Sign In
 [New User? Sign Up]
Mobile Version

Manager, Workforce Development and Career Services

Certified Financial Planner Board of Standards

Washington, District of Columbia 20005
Job Type:
Job Status:
Full Time
1st Shift
  • Engineering
  • Biotechnology / Science
  • Health, Safety, Security
  • HR Generalist
  • Communications
  • Employee Relations
  • Organizational Development
  • Research
  • Training/Development
Certified Financial Planner Board of Standards
  • Save Ad
  • Email Friend
  • Print
  • Research Salary

Job Details


Exempt position responsible for guiding workforce development research and initiatives under the Center for Financial Planning, including management of the CFP Board Career Center.


  • Research-based initiatives to attract the next generation of financial planners are identified and implemented.

  • Career paths into the financial planning profession, consistent with variable financial planning business models, are identified and promoted.

  • Career Center is managed to meet revenue goals and to ensure smooth operation of job postings and applicant activity.

  • Marketing strategies for career center and sponsorship generate growth.

  • Scholarship programs are launched and implemented consistent with policies governing individual scholarship programs.


Center for Financial Planning: Works closely with Executive Director of the Center for Financial Planning to achieve the “Workforce Development” priorities of the Center.

  • Workforce Development Advisory Group: Oversees the formation, recruitment, meeting preparation and serves as the lead staff in support of the group.
  • Research: Oversees the development and implementation of research in support of Center Workforce Development agenda.
  • Workforce Development Initiatives: In consultation with Workforce Development Advisory Group and the Executive Director, develops and implements initiatives to advance workforce development agenda.
  • Maintains necessary demographics and metrics to support and enhance the Workforce Development agenda.
  • Serve as the subject matter expert on Workforce Development research, agenda and initiatives in support of the Center’s goals.

Career Center: Works closely with technology provider for online career center on software upgrades, new product offerings, customer service issues, and marketing needs.

  • Oversees the day-to-day operations, including overseeing the handling of calls and emails from constituents about career center.

  • Creates and monitors the budget for Career Center, and ensures the program net revenue goals are achieved.

  • Based on a deep understanding of customer/user experience, identifies and fills gaps and generates new ideas that grow engagement, improve user experience and drive growth.

  • Develops and implements strategies to expand the Career, including working with registered programs, firms, associations, as well as developing new sources of job postings.

  • Manages relationships with Career Center business partners/third-party vendors.

  • Working with CFP Board Marketing Department, develops and executes marketing plan to ensure the stability and drive the growth of the Career Center.

  • Launches, executes, and manages new career center programs/resources including career fairs, onsite coaching/resume programs, articles, webinars, and other services.

  • Manages any mentoring program including implementing marketing strategies, conducting mentoring programming and outreach, and technology enhancements for the program.

  • Determines and analyzes competitive environment, including benchmarking of other career centers, and propose strategies to enhance competitive advantage.

  • Monitors and reports on performance indicators/metrics; proposes and implements adjustments as necessary to meet performance and revenue goals.

Scholarship Program: Manages scholarship programs under the Center for Financial Planning consistent with the purpose and intent of the individual programs.

  • Manages the relationship with the sponsors of all scholarship programs.

  • Works with the CFP Board Marketing and Communications departments to publicize the scholarships and solicit applications.

  • Oversees a process for acceptance of applications, independent review and evaluation of scholarship applications, and communications with applicants consistent with the specific criteria of each program.

  • Supports develop staff in generating new scholarship funds to be administered under the Center.

  • Develops policies and procedures, consistent with the mission and priorities of the Center and the scholarship sponsor(s), for administration of new scholarship funds under the Center.

Other duties as assigned.



  • Bachelor’s degree with a minimum of five years’ experience in program management, preferably in financial services.

  • Working knowledge of financial service business models

  • perience in workforce development field (training, professional development, etc) strongly preferred

  • Project management experience a plus.

  • Experience with job board operations and workforce management programs.

  • Knowledge of the business aspects in operating a successful job board.

  • Strong relationship management skills and ability to manage corporate partnerships.

  • Demonstrated public relations skills and political acumen, and ability to synthesize input from a variety of interests into a coherent strategic agenda.

  • Ability to make sound business decisions based upon data.

  • Knowledge of marketing, including establishing strategies, communications, and program launch.

  • General knowledge of finance, including ability to read and understand financial data such as program revenue, operating expenses, net income, and return on investment analysis.

  • Strong presentation skills.

  • Understanding of and familiarity with technologies underlying web or digital products.

  • Outstanding problem solving skills.

  • Ability to balance multiple projects/priorities.

Please apply by sending your resume, cover letter, and salary requirements to  CFP Board is an equal opportunity employer.

SHRM provides content as a service to its readers and members. It does not offer legal advice, and cannot guarantee the accuracy and stability of its content for a particular purpose. Disclaimer