Curriculum Leadership & Innovation
- Establish a forward-looking curriculum strategy that balances an exceptional student experience with enterprise partner priorities.
- Drive curriculum development projects from concept through implementation, ensuring timely delivery and quality outcomes.
- Oversee creation and revision of course materials based on industry changes, regulatory updates, and student feedback.
- Lead and mentor the broader BIF curriculum team, fostering collaboration, professional growth, and a culture of innovation.
- Deliver classroom sessions when appropriate, ensuring alignment between curriculum development and delivery for an exceptional student experience.
- Use AI tools to improve how curriculum is created, designed, and delivered, making processes faster and learning experiences more effective.
Student Success & Advanced Support
- Provide expert-level guidance to CFP® candidates.
- Resolve escalated content-related inquiries from students and faculty.
- Monitor student performance data and student feedback to identify improvement opportunities and inform curriculum updates.
- Use AI tools to enhance student support, improving the quality, accuracy, and speed of responses while delivering more personalized learning experiences.
Stakeholder Engagement & Strategic Collaboration
- Partner with sales, marketing, customer success, and operations teams to align curriculum and instructional initiatives with business goals.
- Contribute curriculum expertise and market insights during strategic planning sessions to inform decision-making.
- Gather and analyze market intelligence on curriculum trends, competitor offerings, and instructional best practices to guide program enhancements.
- Collaborate with industry partners and professional organizations to maintain competitive advantage.
Quality Assurance & Compliance
- Maintain accurate and up-to-date curriculum documentation to ensure consistency across all BIF programs.
- Ensure compliance with accreditation standards, focusing on maintaining CFP Board coursework program approval.
- Create and oversee curriculum review systems and conduct regular evaluations to uphold quality and drive improvements.
Required Qualifications
- CFP® certification.
- Minimum 5 years of experience in financial planning education.
- Minimum 3 years of project management experience.
- Proven team leadership experience.
- Expertise in virtual learning and educational technology.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects independently in a fast-paced environment.
Preferred Qualifications
- Master’s degree in Financial Planning.
- Familiarity with AI tools and applications in education.
- Experience with accreditation processes or regulatory compliance.
Key Competencies
- Curriculum strategy and leadership
- Project management and collaboration
- Educational technology and AI integration
- Data analysis for continuous improvement
- Quality assurance and process optimization
- Strategic thinking with execution
- CFP® Board compliance expertise
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What We Do
Colibri works with over 5 million professionals and partners to deliver best-in-class professional education for licensing, continuing education, test preparation, and career readiness.
We believe quality education is the foundation for success. Our mission is to help professionals achieve more in their careers, which transcends into their day-to-day lives. We do this through products and career training that help professionals become licensed, keep their license and gain the skills necessary to perform at the top of their fields.
Whether someone is just starting out or nearing retirement, our companies exist to serve individuals throughout their career so they can achieve personal and professional success.






