CFP Board · 13 hours ago
Managing Director, Professional Practice
Washington, DC
Full-time
Onsite
Senior Level, Lead/Staff
$240K/yr - $260K/yr
10+ years expCFP Board is the professional body for personal financial planners in the U.S., focused on advancing the financial planning profession for the public’s benefit. The Managing Director of Professional Practice will provide strategic oversight of certification competency standards and lead efforts to enhance stakeholder engagement and operational excellence within the organization.
BankingFinanceFinancial ServicesProfessional Services
Responsibilities
Serves as a member of the Executive Leadership Team that sets the organization’s strategic direction and actively contributes to strategic discussions to further the CFP Board’s mission and organizational objectives
Provide strategic leadership to uphold the relevance, integrity, and operational excellence of the CFP Board’s competency standards program, ensuring it remains impactful and aligned with the evolving needs of the profession
Manages and is accountable for revenues associated with Professional Practice departments and programs
Ensure the CFP® certification examination remains a valid, reliable, and legally defensible assessment, upholding the highest professional standards
Oversees the CFP® certification processes consistently meets the annual accreditation standards of NCCA
Maintain that Education, Examination, Experience, and Stakeholder Services adhere to high-quality standards, with a strong focus on continuous improvement and excellence
Develops and fosters strong relationships with education providers to support the mission of the CFP Board
Ensures the experience requirement effectively demonstrates a candidate's capacity to provide unsupervised personal financial planning
Ensures stakeholders receive accurate, prompt, and professional service across all professional practice departments, with a strong focus on delivering high-touch, customer-focused support
Maintains thorough and up-to-date knowledge of all activities related to examinees requesting accommodations, appeals, and policy exceptions. Collaborates with the Director of Examinations and other organizational leadership to review and communicate decisions on such requests
Develops and manages operating budgets, ensuring alignment with financial goals and revenue targets
Establishes departmental and individual staff goals consistent with CFP Board’s organizational objectives and strategic priorities
Leads the recruitment, training, supervision, and performance evaluation of departmental staff in alignment with CFP Board’s human resource practices
Develops and maintains relationships with CFP® professional volunteers including registered program directors and the Council on Education
Manages the registration and oversight of education programs to ensure compliance with CFP Board’s standards
Onboards staff and provides guidance and direction in managing and upholding the standards of the Education program
Ensures the CFP® certification examination is valid, reliable, and legally defensible
Maintains the CFP® examination remains relevant as the financial planning profession evolves
Oversees the job task analysis and exam development process
Develops and nurtures relationships with CFP® professional volunteers including the Council on Exams and Item Writers
Onboards and provides direction on the administration and enforcement of the Examination program
Negotiates and manages relationship with exam administration partners and vendors
Ensures that CFP Board’s continuing education requirements address the continuing competency needs of CFP® professionals
Directs the effective and efficient review of Continuing Education Sponsor program applications
Oversee the thorough and timely review of candidate experience submissions for compliance with established standards
Continuously seeks improvements to the quality of Continuing Education programs
Enforces candidate and sponsor requirements for Examination and Continuing Education programs
Onboards and guides staff on the administration and enforcement of the Experience and Continuing Education programs
Handles and resolves complex customer service inquiries escalated by the department, ensuring adherence to quality standards and providing exceptional, high-touch service to stakeholders
Establishes and monitors key performance criteria for the Stakeholder Services Department as approved by CFP Board
Tracks, identifies, and reports critical performance measures for the Department
Ensures the Department is adequately staffed to professionally serve stakeholders
Troubleshoots and resolves process and quality issues
Qualification
Required
A bachelor's degree required
Minimum 10 years' professional experience in financial planning, professional development, examination, advisor training and/or continuing education, ideally complimented by a strong background in business operations and strategy
Demonstrated management and strategic leadership skills with a focus on guiding teams and leading leaders toward achieving quantitative and qualitative strategic goals
Proven experience in managing a department that delivers multiple services and/or programs
A strategic planner with strong technical proficiency, analytical abilities, sound judgment, and a focus on operational excellence and implementation
A well-organized, self-motivated individual who is politically astute, collaborative, and team-oriented
An intelligent, articulate professional who relates effectively to individuals at all organizational levels and possesses excellent communication skills and keen attention to detail
Skilled in addressing sensitive inquiries and concerns, delivering persuasive presentations on complex or contentious topics, and providing clear vision and leadership
Ability to travel 10% required
Preferred
CFP® certification or advanced degree preferred
Experience in association management is preferred
Financial services industry/professional experience is highly desirable
Relevant experience or involvement in certification, licensing or credentialing activities
Familiarity with examination psychometrics desired but not required
Benefits
Incentive compensation for which employees are eligible based on completion of individual goals
Comprehensive benefits package designed to support employees’ well-being and growth
Company
CFP Board
CFP Board sets and enforces standards for Certified Financial Planner certification.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin Keller
CEO
Roger Myers
CFO
Recent News
2026-02-03
2026-02-03
Investment News
2026-01-23
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