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CFP Board · 7 hours ago

Managing Director, Program Development

Washington, DC

Full-time

Hybrid

Senior Level, Lead/Staff

$210K/yr - $225K/yr

10+ years exp

CFP Board is the professional body for personal financial planners in the U.S., and they are seeking a Managing Director of Program Development to lead the innovation, development, and delivery of programs that enhance the financial planning profession. The role focuses on developing initiatives that support CFP professionals, increase diversity, and foster an academic community while collaborating with various stakeholders to achieve organizational goals.

BankingFinanceFinancial ServicesProfessional Services

Comp. & Benefits

Responsibilities

Serves as a key member of the Executive Leadership Team (ELT) that sets the organization's strategic direction

Drives and documents overall program development business strategy

Identifies and leads new program opportunities aligned with organizational priorities-with a sense of urgency

Determines resourcing needs for programs identifying critical subject matter expertise and organizational capacity for success

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 Board's program development efforts

Collaborates with other CFP Board subject matter experts to broaden distribution of, and monetize existing content

Collaborates with the managing director of corporate relations to develop programs aligned with CFP Board priorities-that funders find valuable and worthy of support

Represents CFP Board to donors, partners and other external stakeholders

Identifies and tracks opportunities and marketplace trends for consideration in program development

Serves as the executive sponsor to the Women's Initiative (WIN) and Diversity Advisory Group

Maintains reporting to support and enhance the program development organizational goals

Creates program budgets and justifications; monitors and reports on status of budgets; and

Performs other duties as assigned

Qualification

Program developmentCFP® certificationStrategic thinkingMarket researchProject managementCommunicationClient focusTime managementMotivational skills

Required

Bachelor's degree in business or related field

A minimum of 10 years of experience in program development, learning and development, or organizational development

Demonstrated experience in creating new programs and reinvigorating existing programs deemed valuable by stakeholders and sponsors

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 strategic agenda

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 and volunteers

Ability to prioritize and manage multiple projects and people simultaneously, and follow through on issues in a timely manner

Strong client focus

Excellent time and project management skills; detail-oriented self-starter with high energy and the ability to work independently, accurately and on schedule

Exceptional oral, written and presentation skills, and equally strong listening skills

Ability to communicate effectively with multiple levels within the corporate community, including but not limited to board-level executives, CEO, and C-suite officials

Entrepreneurial initiative, determination, and energy

Ability to motivate staff in achieving and surpassing objectives