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Senior Manager, Government Relations & Public Policy

CFP Board
Washington D.C.
Based on Experience
Closing date
Jun 19, 2024

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

Job Details

General Functions

Under general supervision, the Senior Manager of Government Relations and Public Policy advances CFP Board’s federal and state legislative priorities and promotes CFP Board’s agenda to Members of Congress, their staff, state legislative bodies and organizations, and others who influence federal and state policymaking.  The ideal candidate will have strong knowledge of and experience with legislative processes and culture, and an ability to work independently and collaboratively.  


Essential Functions

  • Using software and other resources, monitor, track, research and analyze federal and state legislative proposals to determine policy implications of key bills in issue areas that are CFP Board priorities. Monitor committee hearings, briefings, and mark ups, as necessary.
  • Under the direction of the Managing Director, lead outreach to congressional and committee staff in a bipartisan fashion on organizational policy goals. Develop and maintain a working relationship with key Hill contacts. 
  • Develop and implement CFP Board’s legislative priorities by developing and assessing legislative strategies, including communications and alliances in support of the legislative priority.
  • Conduct research and analysis as necessary to support advocacy initiatives.
  • As requested, represent CFP Board in Capitol Hill meetings and at conferences, receptions, and other events.
  • Collaborate with the Managing Director and outside lobbying firm on the development of a targeted outreach plan to support engagement with congressional members and staff, including committee staff, of strategic importance to CFP Board.  
  • As directed by the Managing Director, draft, process internally, and disseminate CFP Board’s written communications to Capitol Hill or other policymakers, including state legislatures.  This includes organizational letters to Congress, position papers, fact sheets, testimony, and other written documents.
  • Collaborate with marketing and communication department to promote CFP Board advocacy efforts.
  • Serve as department lead for business process and public policy data and documentation.  Ensure that an organized and accessible repository of CFP Board's public policy positions is maintained.
  • In furtherance of CFP Board’s policy agenda, help to build and strengthen strategic partnerships with various stakeholders, such as financial services firms, industry trade associations and investor advocate groups.  Participate in approved coalitions to promote CFP Board's legislative and public policy positions, playing a leadership role when appropriate.
  • Consult/advise on certificant advocacy engagement, as requested.
  • Other duties as assigned by the Managing Director.


Background/Skills/Abilities Preferred

  • Bachelor’s degree.
  • 7+ years’ experience working as staff on Capitol Hill or in a position that provided experience working with Congress, and demonstrated knowledge of the legislative process, congressional operations, and culture.
  • Knowledge of and experience working on financial services policy issues preferred, but not required.
  • Familiarity with regulatory policy or rulemaking preferred, but not required.
  • Demonstrated communication skills, especially the ability to communicate policy ideas and legislative proposals concisely and effectively – both in writing and orally.
  • Strong networking and relationship building skills. 
  • Experience building and working in coalitions.
  • Ability to work in a team environment.
  • Professional, confident, and approachable demeanor. 
  • Self-directed and detail oriented.
  • Excellent organizational, project management, and time management skills with strong attention to detail. 
  • Ability to multi-task various assignments, prioritize work, adjust to multiple demands, and meet deadlines.
  • Possess a proactive work style that anticipates the need of their supervisor and colleagues.
  • Ability to take personal responsibility and ownership for delivering on organizational commitments.
  • Flexibility to adjust and contribute to continually evolving work situations and changing priorities.


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

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

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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