
• Partner with platform engineering, business analysis and support resources to translate requirements into configuration and delivery; work assignment and prioritization of those resources remains with the Manager
• Drive continuous improvement through user feedback, usage data and platform performance trends
• Track and report adoption, usage and satisfaction metrics for assigned platforms
• Use data to inform roadmap and portfolio recommendations to divisional leadership
• Escalate issues of the highest complexity or consequence, such as security, compliance or major vendor risk

Skills

• Bachelor's degree in statistics, data science, computer science, economics, or a related field, or equivalent experience
• Professional experience in data analysis, reporting, or a related analytical role
• Foundational knowledge of statistics, data wrangling, and visualization using tools such as Excel, SQL, and Python
• Strong attention to detail and commitment to accuracy in data preparation and reporting
• Ability to follow established methods and processes, while recognizing when to escalate novel or ambiguous issues
• Effective written and verbal communication skills, with the ability to present findings clearly to internal stakeholders
• Strong organizational skills and the ability to manage multiple assigned tasks under close supervision
• Comfortable working in a collaborative, fast-paced environment
• Familiarity with AI tools such as Microsoft Co-Pilot, ChatGPT, Claude, and Cursor

Qualifications

Must Haves

• Bachelor's degree in statistics, data science, computer science, economics, or a related field, or equivalent experience
• Professional experience in data analysis, reporting, or a related analytical role
• Foundational knowledge of statistics, data wrangling, and visualization using tools such as Excel, SQL, and Python
• Strong attention to detail and commitment to accuracy in data preparation and reporting
• Ability to follow established methods and processes, while recognizing when to escalate novel or ambiguous issues
• Effective written and verbal communication skills, with the ability to present findings clearly to internal stakeholders
• Strong organizational skills and the ability to manage multiple assigned tasks under close supervision
• Comfortable working in a collaborative, fast-paced environment
• Familiarity with AI tools such as Microsoft Co-Pilot, ChatGPT, Claude, and Cursor

Benefits

• Eligibility for an annual incentive bonus
• A 12% employer contribution to a 401(k) or pension plan
• A comprehensive medical benefits package
• Health coverage
• Generous time off
• Competitive retirement plans
• Flexible work options
• Wellbeing and development programs
• Eligible for flexible working arrangements including remote/hybrid