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Managing Director, Center for Financial Planning

CFP Board
Washington D.C.
Based on Experience
Closing date
Aug 1, 2022

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Job Role
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary
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Job Details

General Function 

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.

Key Accountabilities:

  • 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 as well as community organizations 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.

Position Requirements:

  • 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.
  • Travel required.


Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

Find Us
(202) 379-2200
1425 K St NW Suite 800
United States
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