General Function: Under limited supervision creates, supports and executes the strategic business growth plan for Continuing Education and related Professional Practice projects and initiatives.
Designs and drives growth strategy for Continuing Education and other assigned revenue initiatives
Leads operational management for business growth initiatives within Professional Practice and in collaboration with internal departments and external stakeholders
Leads the strategic and product development process for vetting new products or services ideas, updates, and innovations
Provides product lifecycle management recommendations for CE sponsorships, programs, non-registered CE programs, and promotional products based on feedback from staff, stakeholders and customers
Leads marketing and outreach campaigns to increase CE sponsorship customer base and sustainable relationships with external companies and organizations
Facilitates and manages CE & Experience new business opportunities including discovery, development, and contracting of new opportunities
Collaborates with Marketing, Corporate Relations, and other departments to identify new business opportunities for CE and Professional Practice
Manages the CE sponsor program to ensure both the sponsor and CE programs meet the quality standards as defined by the Council on Education and CFP Board CE Policies
Manages the administration of the experience submissions against CFP Board’s standards and requirements
Provides oversight of the review and approval process of sponsor applications and program offerings for continuing education credits
Monitors and evaluates revenue and expense goals as budgeted
Manages and tracks all relevant key performance indicators and metrics for the CE and Experience administration functions
Co-manages, contributes and participates with Council on Education, including building effective working relationships and staff advisory resources
Supervises, manages and evaluates department staff
Performs other duties as assigned
Bachelor’s Degree in business administration, or closely related field
A minimum of 8 years of related professional experience required, preferably in management and administration of credentialing certification and/or continuing education programs
Experience in holding P&L responsibility
Ability to build and maintain effective business relationships with sponsors and certificants and volunteers
Demonstrated leadership, communication, analytical and problem-solving skills, short-term and long-term planning skills
Experience in working with, and supporting the activities of committees
Experience with budgetary responsibilities and accountability
Demonstrated database management and maintenance skills; experience with NetForum a plus
Excellent interpersonal and communication skills (both verbal and written), including strong presentation skills
Ability to handle multiple tasks, projects and priorities effectively and professionally
Track record of analyzing complex problems, identifying key issues, and simplifying the approach to solving them
Strong influencing and negotiating skills, and excellence in giving constructive feedback
Entrepreneurial spirit and creativity necessary for success in the position
To apply, submit your resume and one-page letter summarizing your interest, qualifications, and salary expectations.
The Certified Financial Planner Board of Standards (“CFP Board”) - headquartered in Washington, D.C.-is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP certification.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled and collaborative staff.
Certified Financial Planner Board of Standards (“CFP Board”) – headquartered in Washington, D.C. – is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP® certification.