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Manager, Human Resources Workplace Learning & Performance

CFP Board
Washington D.C.
Based on Experience
Closing date
May 4, 2024

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

Job Details

General Function

Under supervision by the Director, the Human Resources Manager manages the design, development and administration of workplace learning and performance management process, learning and development programs and succession planning.  Collaborates with Manager, Human Resources and Director, Human Resources in the administration of the HRIS System (applicant tracking, onboarding, benefits, employment and payroll records), and benefits programs for departmental coverage and project execution.  Partners with the Director, Human Resources to develop, manage, and effectively execute initiatives which align with organizational goals and objectives. 

Essential Functions

Performance Management

  • Assists Director with the goal-setting process, employee performance review cycle, incentive compensation and the maintenance and ongoing development of the online performance management system 
  • Train new hires and new supervisors on the performance management process to include online performance system 

 Talent Development

  • Develop and lead talent development programs or initiatives, to include content supervision, logistics and communications, and post-program analysis, addressing CFP Board’s culture and core-values in a cost-effective solution in accordance with identified organizational needs 
  • Create a strategy for talent development to engage learners through multiple mediums: on demand, live learning and blended 
  • Structure learning plans through data gathered through the performance management process and needs identified by executive leadership to grow employee skill needs 
  • Identify internal resources or external vendors/facilitator to develop 
  • Assists with programs  
  • Proactively and routinely assess training and development needs through surveys, interviews, focus groups to evaluate the success of HR programs and initiatives  
  • Collaborate with Manager, Human Resources to create communications strategies to increase employee engagement and participation with HR programs 
  • Partner with Manager, Human Resources to develop and plan benefits, welfare and wellness programs to include health and welfare benefits fair 

Other Duties

  • HRIS 
    • Delivers support to end users, resolves issues with key partners 
    • Trains staff and new HRIS users on processes/functionality
    • Maintain integrity of all employee data across all HR systems
    • Leverages capabilities of HR system for performance management, employee development, employee record maintenance, talent acquisition, onboarding, background screening and benefits enrollment processes 
  •  Onboarding 
    • Ability to assist and deliver new hire onboarding program, as needed 
    • Ensures new hires receive appropriate resources, training, and engagement for assigned program areas for optimal assimilation 
    • Periodic check ins with new hires and supervisors, as needed 
  •  Benefits 
    • Working knowledge of benefits administration in HRIS for HR team coverage, to include: medical, dental, vision, group life, disability, retirement, paid time off, and leave of absence programs (compliant with local and state laws) 
    • Collaborate with HR team to participate in benefit plan design and annual benefit plan renewal discussions with internal resources and external consultants and vendors 
    • Assist with annual open enrollment and wellness initiatives, as requested 
  • Manages relationships with vendors, benefit carriers and consultants 
  • Maintains knowledge of current local and federal laws, and benefit plan documentation to ensure organizational compliance 
  • Assist HR team with the exit process for terminating staff 
  • Assists with other human resources projects, as needed 


  • Bachelor’s degree or the equivalent combination of education, certification and experience 
  • Human Resources professional certification required – SHRM or other accredited certification 
  • Talent development accredited certification, a plus 
  • A minimum of five years’ experience as a generalist or other HR roles demonstrating increasing responsibility  
  • Experience in program management and use of program management tools  
  • Ability to implement talent development programs and activities  
  • Ability to analyze training needs to implement strategies and programs  
  • Outstanding interpersonal, written and verbal communication skills  
  • Collaborative team-player able to thrive in a fast-paced, rapidly changing environment with the ability to organize multiple and varied assignments 
  • Knowledge of local and federal employment laws  
  • Ability to consistently demonstrate high integrity, discretion, and confidentiality 
  • Proficiency in Microsoft Office applications and HR Systems; experience with ADP or similar HR system required  
  • Ability to build and maintain productive working relationships with employees at all levels 

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.  

CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. 

This position works on programs which are part of the 501 (c)(3) and 501 (c)(6). 

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

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.


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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