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​​Company Overview

Since 2000, the Financial Planning Association® (FPA®) has been the principal professional organization for Certified Financial PlannerTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. More than 23,000 FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Through a collaborative effort to provide members with One Connection to tools and resources for professional growth, business success, advocacy and community, FPA has become an indispensable force in the advancement of today's CFP® professional.

FPA Staff Values
Demonstrate Agreement with and Desire to Work within FPA's Staff Values. FPA staff is committed to creating a professional environment that is:

1. Respectful:

We listen to and are receptive of each other's ideas and input and assume good intent of all colleagues.

2. Collaborative:

We work together towards the same strategic objectives, recognize each department's goals and individual contributions toward achieving our mission.

3. Encouraging:

We foster a supportive culture that encourages innovation, leadership, trust, and personal and professional growth.

4. Responsible:

We act with integrity and are accountable for our actions and commitments while making positive contributions to the organization.


Position Summary

The Career Development Program Manager leads FPA's new professional and career development initiatives. The Program Manager will work closely with the Director of Professional Development to create strategies to help new CFP® professionals start and grow their careers, in alignment with FPA's strategic direction and business plan.

The Program Manager will implement initiatives that help both young CFP® professionals and career changers get a strong start in the financial planning industry. The Program Manager will also collaborate with other FPA staff and volunteers to provide new professionals with critical educational content and tools to grow their careers. This role is key to helping new professionals become immersed in financial planning communities and gain access to extensive practice management resources.

Job Responsibilities:

  • Consult with advisory groups, stakeholders, and subject-matter experts to determine the career development needs for CFP® professionals

  • Develop programs, content and communities that best serve the target markets.

  • Research new trends, opportunities, and challenges in the financial planning landscape and implement programs that help new CFP® professionals start and grow their careers  

  • Manage long-term career development strategies in collaboration with other key FPA organizational functions, such as Professional Education, Marketing, Corporate Relations, and Chapter Engagement

  • Manage and monitor budgets for all career development programs, with the ability to develop opportunities for driving revenue.

  • Build quality relationships with members, partners, leaders and staff.

Knowledge, Skills and Abilities:

  • Excellent project management skills and at least 5 years of experience in managing complex programs.

  • Experience in creating networking environments and managing professional communities

  • Excellent communication skills, with an ability to tailor messages, understand the perspectives of others, share information readily, and the ability to listen as well as give feedback in a respectful and diplomatic way.

  • Ability to work closely with staff and members with a focus on driving collaboration and operational efficiency.

  • Strong multi-tasking, planning, budgeting, writing, and time management skills including an ability to use online collaboration tools.

  • A commitment to the mission and strategic direction of FPA and its members.

  • Experience in professional associations or non-profit organizations is a plus.

  • Experience in Financial Services is a plus.

  • Willingness to travel as needed.

  • Willingness to locate in Denver is required.


Reporting Structure:
This position reports to the Director of Professional Development

Updated: January 23, 2015