Jobs at CFP Board

Supports certification operations by processing certification matters, applying policies, researching stakeholder inquiries, maintaining records, preparing reports, and managing escalated cases. The role identifies process improvements, supports workflow and technology enhancements, develops procedures and training materials, and collaborates across departments to ensure consistent certification lifecycle execution and responsive stakeholder service.

Leads CFP Board stakeholder communications across email, newsletters, web, and other channels. Sets editorial strategy, calendars, messaging standards, and content priorities; oversees annual report production, awards submissions, digital content, and high-visibility organizational communications. Manages communications staff, coordinates cross-functional contributors and vendors, translates complex initiatives for diverse audiences, and partners with executive, public relations, social media, and web teams.

Manages fundraising operations, donor database and gift processing, reporting, donor communications, prospect research, cultivation, stewardship, and engagement events. The role develops proposals, appeals, and impact reports; maintains systems and workflows; supports major donor strategies; and collaborates with leadership, board members, Finance, IT, and Marketing. It requires strong writing, project management, relationship-building, discretion, and nonprofit fundraising experience.

Directs the CFP Examination program, overseeing psychometrics, exam development, accreditation compliance, outsourced exam delivery, vendor performance, registration, accommodations, audits, corrective actions, and examination operations staff. The role modernizes assessment processes, ensures exam validity and security, manages volunteers and vendors, and collaborates across departments to improve the certification lifecycle.

Leads CFP Board’s enterprise marketing and communications strategy across brand, advertising, digital marketing, public relations, media relations, internal communications, and public awareness. Oversees campaigns, CRM, digital experiences, analytics, crisis communications, budgets, agencies, vendors, and a high-performing team. Partners with executives and organizational leaders to strengthen reputation, increase stakeholder engagement, advance strategic priorities, and deliver measurable marketing and communications results.

Supports public relations and social media initiatives by monitoring news and trends, compiling media clippings, drafting social and PR content, assisting with multimedia production, maintaining media databases, preparing reports, and supporting events, pitches, research publications, and agency deliverables. The role is part-time, lasts up to 10 weeks, and follows a flexible hybrid schedule.

Manages CFP Board relationships with financial services firms to grow CFP professional adoption and support strategic initiatives. Develops business development plans, oversees sponsor stewardship and renewals, engages senior stakeholders, coordinates cross-functional programs, and creates conferences, webinars, research, scholarship, and partnership opportunities. Uses data, marketing and sales strategies, presentations, and relationship management to achieve organizational goals and strengthen firm partnerships.

Provides senior technical support for NetForum AMS, integrations, authentication services, and downstream SaaS platforms. Troubleshoots application, data, API, and integration issues; develops SQL queries, scripts, reports, and stored procedures; supports testing, releases, configuration, and documentation; and partners with users, vendors, and internal teams to resolve incidents and improve business-critical systems.

Provides confidential, high-level administrative support to the CEO, including complex calendar and travel management, communications, expense and board report processing, meeting and event logistics, and executive office coordination. Manages projects, stakeholder communications, tracking tools, and quality control while supporting CEO, board, executive leadership, staff, and volunteer activities.

Supports enterprise business systems by gathering requirements, mapping processes, managing IT projects, configuring systems, coordinating testing and UAT, resolving application issues, executing data queries, and delivering user training. Partners with business stakeholders, technical teams, vendors, and consultants to improve processes, ensure data quality, and align AMS and integrated SaaS applications with organizational goals.