The Managing Director of Program Development leads the innovation development and delivery of programs products and services that advance the financial planning profession for the benefit of the public. Key areas of focus include initiatives that:
- Support CFP professionals delivery of competent adviceto their clients;
- Increase the diversity of the financial planningprofession
- Stimulate and nurture a vibrant and prolific academic community conducting research that advances the profession and helps certificants deliver better advice to the public;
- Leverage existing CFP Board content to develop new revenue-generating distribution channels;
- Support CFP professionals in complying with laws regulations and CFPstandards;
- Help candidates prepare for and pass the CFPexam;
- Enhance the value of CFP certification;and
- Position CFP Board as the professional body for financial planning.
Responsibilities encompass conference and event programming as well as delivery of compelling content through online and print addition the position contributes to a culturally competent financial planning profession. Managing Director of Program Development collaborates closely with the Managing Directors of Research Workforce and Corporate Relations -all reporting directly to the Chief Program Officer.
Key Accountabilities
- Serves as a key member of the Executive Leadership Team (ELT) that sets the organizations strategicdirection;
- Drives and documents overall program development businessstrategy;
- Identifies and leads new program opportunities aligned with organizational priorities-with a sense ofurgency;
- Determines resourcing needs for programs identifying critical subject matter expertise and organizational capacity forsuccess;
- Assesses existing programs for impact value and relevance; sunsets non-performing efforts with political sensitivity;
- Builds external partnerships with academia thought leaders and others in the financial advice ecosystem that can be helpful to CFP Boards program developmentefforts;
- Collaborates with other CFP Board subject matter experts to broaden distribution of and monetize existingcontent;
- Collaborates with the managing director of corporate relations to develop programs aligned with CFP Board priorities-that funders find valuable and worthy ofsupport;
- Represents CFP Board to donors partners and other externalstakeholders;
- Identifiesandtracksopportunitiesandmarketplacetrendsforconsiderationinprogram development;
- Serves as the executive sponsor to the Womens Initiative (WIN) and Diversity AdvisoryGroup;
- Maintains reporting to support and enhance the program developmentorganizational goals;
- Createsprogrambudgetsandjustifications;monitorsandreportsonstatusofbudgets;and
- Performs other duties as assigned.
Position Requirements
- Bachelors degree in business or related field; graduate degreepreferred
- A minimum of 10 years of experience in program development learning and development or organizational development; project management experience aplus
- CFP certification aplus
- Demonstrated experience in creating new programs and reinvigorating existing programs deemed valuable by stakeholders andsponsors
- Strategic thinker with the ability to identify and articulate creative solutions to problems related to program development and education
- Demonstrated political acumen and ability to synthesize input from a variety of interests into a coherent strategicagenda
- Ability to conceptualize interpret and use market research to advance business strategy and to make sound business decisions based upon data
- High level of professionalism and ability to work well with all levels of internal management staff andvolunteers
- Abilitytoprioritizeandmanagemultipleprojectsandpeoplesimultaneouslyandfollow
through on issues in a timely manner
- Strong clientfocus
- Excellenttimeandprojectmanagementskills;detail-orientedself-starterwithhighenergyand the ability to work independently accurately and onschedule
- Exceptional oral written and presentation skills and equally strong listeningskills
- Ability to communicate effectively with multiple levels within the corporate community including but not limited to board-level executives CEO and C-suiteofficials
- Entrepreneurial initiative determination andenergy
- Ability to motivate staff in achieving and surpassing objectives
About CFPBoard
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 publics benefit. CFP Board of Standards (501 (c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER 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 nearly 100000 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 professions body of knowledge.
This position is part of the 501 (c)(3) entity and is based in the Washington D.C. office. The CFP Board works a hybrid schedule which could be changed at any time. Travel is required of this position.
For confidential consideration please email your resume and cover letter to:or call 1 .
Required Experience:
Director
The Managing Director of Program Development leads the innovation development and delivery of programs products and services that advance the financial planning profession for the benefit of the public. Key areas of focus include initiatives that:Support CFP professionals delivery of competent advic...
The Managing Director of Program Development leads the innovation development and delivery of programs products and services that advance the financial planning profession for the benefit of the public. Key areas of focus include initiatives that:
- Support CFP professionals delivery of competent adviceto their clients;
- Increase the diversity of the financial planningprofession
- Stimulate and nurture a vibrant and prolific academic community conducting research that advances the profession and helps certificants deliver better advice to the public;
- Leverage existing CFP Board content to develop new revenue-generating distribution channels;
- Support CFP professionals in complying with laws regulations and CFPstandards;
- Help candidates prepare for and pass the CFPexam;
- Enhance the value of CFP certification;and
- Position CFP Board as the professional body for financial planning.
Responsibilities encompass conference and event programming as well as delivery of compelling content through online and print addition the position contributes to a culturally competent financial planning profession. Managing Director of Program Development collaborates closely with the Managing Directors of Research Workforce and Corporate Relations -all reporting directly to the Chief Program Officer.
Key Accountabilities
- Serves as a key member of the Executive Leadership Team (ELT) that sets the organizations strategicdirection;
- Drives and documents overall program development businessstrategy;
- Identifies and leads new program opportunities aligned with organizational priorities-with a sense ofurgency;
- Determines resourcing needs for programs identifying critical subject matter expertise and organizational capacity forsuccess;
- Assesses existing programs for impact value and relevance; sunsets non-performing efforts with political sensitivity;
- Builds external partnerships with academia thought leaders and others in the financial advice ecosystem that can be helpful to CFP Boards program developmentefforts;
- Collaborates with other CFP Board subject matter experts to broaden distribution of and monetize existingcontent;
- Collaborates with the managing director of corporate relations to develop programs aligned with CFP Board priorities-that funders find valuable and worthy ofsupport;
- Represents CFP Board to donors partners and other externalstakeholders;
- Identifiesandtracksopportunitiesandmarketplacetrendsforconsiderationinprogram development;
- Serves as the executive sponsor to the Womens Initiative (WIN) and Diversity AdvisoryGroup;
- Maintains reporting to support and enhance the program developmentorganizational goals;
- Createsprogrambudgetsandjustifications;monitorsandreportsonstatusofbudgets;and
- Performs other duties as assigned.
Position Requirements
- Bachelors degree in business or related field; graduate degreepreferred
- A minimum of 10 years of experience in program development learning and development or organizational development; project management experience aplus
- CFP certification aplus
- Demonstrated experience in creating new programs and reinvigorating existing programs deemed valuable by stakeholders andsponsors
- Strategic thinker with the ability to identify and articulate creative solutions to problems related to program development and education
- Demonstrated political acumen and ability to synthesize input from a variety of interests into a coherent strategicagenda
- Ability to conceptualize interpret and use market research to advance business strategy and to make sound business decisions based upon data
- High level of professionalism and ability to work well with all levels of internal management staff andvolunteers
- Abilitytoprioritizeandmanagemultipleprojectsandpeoplesimultaneouslyandfollow
through on issues in a timely manner
- Strong clientfocus
- Excellenttimeandprojectmanagementskills;detail-orientedself-starterwithhighenergyand the ability to work independently accurately and onschedule
- Exceptional oral written and presentation skills and equally strong listeningskills
- Ability to communicate effectively with multiple levels within the corporate community including but not limited to board-level executives CEO and C-suiteofficials
- Entrepreneurial initiative determination andenergy
- Ability to motivate staff in achieving and surpassing objectives
About CFPBoard
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 publics benefit. CFP Board of Standards (501 (c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER 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 nearly 100000 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 professions body of knowledge.
This position is part of the 501 (c)(3) entity and is based in the Washington D.C. office. The CFP Board works a hybrid schedule which could be changed at any time. Travel is required of this position.
For confidential consideration please email your resume and cover letter to:or call 1 .
Required Experience:
Director
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