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 team player who will interact with our partners and stakeholders to ensure the highest level of customer satisfaction; acts as a client advocate to resolve issues, and to improve processes.
The ideal candidate will embrace open collaboration, possess intellectual curiosity and help the organization deliver results towards fulfilling our mission
Essential Functions:
Manages all CE program review activities including initial reviews, correspondence for more information, or denials
Identifies and reports CE Sponsor programs and program applications which may not be in compliance with CFP Board policies and standards
Manages and maintains all CE Sponsorship applications, records, and record activities.
Upholds CE Sponsor compliance with Terms & Conditions of CE Sponsor registration agreement and CFP Board CE Sponsor policies and procedures
Engages existing and potential CE Sponsors to determine needs and measure satisfaction
Manages information and insights and generates monthly and yearly CE qualitative and quantitative reports
Analyzes competitive marketplace and industry trends to recommend new ideas for CE revenue generation
Collaborates with marketing team to develop promotional solutions for CE and Experience products
Assists in all product life cycle management activities; recommends product enhancements and updates to maintain product relevance in the market
Maintains complete documentation for all product development and management related activities
Obtains customer and stakeholder feedback for appropriate product revisions
Conducts product trainings to prospective clients
Provides first level direct support to CE partners and stakeholders by responding promptly to inquiries
Ensures timely resolution of customer issues, escalating when necessary
Collaborate with and act as the liaison to the Stakeholder Services team, and other CFP Board teams as needed
Performs other duties as assigned
Background/Skills/Abilities Preferred
Bachelor’s degree required. Experience in learning and development preferred
3+ years’ experience in a customer service role
1-3 years in a project-oriented, client-facing position
Expert proficiency in Microsoft Office; NetForum experience preferred
Experience in managing and maintaining customer relationships in a B2B environment
Strong communication and interpersonal skills
Ability to think dynamically and remain calm under pressure
Excellent organizational skills and an analytical mindset
Strong presentation skills
Strong attention to detail
Excellent influencing and diplomacy skills
Travel required
To apply, send your resume and one-page letter summarizing your interest, qualifications and salary expectations. Please reference the Product Specialist, Continuing Education position in your cover letter. Email your application to Attention: Director, Human Resources, CFP Board, 1425 K Street NW, Suite 800, Washington, DC 20005.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled and collaborative staff
About CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 76,000 individuals to use these marks in the U.S. For more information about CFP Board, visit www.CFP.net.
