The Managing Director Of Program Development Leads The Innovation, Development And Delivery Of Programs, Products And Services That Advance The Financial Planning Profession For The Benefit Of The Public. Key Areas Of Focus Include Initiatives That. Support CFP® professionals delivery of competent advice to their clients. Increase the diversity of the financial planning profession. Stimulate and nurture a vibrant and prolific academic community c...
The Development Manager plays an important role advancing the organization’s fundraising goals by overseeing development operations, managing donor data, supporting proposal and impact statement writing and coordinating donor cultivation events. This position focuses on creating, maintaining and optimizing fundraising operations that enable CFP Board to grow corporate and individual giving and that deepen donor engagement. Reporting to the Direct...
Under limited supervision, the Assistant General Counsel of Standards leads the development of standards and guidance materials concerning CFP Board’s Code of Ethics and Standards of Conduct. also provides ad hoc assistance with the adjudication of alleged violations of the Code and Standards and contributes to the development of comment letters in support of our public policy positions. Essential Functions. Works with and leads CFP Board’s Stand...
Under general supervision and in coordination with the Director, the Verification Program Coordinator ensures CFP® candidates meet CFP Board education standards for initial certification. facilitates candidate communication and reporting functions related to the education requirements. Essential Functions. Evaluate education submissions for compliance with CFP Board standards. Assists in correcting errors in education verification information upl...
The Analyst in the IT Technology Program Management team plays a key role in supporting the successful delivery of technology initiatives that advance CFP Board’s strategic objectives. Working under the guidance of the Director, Technology Program Management Office, this position manages small to medium-scale IT projects, coordinates internal and vendor resources, and ensures project milestones are met on time and within scope. This hybrid positi...
The Director of Business Systems and Analysis is responsible for the strategic leadership, management, and continuous improvement of the organization's enterprise business systems and business analysis initiatives. This role ensures that technology solutions, process improvements, and data-driven strategies are aligned with business goals, supporting operational efficiency, informed decision-making, and organizational growth. The Director will ov...
To apply, please visit. https://recruitcrm.io/apply/17413856421420013318ibK. 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 deve...
Under limited supervision, the Business Systems Analyst manages IT projects. elicits and documents requirements from staff. works with partners to develop specifications. develops test plans and coordinates and conducts testing in conjunction with department staff. ensures the organization is optimizing its use of business applications. provides recommendations on system improvements to enhance staff efficiency. coordinates and conducts staff tra...
