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Manager, Social Media

CFP Board
Washington D.C.
Based on Experience
Closing date
Jun 11, 2023

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

Job Details

General Function


CFP Board seeks a highly motivated and experienced Social Media Manager who will promote awareness and build recognition of CFP Board and CFP® certification among financial planners, the public, the media, and key stakeholders. 

 The ideal candidate will have experience using their creativity and an analytical mindset to develop and grow online communities. This candidate will embrace open collaboration, possess intellectual curiosity, and thrive on building an online following to help CFP Board fulfill its strategic priorities. The Social Media Manager reports directly to the Director of Public Relations.   


Essential Functions

Social Media Channel Management

  • Collaborate with Director of Public Relations to develop overarching social media strategy, working closely with PR agency and others to help achieve CFP Board’s strategic priorities
  • Develop and maintain social media calendar for primary social channels including Twitter, LinkedIn, Facebook, Instagram, and YouTube accounts, as well as any other social channels that may be added to the strategy
  • Draft content and publish to all social channels per the content calendar
  • Define KPIs and develop monthly reports that show performance by channel
  • Develop social listening reports to aid in content development opportunities for paid social media initiatives, earned content, blog posts, and beyond
  • Use real-time engagement data, sentiment analysis, and social listening activities to continuously optimize and inform the social media strategy
  • Collaborate and maintain close relationships with cross-functional teams to maximize reach of social media efforts and ensure alignment across channels and content publishing/generating teams
  • Use analytics to boost engagement on all digital platforms, and use metrics to measure success, shifting strategy when necessary
  • Monitor print, broadcast, online and social media daily for CFP Board news and industry-related news
  • Benchmark and monitor competitors and industry leaders in social media to apply best practices
  • Prepare presentations/reports for staff as needed
  • Attend CFP Board and industry conferences/events where live social media coverage is required
  • Perform other duties as assigned 

Digital Communities Management

  • Manage and monitor CFP Board’s social media communities, regularly replying to comments, answering questions, and looking for opportunities to join conversations; triage escalated comments/questions to appropriate departments (both risks and opportunities) 
  • Regularly monitor online communities in the financial planning ecosystem to share content and engage with audiences
  • Assist in the development of social media guidelines and templates that reflect the CFP Board brand
  • Build, moderate, and grow communities on applicable social media platforms
  • Assist in the development of response guidelines and templates that address both criticisms and positive feedback
  • Develop monthly reports that showcase CFP Board risks and opportunities based on content review 
  • Monitor trends in social media tools, applications, channels, design, and strategy 

Thought Leadership & Advocacy

  • Create and monitor topic lists to enable participation in relevant online financial planning discussions
  • Assist in the development of personalized social strategies for in-house thought leaders and co-manage where appropriate; develop and post content for select LinkedIn and Twitter executive social media accounts
  • Create and manage a list of financial planning ecosystem thought leaders and influencers and assist in strategy development to engage and partner with these individuals
  • Monitor both internal and external thought leadership account activity and escalate potential opportunities to appropriate team members. 
  • Create and maintain social media resource center for staff, Board members, and CFP Board Ambassadors, with tools, resources, and reports 


Background/Skills/Abilities Preferred

  • Bachelor’s degree in English, journalism, communications, public relations, marketing, or related discipline
  • 5-7+ years of social media management experience 
  • Advanced experience with major social media platforms (Twitter, LinkedIn, Facebook, Instagram, YouTube, TikTok, Reddit)
  • Proven track record of handling and organically growing social media accounts for a midsize to large organization
  • Proven experience using publishing, curation, monitoring, and reporting tools such as Meltwater, Hootsuite, or others
  • Thorough knowledge of social metrics with the ability to measure, analyze, and evaluate content performance on social media platforms for continuous enhancement
  • Experience devising and implementing large-scale social media campaigns
  • Proficient at graphic design, using apps such as Adobe Creative Suite or Canva 
  • Demonstrated proactive project management skills, ability to juggle short-term and long-term tasks/responsibilities on deadline
  • Exceptional writing, editing, and proofreading skills, with strong attention to detail and ability to convey complex information accurately and concisely in an understandable manner
  • Exceptional interpersonal skills, including ability to work collaboratively and establish strong working relationships with key colleagues within CFP Board as well as with outside partners and vendors
  • Self-motivated, problem-solver with ability to develop alternative solutions
  • Proficiency with Meltwater Social Media Management Tool, Smartsheet, Microsoft Office


This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time. 

To apply, submit your resume, three examples of successful social media campaigns (of no more than three pages each), and a cover letter summarizing your interest, qualifications, and salary expectations. Submissions without campaign examples and a cover letter will not be considered. 


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.

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