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Managing Director, Program Development

CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING
Washington, DC Full Time
POSTED ON 12/12/2025
AVAILABLE BEFORE 2/11/2026
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 professionStimulate and nurture a vibrant and prolific academic community conducting research that advances the profession and helps certificants deliver better advice to the public;Leverage existing CFP Board content to develop new, revenue-generating distribution channels;Support CFP professionals in complying with laws, regulations and CFP® standards;Help candidates prepare for and pass the CFP® exam;Enhance the value of CFP® certification; andPosition CFP Board as the professional body for financial planning.Responsibilities encompass conference and event programming as well as delivery of compelling content through online and print channels. In addition, the position contributes to a culturally competent financial planning profession. Managing Director of Program Development collaborates closely with the Managing Directors of Research, Workforce, and Corporate Relations -all reporting directly to the Chief Program Officer.Key AccountabilitiesServes as a key member of the Executive Leadership Team (ELT) that sets the organization's strategic direction;Drives and documents overall program development business strategy;Identifies and leads new program opportunities aligned with organizational priorities-with a sense of urgency;Determines resourcing needs for programs identifying critical subject matter expertise and organizational capacity for success;Assesses existing programs for impact, value and relevance; sunsets non-performing efforts with political sensitivity;Builds external partnerships with academia, thought leaders, and others in the financial advice ecosystem that can be helpful to CFP Board's program development efforts;Collaborates with other CFP Board subject matter experts to broaden distribution of, and monetize existing content;Collaborates with the managing director of corporate relations to develop programs aligned with CFP Board priorities-that funders find valuable and worthy of support;Represents CFP Board to donors, partners and other external stakeholders;Identifies and tracks opportunities and marketplace trends for consideration in program development;Serves as the executive sponsor to the Women's Initiative (WIN) and Diversity Advisory Group;Maintains reporting to support and enhance the program development organizational goals;Creates program budgets and justifications; monitors and reports on status of budgets; andPerforms other duties as assigned.Position RequirementsBachelor's degree in business or related field; graduate degree preferredA minimum of 10 years of experience in program development, learning and development, or organizational development; project management experience a plusCFP® certification a plusDemonstrated experience in creating new programs and reinvigorating existing programs deemed valuable by stakeholders and sponsorsStrategic thinker with the ability to identify and articulate creative solutions to problems related to program development and educationDemonstrated political acumen and ability to synthesize input from a variety of interests into a coherent strategic agendaAbility to conceptualize, interpret and use market research to advance business strategy and to make sound business decisions based upon dataHigh level of professionalism and ability to work well with all levels of internal management, staff and volunteersAbility to prioritize and manage multiple projects and people simultaneously, and followthrough on issues in a timely mannerStrong client focusExcellent time and project management skills; detail-oriented self-starter with high energy and the ability to work independently, accurately and on scheduleExceptional oral, written and presentation skills, and equally strong listening skillsAbility to communicate effectively with multiple levels within the corporate community, including but not limited to board-level executives, CEO, and C-suite officialsEntrepreneurial initiative, determination, and energyAbility to motivate staff in achieving and surpassing objectivesAbout CFP BoardCFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit. CFP Board of Standards (501 (c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER™ certification - widely recognized by the public, advisors and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical financial planning.CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge.This position is part of the 501 (c)(3) entity and is based in the Washington D.C. office. The CFP Board works a hybrid schedule, which could be changed at any time. Travel is required of this position.For confidential consideration, please email your resume and cover letter to: CFPBoardMDPDSearch@vettedsolutions.com or call 1 202 544 4749.

Salary : $210,000 - $225,000

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