The Managing Director for the CFP Board Center for Financial Planning is an executive staff position responsible for developing and managing programs that increase the diversity and sustainability of the financial planning profession and raising funds. This position must also ensure a robust Body of Knowledge and a respected academic home for financial planning and related discipline faculty. The Managing Director will report to the Chief Executive Officer of the Certified Financial Planner Board of Standards, Inc.
Partners with the CEO in setting the strategic direction of the Center for Financial Planning.
Partners with various volunteer advisory groups to guide implementation of programs aligned with CFP Board’s strategic priorities and facilitates outreach and connections to help the Center achieve ongoing financial viability.
Oversees Center fundraising and ensures programmatic budgets are in line with funds raised.
Develops strategies and executes programmatic initiatives that serve the Center’s mission including Workforce Development, Workforce Diversity and Body of Knowledge/Academic Initiatives.
Directs research initiatives that add to the financial planning Body of Knowledge; manages the on-going evaluation of the Center’s research plan.
Identifies synergies and designs partnerships with financial services firms, educational institutions and financial planning professionals in advancing Center goals.
Achieves fundraising goals and revenues, long term and annual, that are sufficient to sustain and grow the Center.
Ensures that potential donors understand the value of the Center and are willing to provide substantial supports.
Develops and executes an operational plan to effectively and efficiently achieve the annual and multi-year Center goals.
Manages the overall work activities of employees within the Center, including establishing performance objectives, conducting performance reviews, and facilitating employee development.
Develops and cultivates internal relationships with matrixed resources to facilitate the Center’s outreach and goal achievement.
Consistently lives and models the organization’s core values, leadership and personal competencies.
Performs other duties as assigned.
THE CENTER FOR FINANCIAL PLANNING
The Center for Financial Planning is an initiative of CFP Board.
The financial planning profession faces significant challenges as its workforce ages while Americans’ demand for financial planners continues to increase. The current workforce does not represent the diversity of the public that it serves. The profession faces a shortage of qualified faculty to teach the next generation of financial planners and conduct academic research that contributes to the financial planning body of knowledge.
These challenges are larger than any one organization or firm can tackle on their own and require a unified effort across all corners of the profession. The CFP Board Center for Financial Planning serves as the catalyst—bringing together CFP® professionals, firms, educators, researchers and experts—to address these challenges and build a more diverse and sustainable financial planning profession that can secure the financial future of all Americans.
Every American has access to competent and ethical financial planning advice.
To create a more diverse and sustainable financial planning profession.
EXPERIENCE AND QUALIFICATIONS
Successful design and implementation of a portfolio of comprehensive programs, initiatives and special events aligned with the organization’s mission and objectives, as well as donor’s goals.
Broad knowledge and experience in cultivation and solicitation of major donors, corporate giving and sponsorship, individual and planned giving.
Experience with diversity and inclusion, corporate social responsibility and/or academic initiatives or workforce development programs would be a plus.
Ability to identify, recruit and engage volunteers effectively to deliver high quality programs aligned with the Center's mission.
Ability to effectively oversee, interpret and evaluate research products.
Understanding of financial services firms, educational institutions and financial planning practitioners desired.
Demonstrated ability to build, develop, and lead a team of high-performing individuals.
Strategic thinker with the ability to identify creative solutions to industry problems.
Awareness, understanding and accountability for financial performance including planning, budgeting and forecasting.
Exceptional written, oral, interpersonal and presentation skills.
Results-oriented, strong organizational and prioritization skills, ability to multi-task, work collaboratively across the organization and with outside partners; ability to meet critical deadlines.
High ethical standards and appropriate executive presence that instills confidence.
Bachelor’s degree in business or related field; advanced degree preferred.
Minimum of 10 years of progressively responsible leadership positions, with strong preference for successful fundraising experience.
Recruitment for this position is being handled by Vetted Solutions. Vetted Solutions is a Washington, DC based executive search firm specializing in association, nonprofit, and hospitality/destination marketing community, recruiting and consulting. We focus on senior staff and CEO positions. For confidential consideration, please email your resume and cover letter to: CFPBOARDMDsearch@vettedsolutions.com or contact Vetted Solutions at + 1 202 544 4749.