Under limited supervision, the Senior Account Manager for Corporate Growth is responsible for CFP Board’s relations with firms, focused on both the growth of CFP® professionals in assigned firms and development outreach to other financial industry firms to support CFP Board’s strategic initiatives and organizational goals.
Essential Functions:
Partners with firms to increase financial service firm preference for and investment in CFP® certificationCreates business development plans, strategies, segmentation, procedures, and metrics for developing broader and deeper relationships with financial service firmsEngages with assigned firms to partner on development opportunities to support CFP Board’s mission and workforce objectivesOversees stewardship development and implementation for assigned sponsors and ensures timely, periodic meetings with firms to provide progress reports, track invoice delivery, and prepare for renewal discussionsServes as primary contact for key leadership in assigned financial service firms; initiates and grows the number and quality of relationships within assigned firmsCollaborates with CFP Board staff to develop research, collateral and programs that help increase awareness, preference, and CFP® professional growth among firmsPromotes to have CFP Board deliver webinars and in-person conference session presentations to drive more CFP® certificant growthSupports needs of firms, enlists support of CFP Board staff, as necessary, for productive partnerships and relations with firmsSupports the development of themes, plans, and program content/agenda and speakers/presenters, for firm content of CFP Board Conference and the Financial Advice Working group that attracts and increases attendance from financial services firms aligned with annual goalsProvides strategic input to organization to further mission and achieve goalsCollaborates with colleagues across the CFP Board to identify and co-create scholarship and philanthropic partnership opportunities aligned with firm engagement strategiesOversees and refines Corp Growth protocols for assigned firms, ensuring timely fulfillment of benefits, personalized progress reporting, and regular engagement touchpoints to reinforce long-term relationshipsServes as a central connector across CFP Board departments—including Workforce, Program Development, Development, and Marketing & Communications—to ensure a coordinated and strategic approach to firm relationship managementFacilitates cross-functional planning and information sharing to align firm partnership efforts with workforce pipeline initiatives, research outputs, and campaign messagingPerform other duties as assignedBackground/Skills/Abilities Preferred
Bachelor’s degree, preferably in business or related field CFP® professional in good standing and 8+ years relevant experience in the financial services industryDemonstrated ability to build and maintain quality relationships and collaborate with senior-level stakeholders (internal and external) and strategic partnersKnowledge of industry channels and business models preferredRelationship builder with the flexibility and finesse to ‘manage by influence’Ability to use data to build consensus, get strategic partners on board, and to show resultsBudget management experienceExemplary verbal, presentation, and written communication skills, including the ability to communicate with precision and effectiveness across all levels and functionsExcellent implementation skills including the ability to set and achieve goals, prioritize, and manage multiple initiatives simultaneouslyAbility to think strategically, tactically, and creativelyProven experience developing and implementing marketing and sales plans, strategies, procedures, and measurement systemsSuccessful record of understanding sensitivities to organizational structures and politics and identifying anchors and brackets within firm personnel Strong sense of the organization’s mission and position in financial services marketplaceAbility to take personal responsibility and ownership for delivering on organizational commitmentsStrong organizational and prioritization skills, ability to multi-task, work collaboratively across the organization, and meet critical deadlinesModels high ethical standards and demonstrates an appropriate executive presence which instills confidenceAbility to travel (estimated 30%-40%)About CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $110,000.00 to $130,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
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The Technical Applications Analyst serves as a technical subject matter expert supporting the enterprise AMS, NetForum. This focus includes support for NetForum AMS, related integrations, authentication services, Workato iPaas and other downstream SaaS platforms. This position requires strong technical skills including SQL development, scripting, troubleshooting, API integrations and reporting, along with the ability to support business users, testing activities and cross-system issue resolution. This role directly supports resolving business applications tickets and provides suggestions to support continuous improvements of business-critical systems and related data flows. Experience with NetForum, Workato or other Integration Platform as a Service (iPaaS) solutions and enterpirse SaaS applications is highly desirable.
This will be a temporary, 6-month assignment that will work 100% remotely. It is not benefits eligible.
Essential Functions:
Provides day-to-day support for business applications, including investigation, troubleshooting, resolution, and escalation of application support tickets and production issues.Analyzes, troubleshoots, and resolves application, integration, authentication, and data issues across multiple platforms, vendors, and environments.Supports, maintains, and troubleshoots integrations between NetForum and other internal and external systems utilizing Workato, APIs, web services, and other modern integration technologies and protocols.Develops and maintains SQL queries, database scripts, stored procedures, reports, and other technical solutions to support project deliverables and other operational, analytical, and troubleshooting needs.Supports and troubleshoots authentication solutions using Auth0 Single Sign-On (SSO).Partners with business users to understand requirements, identify root causes of issues, and recommend technical solutions and process improvements.Collaborates with internal teams and third-party vendors to investigate incidents and software bugs, coordinate issue resolution, and recommend system enhancements.Assists with the development of test plans, test cases, and testing strategies for enhancements, upgrades, and integrations.Supports unit testing, system testing, integration testing, and User Acceptance Testing (UAT) activities for NetForum and related business applications, across multiple projects.Validates system enhancements and defect fixes to ensure solutions meet business requirements and do not negatively impact existing functionality.Supports application configuration, deployment, release management, and post-production validation activities for AMS.Assists in maintaining technical documentation including system configurations, integration specifications, support procedures, data mappings, and troubleshooting guides.Provides technical guidance and support to business users regarding application functionality, reporting, data issues, and system capabilities.Supports change management processes and ensures adherence to organizational standards, security requirements, and best practices.Performs minor configuration of AMS and assists staff in changes to and testing of AMS configuration. Background/Skills/Abilities Preferred:BA/BS required. Major in Information Technology, Computer Science, Information Systems, mathematics, statistics, accounting, or other degree emphasizing business analysis, technology or quantitative problem-solving preferredMinimum 5 years’ experience with Microsoft SQL Server writing SQL queries, stored procedures, and other scripts for analysis, reporting, troubleshooting and data validationExperience supporting or troubleshooting APIs or other integration technologies (Workato preferred)Experience with Association Management System (AMS) (netFORUM preferred) and/or Customer Relationship Management (CRM) (Salesforce preferred)Familiarity with application integrations, enterprise architecture concepts, and data flows across interconnected business systems.Excellent critical thinking, with a proactive approach to identifying issues and presenting solutions and optionsAbility to manage multiple priorities, adapt to changing business needs and meet deadlines in a fast-paced environmentAbility to work independently and collaboratively with cross-functional teamsExcellent interpersonal and communication skills (both verbal and written)Ability to work overtime when needed.About CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $69 to $75 hourly. This position is not benefits eligible.
Read LessThe Development Manager is a key member of a two-person development team and will play a central role in building and executing the organization’s fundraising program. Reporting to the Director of Development, this role spans development operations, donor communications and donor engagement to support revenue growth across individual and organizational giving.
The Development Manager will oversee donor database management, gift processing and reporting; produce compelling donor-facing materials; and drive and support donor cultivation and stewardship, including prospect research and events. This role offers significant opportunity to take ownership of core fundraising functions and grow alongside an expanding development program. It is well-suited for a highly organized, detail-oriented professional who is also a strong writer, project manager and collaborator.
Key Responsibilities:
Development Operations
Manage and maintain the donor database/CRM, ensuring data integrity and accuracy.Oversee the full gift lifecycle by ensuring all donations and pledges are accurately recorded in the CRM, reconciled with Finance, and followed by timely, personalized acknowledgements, tax receipts and pledge reminders.Serve as a primary point of contact for donor inquiries related to gifts and pledges.Track and analyze fundraising performance, including progress to goals, donor trends and reporting deadlines.Strengthen internal systems, workflows and documentation, including maintaining standard operating procedures.Development Communications
Draft a range of donor-facing materials, including appeals, proposals and impact reports, by translating programmatic information into clear, compelling narratives tailored to different donor audiences.Build and maintain a library of templates, success stories and data to support fundraising efforts.Partner with IT and Marketing & Communications to maintain the development-related website content and align on messaging and campaigns.Donor Cultivation and Stewardship
Collaborate with Director of Development to manage and execute moves management strategies for mid-level and major donors.Conduct prospect research and develop briefing materials to support donor engagement and solicitation.Plan and execute donor cultivation and stewardship events, including logistics and follow-up. Expand and deepen donor relationships by developing and implementing thoughtful engagement and stewardship strategies, including enhanced recognition, tailored benefits, and meaningful opportunities to connect with program staff and leadership.Support board and development committee engagement and fundraising efforts.Background/Skills/Abilities Preferred:
Bachelor's degree from an accredited institution, preferably in a related fieldA minimum of 4-5 years of experience in nonprofit development, fundraising operations and/or donor relationsProficiency with donor management systems (Salesforce experience strongly preferred)Exceptional writing and editing skills, with experience in proposal and impact report development.High level of professionalism and ability to work well with all levels of internal management, staff and volunteersStrong donor focus, attention to detail and high-quality workPassion for the mission of the Center for Financial Planning and the ability to communicate its urgency and impactExcellent time and project management skills; self-starter able to work independently, accurately and on schedule and serve as an effective member of a teamTactful exercise of judgment and discretion with sensitive and highly confidential informationExcellent interpersonal skills; high degree of emotional intelligence; demonstrated ability to relate well with individuals, both internally and externallyEntrepreneurially inclined; resourceful, proactive, and results-drivenAbout CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by over 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(3).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $66,000.00 to $80,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
Read LessThe Administrator performs a wide range of projects and assigned tasks in support of the functions of Finance, Facilities Management, Accounting and IT. Reporting to the CFO and Head of Technology, the Administrator assists in planning and executing the activities that align with the departmental goals supporting both the Finance and IT departments.
Essential Functions:
Drive the activities that impact the sustainability of the organization including budgeting and business analysis under the direction of the CFO, Director of Finance and Head of Technology.Create and edit presentations and materials using PowerPoint and Excel to be viewed by CEO and Board of Directors Organize meetings of Audit & Risk Committee and Finance & Investment Committee of the Board of Directors as directed by the CFO to include schedules, logistics and agendasDraft memos, letters, minutes, policies, and instructions Allocate corporate credit card expenses to the proper cost centers Coordinate Facilities management functions regarding office repairs, office renovation projects and communication with the landlord Assist and take lead in certain areas of the organizational budget as directed by the CFOUtilize the financial reporting tool for budget management and cost analysisCoordinate with budget owners on implementing the shared service arrangements between the organization’s two legal entities Schedule and plan departmental meetings, events, and celebrations Help the departments and personnel operate efficiently and identify areas of improvement in “getting things done” Update and maintain office floor plansSupervise contractors and vendors as needed. Manage contracts with vendors by assigning tasks and communicating expected deliverablesServe as a POC for teams when multiple units are assigned to the same project to ensure team actions remain in synergyPerform quality control on the project throughout development to maintain the standards expectedPerforms other duties as assignedBackground/Skills/Abilities Preferred:
Bachelor’s degree or equivalent experience in business, education, or communications requiredMinimum 2 years’ experience in office operations, office administration or facilitiesIntermediate to Advanced skills in PowerPoint and Excel with a desire to continually improve skills in those two software Ability to Learn and the organization’s financial reporting tool for budget management and cost analysisAbility to define problems and manage toward solution Detail oriented, creative problem solver with a natural curiosity to challenge ways of thinkingEffective interpersonal communication skillsAbility to prioritize and manage multiple projects and people simultaneously, and follow through on issues in a timely mannerAbility to work and collaborate as a part of a motivated, driven teamAbility to communicate effectively with multiple levels within the corporate community, including but not limited to CFO and C-suite officials, HR directorates, and operations managersAbility to make sound business decisions based upon dataHigh level of professionalism and ability to work well with all levels of internal management and staffDemonstrated self-starter with high energy and the ability to work independently, accurately and on scheduleExceptional customer services skills and ability to operate effectively in a service orientation – no job is too big or too smallAbout CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $55,000.00 to $65,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
Read LessUnder limited supervision, the Business Systems Analyst serves as a strategic partner between business and technology teams, supporting the optimization, enhancement, and ongoing management of enterprise business systems and operational processes. This role is responsible for eliciting and documenting business requirements, identifying system and process improvement opportunities, supporting system configurations, developing test plans and conducting testing activities with department staff, coordinating and conducting staff training on business systems, resolving business application support tickets and helping ensure business systems align with organizational goals.
This role requires strong analytical thinking, communication skills, business process analysis capabilities, and the ability to operate effectively in a fast-paced dynamic environment.
Essential Functions:Manages IT projects as assigned and ensures that projects are executed in alignment with project governance and adhering to SDLC processesPartners with business stakeholders to assist in development of IT project requests including business justifications ‘and evaluates project requests for business impact, complexity, and riskFacilitates requirements gathering activities through interviews, workshops, user stories, use cases, process mapping, business flow analysis and other industry standard techniquesCollaborates with technical teams, vendors and business stakeholders with the creation of project specifications, and reviews project specifications for technical and functional accuracyDevelops and executes testing activities, including test plans, test case coordination, UAT facilitation and defect tracking for business systems and integrationsWorks with internal stakeholders and external vendors to troubleshoot, investigate and resolve issues with the AMS platform, integrated SaaS applications, workflows, data exceptions and user-reported issuesProvides consultative support to business units for process reviews, identifying opportunities for continuous improvement and recommending technology and process-oriented solutions to enhance efficiency and promote business changeAssists in development and maintenance of training materials and delivers user training on AMS capabilities as required Supports system configuration changes and testing activities to ensure accurate and reliable AMS functionality. Executes database queries and data extracts of moderate complexity to support testing, reporting, analytics, operational metrics and data integrity initiativesSupport data quality and reporting by validating data accuracy, identifying inconsistencies and helping improve the usability of organizational dataAbout CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by more than 107,000 in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $135,000.00 to $155,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
Read LessGeneral Function: Under general supervision of the Senior Marketing Manager, this role manages and executes marketing initiatives across a wide range of products and programs. Exercises initiative and sound judgment in managing projects independently, taking ownership of responsibilities and ensuring successful execution from planning through results analysis. Provides insightful, actionable findings from data and research to optimize business goals and objectives.
Essential Functions:
Manages and executes annual marketing plans for products and programs including Financial Planning Review, Pro Bono engagement, Emeritus Program, Practice Exams, digital certificates, Continuing Education (CE)-eligible webinarsOwns execution of marketing initiatives for certification renewal and reinstatement programs, designing multi-channel campaigns that boost renewal rates, reduce churn, and win back lapsed certificantsMonitors and reports on the success of Candidate Forum in collaboration with Senior Marketing ManagerManages the online store and related product sales and budgets; creates and manages annual marketing plan for increasing revenue; manages branded merchandise for CFP Board and events; implements and manages internal storefront to facilitate staff-requested branded merchandiseAnalyzes data from platforms such as NetForum, Tableau, HubSpot and GA4 to extract meaningful insights and drive informed decision-making; reports on data to other members of Marketing team to enhance strategySupports Marketing, Education, CE and Experience, Development/Fundraising and Corporate Growth teams’ initiatives with data transfers, discount/offer tracking, and direct response projectsDevelops, executes and optimizes email performance for various teams including Education, Experience, and Development/Fundraising; collaborates with other members of Marketing & Communications department to ensure accuracy and optimizationCoordinates with external partner organizations – including NAPFA, FPA and Quad-A on data sharing, reporting on key metrics, and supports efforts for cross-promotion with these organizationsAnnual Conference planning support and marketing executionRepresents CFP Board as an exhibitor at external conferences/tradeshowsManages relationships with external vendors, including print and mail houses, digital certificate vendor, certificate framing vendor and mobile app vendorPerforms other Marketing duties as assignedBackground/Skills/Abilities Preferred
Bachelor’s degree in business, marketing or other related disciplineMinimum five years of experience developing marketing plans with measurable KPIsExceptionally strong analytical skills, with an ability to translate data into actionable insightsDemonstrated ability to independently manage projects and take ownership from planning through execution and evaluationStrong collaboration skills to work with a variety of internal constituencies, develop partner relationships and rapport, and influence thinkingProficient in Microsoft OfficeIntermediate to expert level administrator in email marketing tools; HubSpot preferredBeginner to intermediate user of business intelligence tools, Tableau preferredUnderstand best practices around website analyticsExcellent oral and written communication skillsAble to organize multiple tasks and develop realistic action plans while being sensitive to time constraints and resource availability Experience executing integrated, multi-channel marketing campaigns across email, direct mail, and telemarketing Experience managing external vendors and cross-functional relationshipsAbility to travel to up to 5 events per year, including external conferences/tradeshows and the annual Connections ConferenceStrong initiative, drive, and attention to detail Effective project management skills Experience with budgets and P&LAbout CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by over 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(3).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $80,000.00 to $95,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
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