Director, Finance Product Management

Brookaire Company

Director of Finance Product Management shaping finance technology and driving enterprise-wide transformation at CFA Institute. Leading strategy, roadmap, and evolution of financial products for performance.

Posted 6/11/2026full-timeRemote • Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Own the full lifecycle management of finance products or a defined product portfolio, from ideation through launch, optimization, and retirement
Translate enterprise and functional strategy into product roadmaps, priorities, and delivery plans
Conduct needs assessment and market and industry analysis to identify emerging requirements, risks, and opportunities, in partnership with finance and technology SMEs
Ensure products remain competitive, scalable, and aligned with evolving business and regulatory requirements
Lead coordination across Finance, Technology, Product, and business units to ensure seamless execution of product initiatives
Manage interdependencies across platforms, systems, and workflows, ensuring alignment with broader enterprise architecture
Partner with stakeholders to incorporate user needs, operational constraints, and technical considerations into product design
Oversee delivery of product initiatives, ensuring timely, high-quality execution within budget and scope
Establish and monitor KPIs, performance metrics, and value realization frameworks
Drive data-driven product and service improvements, identifying opportunities to enhance efficiency, user experience, and financial outcomes
Identify and implement innovative approaches, tools, and processes to improve financial product capabilities
Manage and develop product managers or small teams, ensuring alignment with strategic priorities
Provide direction, coaching, and performance management to build capability and drive engagement
Operate within established policies, governance frameworks, and strategic objectives set by senior leadership
Ensure compliance with financial controls, legal, regulatory, and audit requirements, working in close partnership with Finance, Legal, and Compliance stakeholders
Support resource planning, prioritization, and budget management across assigned product areas

Requirements

What you’ll need

7+ years of experience in product management, program delivery, or digital platform leadership
Experience managing product lifecycles and cross-functional delivery
Demonstrated experience in enterprise systems, digital platforms, or technology-enabled business processes
Product lifecycle management and roadmap development
Data analysis and performance optimization
Ability to develop working knowledge of financial systems and processes; partners effectively with finance and technology SMEs
Project and program management methodologies
Resource and budget planning
Highly organized and a proven facilitator of effective and value-added outcomes
An effective leader, self-directed, proactive, and action-oriented with a strong degree of initiative and vision.
Fluency in English required.

Benefits

Comp & perks

health coverage
generous time off
competitive retirement plans
flexible work options
wellbeing and development programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

product lifecycle managementroadmap developmentdata analysisperformance optimizationproject management methodologiesprogram managementresource planningbudget managementfinancial systems knowledgetechnology-enabled business processes

Soft Skills

highly organizedeffective facilitatorleadershipself-directedproactiveaction-orientedinitiativevisioncollaborationcoaching