Manager - Corporate Relations Manager - Corporate Relations …

CFP Board
in Washington D.C., DC, United States
Permanent, Full time
Last application, 20 Oct 20
Competitive + Bonus
CFP Board
in Washington D.C., DC, United States
Permanent, Full time
Last application, 20 Oct 20
Competitive + Bonus
Certified Financial Planner Board of Standards (“CFP Board”) – headquartered in Washington, D.C. – is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP® certification.

CFP Board seeks a highly motivated Manager, Corporate Relations to provides ongoing outreach to financial services firms to engage and promote CFP® certification. The ideal candidate will embrace open collaboration, possess intellectual curiosity, and help the organization deliver results towards fulfilling our mission.


 Essential Functions:

  • Supports Managing Director in Large firm relationships, meetings, and special projects.
  • Partners with Managing Director, Corporate Relations to support mid-sized Firms relationships, including tracking trends, primary firm contact for day-to-day firm requests and questions
  • Gathers and applies intelligence on mid-sized firms and other targets to provide the organization with an understanding of the financial services landscape; identifies opportunities for outreach and cultivation
  • Collaborates across the organization to identify and strategize on building new contacts and business relationships
  • Identifies opportunities to create firm-related activities that grow the number of new CFP® certificants; provides feedback to key CFP Board staff from firm partners
  • Identifies secondary research data and manages research programs, such as white papers, which advance the organizational mission
  • Promotes CFP® certification at conferences to increase awareness of the profession
  • Collaborates with the Corporate Relations team to implement an annual firm meeting by developing program content, agenda, and enlisting speakers/presenters
  • Develops and presents content for the Financial Advice Working Group
  • Works with Communications and other staff on messaging for pitches, RFP responses, presentations, media interviews, talking points, speeches, and background briefing materials
  • Works with Marketing to produce materials to support cultivation and outreach such as collaterals, website content and one-off pieces to support business relationship efforts
  • Develops and provides relevant content on blogs, webinars, and other communication initiatives such as presentations for Board meetings
  • Collaborates with the Center for Financial Planning on funding prospects and cultivation
  • Collaborates with IT department on developing custom firm reports, reporting issues and special projects.
  • Performs other duties as assigned

Background/Skills/Abilities Preferred:

  • Bachelors’ degree in marketing, business, or related field
  • CFP® certification preferred
  • Minimum 4 years’ professional experience, preferably in the financial services industry
  • Knowledge and experience in using MS Office and Salesforce
  • Exemplary verbal and written communication skills, including the ability to communicate with precision and effectiveness across all levels and functions, strong presentation skills
  • Ability to represent the organization in a professional networking capacity
  • Ability to take personal responsibility and ownership for delivering on organizational commitments
  • Goal-oriented with the ability to work creatively and productively with colleagues
  • Demonstrated ability to plan, create and grow initiatives based on strategic assessment
  • Collaborative mindset and ability to structure mutually beneficial partnerships
  • Ability to work in a team environment
  • Significant travel required


COVID-19 Remote Working 

During the COVID-19 pandemic, CFP Board staff are working remotely. The incumbent must be able to work independently and have a dedicated space that is quiet, without interruptions and conducive to telephone work. A reliable internet connection is required.


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