Senior Director managing data product lifecycle for CFA Institute. Leading teams in data strategy, product development, and stakeholder engagement across diverse business functions.
About the role
- Product Manager driving strategy and delivery of customer notifications for financial services. Collaborating with multiple teams to maximize engagement and compliance with customer communications.
Responsibilities
- Collaborate on the vision and roadmap for notifications across push, SMS, email, and in-app.
- Drive execution of notification strategy end-to-end.
- Define principles for notification timing, targeting, personalization, and frequency control.
- Partner with Content Network, Loyalty, and Affiliate teams to align notifications within the broader engagement ecosystem.
- Work with engineering, data, and Martech to deliver enabling infrastructure (orchestration, segmentation, experimentation, consent management).
- Lead alignment across stakeholders on use cases, prioritization, and success metrics.
- Continuously measure impact and iterate to maximize engagement and conversion through notifications.
Requirements
- 4+ years of experience as a Product Manager or Product Owner in engagement, CRM, or Martech platforms.
- Deep understanding of multi-channel notification systems and customer messaging frameworks.
- Experience with personalization, experimentation, and consent management.
- Strong data-driven mindset; skilled in interpreting engagement metrics and running experiments.
- Excellent cross-functional collaboration and communication skills.
- Experience working in Agile environments (Jira proficiency preferred).
Benefits
- Short-term incentives
- Multiple health insurance options
- Accident and life insurance
- Access to best-in-class development platforms
- Flexible Time off
- Medical, Dental and Life Insurance
- Tuition Assistance Program
- Parental Leave
- One day volunteer time off
- $0 Money Transfer Fee Discount Code – Quarterly Recognition Program
- “Game Changers” Employee Discount Program
- Global Adoption Assistance
- Global Scholarship Awards Program
- 4% Western Union Contribution to 401K
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