Senior Manager Personal Financial Planning
Job Location:
Durham, NC - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
About the Role:
You will be the subject matter expert for Personal Financial Planning (PFP) and the Personal Financial Specialist (PFS) credential overseeing the development of credentialing technical content expertise and professional development. Collaborate with partners to promote the discipline strengthen credential value and help firms and professionals build capabilities that support growth into higher-value services. Help monitor the profession and discipline; respond to market demands to ensure AICPA members interests are protected through advocacy standard setting and growth of the section and credential. You will report to the Director - Personal Financial Planning as an individual contributor. You will use a hybrid work schedule.
You Will:
- Manage the divisions committees responsible for standard setting advocacy technical guidance and exam development for the PFP Section and PFS Credential.
- Oversee our strategic task forces based on the latest needs in the profession.
- Collaborate with global and domestic partners to implement our strategy. Manage the development of tactics educational programs and resources that ensure competency relevance and quality across the discipline and credential.
- Promote awareness of PFP as a specialized discipline to lead section and credential membership growth.
- Be a subject matter expert for the discipline and credential. This includes speaking to large groups providing responses to member inquiries media technical and practice development questions credential requirements and regulatory issues.
- Be an AICPA ambassador to influence external accounting and PFP discipline groups and regulators national / international industry associations and membership bodies. Enhance and strengthen the divisions strategy in connection with external relationships.
- Monitor legislative regulatory and industry landscape for news and developments affecting advocacy for members in PFP discipline
You Have:
- 7 years related experience
- Bachelors degree
How We Support You:
We provide flexibility to help you achieve a good work-life balance. Youll be part of a global diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.
We offer benefit options in and out of the workplace including healthcare retirement paid time-off parental leave an employee assistance program. We provide resources that support your mental health and evolve our offerings to meet your needs. We care about our employees welfare and focus our benefits package on the benefits which support your wellbeing. We also recognize that everyone has different priorities so in addition to our core benefits to support your health we offer flexible options for you to choose benefits that are right for you your family and your lifestyle.
We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.
About Us:
At The Association a Great Place to Work-Certified company we are transforming the accounting and finance profession. We are future-focused empowering the worlds most accomplished accountants to stay relevant meet todays demands and prepare for tomorrows challenges through quality education resources and training.
Learn more about The Association on LinkedIn and our Career Site.
#LI-Hybrid #GreatPlacetoWork
We are committed to equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender gender identity or expression or veteran status. We are proud to be an equal opportunity workplace.
Salary Range: $120000-$140000 annually. Please note this is a standard range and exact compensation may vary based on experience and location. If youd like to understand more on the salary range please contact the recruiter listed on this posting. Interested applicants apply by August 1st.
While this role can work remotely in the US please note that we are unable to employ individuals in the state of California.
Required Experience:
Senior Manager
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