Product Manager, Employee Technology

CFA Institute; Washington; Hybrid; USD 95,000 - 145,000; Full time

Benefits offered by this job

Annual incentive bonus

401(k) employer contribution

Medical benefits package

Job summary

CFA Institute is seeking a Product Manager for Employee Technology to shape a portfolio of productivity tools used by about 1,200 employees. You’ll collaborate with stakeholders to define requirements, guide roadmaps, drive adoption, and ensure value from Atlassian, Wrike, Lucid Suite, Zoom, and Slido.

In this role you’ll manage platform backlog, partner with cross-functional teams, and contribute to licensing and configuration decisions.

Qualifications

• 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 Excel, SQL, and Python.
• Strong attention to detail and commitment to accuracy in data preparation and reporting.
• Effective written and verbal communication skills and the ability to present findings to internal stakeholders.

Responsibilities

• Support the roadmap for assigned employee technology platforms and align priorities with stakeholder needs.
• Identify opportunities to improve adoption, usability and value realization across in-scope platforms.
• Contribute requirements and analysis for business cases on platform capability and vendor decisions.

Skills

Data analysis

Reporting

Statistics

Data wrangling

Visualization

Excel

SQL

Python

Attention to detail

Communication

Teamwork

AI tools

Education

Bachelor’s degree in statistics/ data science/ computer science/ economics or related field

Tools

Atlassian (Jira Software)

Jira Service Management

Confluence

Jira Product Discovery

Wrike

Lucid Suite

Camtasia

Zoom

Slido

Job description

Are you a product manager who enjoys turning employee needs into intuitive, effective workplace technology experiences? This role offers the opportunity to help shape a portfolio of productivity and collaboration platforms—including Atlassian, Wrike, Lucid Suite, Zoom, and Slido—used by approximately 1,200 employees. You will partner with stakeholders to define requirements, guide product roadmaps, strengthen adoption, and ensure technology investments deliver meaningful value across CFA Institute.

The Product Manager, Employee Technology supports the product roadmap and stakeholder experience for an assigned portion of CFA Institute’s employee productivity and collaboration technology portfolio, spanning platforms such as the Atlassian suite (Jira Software, Jira Service Management, Confluence, Jira Product Discovery), Wrike, Lucid Suite, Camtasia, Zoom and Slido, serving approximately 1,200 employees. This role partners with business stakeholders to translate workplace technology needs into product requirements, supports platform adoption and continuous improvement, and contributes subject-matter expertise on platform capability, licensing and configuration that informs vendor and budget decisions owned by the Manager, Employee Technology Portfolio.

This position may be based in approved jurisdictions in the United States. It reports to the Director, SRE and Cyber Hygiene, and is eligible for flexible working arrangements including remote/hybrid.

What You’ll Do

Product Strategy & Roadmap

• 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.

Stakeholder Consultation & Demand Intake

• 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.

Vendor & Platform Support

• 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.

Product Lifecycle Management

• 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.

Performance & Reporting

• 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
  

What You’ll Bring

• 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 escape 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

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: $95,000 - $145,000 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 [e-mail] 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.