This job has expired

Senior Marketing Specialist

CFP Board
Washington D.C.
Based on Experience
Closing date
Aug 25, 2022

View more

Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary
You need to sign in or create an account to save a job.

Job Details

General Function 

Under general supervision, analyzes quantitative data to make insightful, data-driven recommendations that optimize marketing effectiveness and business performance. Provides insightful, actionable findings from data and research to optimize the business goals and objectives. 

 Essential Functions

  • Partners with Marketing Manager to develop and present annual cross-team marketing plan for optimizing conversions of certification candidates to certified professionals 
  • Supports acquisition, renewal, and reinstatement programs
  • Collaborates with the Marketing Manager to help create and promote new candidate engagement programs and monitor and evolve success of current engagement programs 
  • Manages marketing efforts to increase enrollment in the Candidate Referral Program, analyzes results, and distributes results reports among cross-functional teams
  • Manager in monitoring posts and monthly reporting on impact from forum engagement
  • Updates dashboards for all marketing programs, providing insights to other team members to enhance programs  
  • Writes and executes direct mail and email communications for Candidate Advocate program, including pulling lists, sending emails, and working with mailing vendor
  • Creates annual marketing plan for increasing usage of digital certificates to increase CFP® certification brand awareness
  • Manages annual practice exam marketing plan
  • Writes and presents concept documents for assigned direct response fundraising campaigns, executes the campaigns, and analyzes and reports on campaign results with recommendations for improvement
  • Manages the online store and related product sales and budgets; creates and manages annual marketing plan for increasing sales
  • Pulls relevant data from AMS and other data sources as necessary for individual analysis requests
  • Audits current reporting and provides recommendations for enhancements necessary to better track impact
  • Updates and further develops necessary variations of monthly growth prediction models 
  • Supports Marketing, Education, and Corporate Relations team’s registered programs and firm initiatives including data transfers, discounts/offer tracking, and direct response projects as assigned
  • Coordinates with external partner organizations on data matching, reporting on key metrics, and sharing information with relevant internal stakeholders
  • Serves as lead trainer for use of marketing email platform
  • 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
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar jobs