Senior Product Manager, Onboarding & Activation

Have you built onboarding and activation as an enterprise capability—not simply as a feature within one product? Do you know how to connect platform, identity, and product experiences into intuitive customer journeys that increase engagement and accelerate time to value? If you have led complex, cross-functional digital initiatives at scale and can turn interconnected systems into a cohesive, measurable experience, this is an opportunity to shape how customers begin—and continue—their relationship with CFA Institute.

The Senior Product Manager, Onboarding & Activation will define and deliver cohesive onboarding and activation experiences across CFA Institute’s global product ecosystem. This role will lead the strategy and execution of onboarding as an enterprise capability, working across platform, identity, and product domains to transform shared services into intuitive, scalable customer journeys. Using strong product judgment, systems thinking, and a data-informed approach, the Senior Product Manager will bring teams together around a consistent and purposeful path from a customer’s first interaction through early engagement.

The role will establish reusable patterns, align priorities across products and platforms, and drive measurable improvements in activation, engagement, and time to value.

The position may be based in eligible remote jurisdictions in the Eastern time zone of the United States and is eligible for flexible work arrangements.

• Lead the definition and execution of onboarding and activation strategy as a foundational layer of the customer lifecycle, establishing how customers first engage with, navigate, and realize value across CFA Institute’s product ecosystem.

• Design onboarding and activation as a durable, scalable system that enables new programs and experiences to be introduced with speed and consistency, and that guides customers from initial interaction into sustained engagement through clarity, continuity, and thoughtful progression.

• Drive cross-functional initiatives to deliver onboarding and activation experiences that span products, systems, and touchpoints.

• Align engineering, design, identity, and customer experience teams around shared priorities and sequencing to ensure onboarding and activation evolve in a coordinated and intentional manner.

• Establish clear patterns for how onboarding is implemented across products, enabling teams to move quickly while maintaining enterprise-level consistency.

• Establish standards and reusable patterns that enable consistent onboarding experiences across products and programs, while preserving product teams’ flexibility in execution.

• Translate platform and identity capabilities into scalable, connected experience frameworks that reduce implementation complexity and accelerate product and program launches.

• Oversee documentation of onboarding patterns and standards to ensure clarity, consistency, and operational efficiency.

• Define and operationalize key performance indicators that drive measurable improvements in activation rates, early engagement, and customer progression across the ecosystem.

• Apply a data-informed approach to continuously improve onboarding performance, incorporating customer feedback, industry trends, and business insights to identify opportunities and develop actionable improvement strategies.

• Effectively communicate onboarding strategy, priorities, and outcomes to diverse stakeholders, including executive leadership, product teams, engineering, and business partners.

• Build and sustain alignment across organizational boundaries to ensure onboarding and activation are delivered as a connected experience and represent the onboarding function as a shared enterprise capability rather than a collection…