Investments & Wealth Institute · 6 days ago
Certification Program manager
Colorado, United States
Full-time
Onsite
Mid, Senior Level
5+ years expThe Investments & Wealth Institute is a premier professional membership association and leading credentialing authority for wealth management certifications. The Certification Program Manager will manage certification programs, ensuring quality delivery and support for candidates throughout their education and certification process.
ConsultingFinancial ServicesNon ProfitRetirementWealth Management
Responsibilities
Ownership of specific Education Program SOP documents and processes
Ownership of specific association management technology processes (training available)
Assist in maintaining program materials for each program and class
Coordinate logistics with Registered Education Providers to support a quality education program experience
Report CE to IWI & CFP Board on behalf of designees
Prepare and organize candidate documentation
Maintain Program calendar for Organization
Ownership of specific program logistics planning and management
Act as host or co-host (MC) during Cohorts
Work together with the Event Planning Team on program and candidate event details
Engage in the production of program materials (PowerPoint Presentations, PDFs, etc.)
Assist the Associate Director of Programs with instructor/speaker procurement and support
Process and record data from program evaluation surveys including net promoter score
Act as a coach and consultant to current education program candidates
Serve as a point of contact for candidates in assigned certification programs along with backup and support for all current and potential candidates
Engage in candidate communications
Serve as backup support for tracking candidate progress and coordinate communications with candidates regarding their progress
Maintain an active class list of candidates
Respond to all program inquiries (phone/email) in a timely, professional manner
Utilize appropriate technology for communication to program candidate groups and maintain processes for engaging candidates through this and other tools, when suitable
Support Sales Team efforts by providing critical updates, sharing program experiences
Assist in the update of quiz and chapter questions for CPWA, CIMA and RMA certifications
Host and/or deliver program webinars, as needed
Work with operational teams for certification programs
Work with outside organizations, suppliers and vendors, as needed
Participate in training sessions to receive updated information about new and current programs, services, application processes and certification requirements, etc
Carry out such other responsibilities as may be delegated by supervisor and Institute Leadership
Qualification
Required
Bachelor's degree or related Certification (in training & development or meeting planning) and 5+ years working in an education or association environment preferred
Comfort with coaching and consulting activities
2+ years – demonstrated proficiency with learning management system platforms preferred
Experience in Financial Services Industry preferred
Experience working in client or member services along with serving sophisticated clientele is preferred
Experience in public speaking for in-person and virtual events, preferred
Comfort and ease in managing multiple programs simultaneously
Experience with online learning technologies
Experience working with a variety of organizational stakeholders including members, students/candidates, instructors/speakers, and volunteers, preferred
Advanced knowledge of the Microsoft Office Suite including Word, Excel and PowerPoint
Advanced knowledge of video conferencing platforms including Zoom
Ideal candidate is a quick, receptive, and intuitive learner and is comfortable learning new technologies
Ability to work well with others, motivate candidates, meet program and project deadlines, and manage tasks and activities
Positive attitude and energy with a sustainable work ethic
Excellent communication skills, both written and verbal
Professional attire (as necessary) and professional personal presentation are required
Willing and able to provide superior customer service by email, phone, and in person
Exceptional attention to detail, organizational and problem-solving skills
Flexibility with changing plans, timelines, and external events
Travel required - up to 25%, including occasional trips of 4-5 consecutive days; possible consecutive trips to accommodate in-person program and event schedules
Company
Investments & Wealth Institute
Investments & Wealth Institute provides investment consulting and wealth management services to individual and institutional clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sean Walters, CAE
Chief Executive Officer
Angie Lutterman
Chief Financial Officer
Recent News
Investment News
2026-01-05
EIN Presswire
2025-10-31
2025-10-28
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