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Director of Public Awareness Campaign

CFP Board
Washington D.C.
Based on Experience
Closing date
Oct 12, 2023

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

Job Details

General Functions


Responsible for programs that increase CFP® brand awareness among consumers and other brand health measures among target audiences.  The programs include a multi-million-dollar annual advertising campaign, public relations and communications, consumer-facing website (, essential research (primary, secondary, and competitive), and analytics to support the public awareness campaign goals and performance.  Working cross-functionally and in close collaboration with agency partners, this role will champion the strategy, planning and execution for the CFP® certification and CFP Board brands’ messaging and creative treatment across all awareness marketing and communications vehicles and deliverables. The Director is the brand steward ensuring consumer awareness of CFP® certification as the standard of excellence for competent and ethical financial planning. 


Essential Functions

  • Develop/improve, plan, and implement the public awareness campaign and its programs to achieve stated organizational goals. 
  • Manage advertising agency to create, test and implement annual advertising campaign within budget and schedule.
  • Oversee communication activities that support and complement the advertising campaign and ongoing consumer awareness of CFP® certification.
  • Manage the volunteer CFP Board Ambassador program, assign consumer-focused content articles to be written for, track media engagement, host quarterly webinars to foster engagement and deliver relevant volunteer resources, and produce monthly volunteer e-newsletter.
  • Evaluate and edit consumer content for, consumer-focused placed articles and press releases to ensure brand messaging and positioning.
  • Manage monthly consumer e-newsletter featuring content from 
  • Direct the design, content, functionality, and outcomes of, ensuring accuracy and timeliness of content and positive user experience.
  • Leverage consumer insights and research to drive creative development, placement, and positioning. 
  • Identify secondary research data and manage primary marketing research programs that advance and support advertising strategy.
  • Pursue and synthesize research and analytic insights to track performance, solve business problems and, as appropriate, recommend actions to achieve goals.
  • Implement ongoing consumer and/or user testing of programs (advertising, communications, website) as appropriate.
  • Present qualitative and quantitative data in a meaningful, audience-relevant manner.
  • Conduct competitive analysis of CFP® certification mind share and positioning annually and provide recommendations for improvements, if any.
  • Adopt ongoing evaluation and analysis of activities and outcomes and provide accurate, insightful information to executives.  
  • Ensure the delivery of quality, high-impact programs in advertising that elevate awareness, preference, and intent to use CFP® professionals.
  • Prepare, write and edit communications and presentations related to the campaign for the Executive Leadership Team and the Board of Directors.
  • Ensure budget and schedule compliance and provide regular briefings.
  • Drive the internal process of approvals and coordinate the logistics of campaign launches.
  • Evaluate agencies' performance and provide recommendations for improvement and other courses of action.
  • Collaborate with teams across the organization, including Legal/Compliance and Finance, for contract negotiations and agency Scope of Work (SOW) implementation.
  • Work with marketing and communications colleagues and core business teams to translate short and long-term goals into successful creative across all channels – offline and online.
  • Perform other duties as assigned.


 Background/Skills/Abilities Preferred

  • Bachelor’s degree in Marketing, Advertising, Business, or related field; master’s degree a plus.
  • 7+ years of marketing experience in advertising or brand management, including corporate and/or agency experience.
  • Demonstrated expertise in functional roles, successfully leading large-scale multi-million strategic campaigns.
  • Business acumen, intellectual curiosity and corporate maturity are essential.
  • Experience creating integrated campaigns across multiple media types and understanding how creative can be effective across varying media channels.
  • Experience developing a national media strategy, working with agencies on media buying and having a solid understanding of media performance measures.
  • Strong analytical skills, comfortable reviewing and analyzing performance metrics and ability to pivot according to data insights.
  • Excellent presentation, written and verbal communication skills are required.
  • Aptitude for problem-solving, consensus-building, and inspiring others to achieve great work.
  • Highly organized and detail-oriented; capable of working independently and being a self-starter.
  • Ability to oversee, interpret and utilize effective market research.
  • Experience developing positive and productive agency and vendor relationships.
  • Ability to adapt to changes quickly, agility in strategic thinking and tactical implementation.
  • Demonstrated ability to think strategically and creatively.
  • Flair for negotiating, persuading, and networking.
  • Proficient with all standard office software, especially PowerPoint presentation skills.


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 and one-page letter summarizing your interest, qualifications, and salary expectations. 


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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