Marketing Specialist

CFP Board
Washington D.C.
Based on Experience
Closing date
Sep 30, 2022

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Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

General Functions

Under general supervision, supports organizational “access” initiatives and activities that engage with candidates for CFP® certification, ensuring they advance successfully through the certification process, as well as supports renewal and reinstatement marketing communications to current and former CFP® professionals.   Supports production and creative design for department collateral and resources and promotes CFP Board products and events as assigned.

Essential Functions

  • Works with Marketing team, marketing agency, and other internal departments to execute marketing programs
  • Supports a broad range of marketing activities designed to support candidates through the  CFP® certification process
  • Uses data to monitor and report on program/campaign progress and effectiveness 
  • Supports marketing efforts that include email, direct mail, digital advertising, telemarketing, web, and other channels in support of organizational goals
  • Coordinates production, print, and mailing of direct mail programs – including providing printer specs, receiving, and evaluating costs, managing postage requests, executing mailings, and receiving invoices
  • Reviews and approves emails, collateral, and mailing proofs for accuracy
  • Writes, edits, and proofreads copy for various marketing pieces including emails, collateral, web site content, reports.
  • Oversees candidate engagement program (practice exams, mentor program, career center, handbooks and toolkits, webinars, others TBD) marketing communications as assigned – including mail, email, digital ads, website copy, and telemarketing with an emphasis on editing and approving copy, overseeing vendor activity, providing lists for projects, maintaining inventory, on time project execution, and reporting results
  • Executes product sales, book sales, and conference promotions as assigned
  • Maintains a schedule of data pulls and transfers for project execution with marketing agency
  • Provides weekly status reports to Marketing Director for all assigned projects
  • Tracks program expenses and approves invoices as required 
  • Updates program dashboards and presents marketing results in written, PowerPoint, and oral formats
  • Performs other duties as assigned 


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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