Under the supervision of the Associate General Counsel, Adjudication, the Adjudication Paralegal provides critical support to department attorneys and to CFP Board's Disciplinary and Ethics Commission, including case scheduling, docket and records management, hearing material preparation, issuance of orders, and drafting correspondence with parties. Essential Functions. . Manages with other department paralegals an active docket of approximately ...
Reporting to the Managing Director – Adjudication, the Associate General Counsel helps to ensure the fair adjudication of alleged violations of CFP Board's. Code of Ethics and Standards of Conduct. and of petitions seeking CFP® certification. Essential Functions. Serves as counsel to CFP Board's Disciplinary and Ethics Commission (“Commission”), a peer-review body of CFP® professionals and members of the public that evaluates alleged violations o...
Job Description. Job Description. Under the supervision of the Managing Director of Research, the Sr. Manager for Information Science identifies, curates and repurposes content for CFP Board's searchable online information resource center that advances CFP Board's goals and helps CFP® professionals and others in the financial planning community better serve their clients and the public. This online resource center combines CFP Board-created conte...
Job Description. Job Description. General Function. Under direct supervision of the Sr. Manager, Talent Pipeline, this role is responsible for tactical execution of Talent Pipeline initiatives in support of the Workforce and Access strategic organizational priorities to grow and diversify the financial planning workforce. Programs this role will focus on include, but are not limited to, scholarships, Virtual Career Fairs, CFP Board Career Center,...
General Function. . Reporting to and in partnership with the Chief Program Officer (CPO), the Director of Development will lead the development and implementation of a comprehensive fundraising program that includes individual and corporate giving planned giving and special events. Under limited supervision and in close collaboration with the corporate growth, program development, workforce, finance, and marketing and communications teams, the Di...
Job Description. Job Description. Under the supervision of the Managing Director of Research, the Sr. Manager for Information Science identifies, curates and repurposes content for CFP Board’s searchable online information resource center that advances CFP Board’s goals and helps CFP® professionals and others in the financial planning community better serve their clients and the public. This online resource center combines CFP Board-created conte...
Job Description. Job Description. General Functions. The Senior Marketing Manager is responsible for leading a team and executing comprehensive marketing strategies that support annual certification renewals and reinstatements for CFP® professionals, campaigns for corporate partners to promote CFP® certification, programs and events, and products and services developed by departments across CFP Board. Reporting to the Director of Marketing, the S...
Under limited supervision, supports CFP Board’s organizational goals and initiatives by providing support on the maintenance of CFP Board’s websites (CFP.net, LetsMakeAPlan.org, etc.) to further enhance CFP Board’s online presence and user experience. . . . Essential Functions. . . Maintains CFP.net and LetsMakeAPlan.org sites including building webpages, updating webpages, preparing documents for web, properly placing content and general trouble...