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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.
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
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.