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Senior Manager - Personal Financial Planning

$120k - $140k

Association of International Certified Professional Accountants

About the Role: You will be the subject matter expert for Personal Financial Planning (PFP) and the Personal Financial Specialist (PFS) credential, overseeing the development of credentialing, technical content, expertise, and professional development. Collaborate with partners to promote the discipline, strengthen credential value, and help firms and professionals build capabilities that support growth into higher-value services. Help monitor the profession and discipline; respond to market demands to ensure AICPA members’ interests are protected through advocacy, standard setting, and growth of the section and credential. You will report to the Director – Personal Financial Planning as an individual contributor and work on a hybrid schedule. You Will: Manage the division’s committees responsible for standard setting, advocacy, technical guidance, and exam development for the PFP Section and PFS Credential. Oversee our strategic task forces based on the latest needs in the profession. Collaborate with global and domestic partners to implement our strategy, managing the development of tactics, educational programs, and resources that ensure competency, relevance, and quality across the discipline and credential. Promote awareness of PFP as a specialized discipline to lead section and credential membership growth. Serve as a subject matter expert for the discipline and credential, speaking to large groups and providing responses to member inquiries, media, technical and practice development questions, credential requirements, and regulatory issues. Act as an AICPA ambassador to influence external accounting and PFP discipline groups and regulators, national and international industry associations and membership bodies, enhancing and strengthening the division’s strategy through external relationships. Monitor legislative, regulatory, and industry landscape for developments affecting advocacy for members in the PFP discipline. You Have: 7+ years of related experience. Bachelor’s degree. How We Support You: We provide flexibility to help you achieve a good work‑life balance. You’ll be part of a global, diverse team that fosters an environment of inclusion and belonging where you are valued for who you are. We offer benefit options in and out of the workplace, including healthcare, retirement, paid time‑off, parental leave, an employee assistance program, and resources that support your mental health. We also recognize that everyone has different priorities, so in addition to our core benefits we offer flexible options for you to choose benefits that are right for you, your family, and your lifestyle. We believe in non‑stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development. About Us: At The Association, a Great Place to Work‑Certified company, we are transforming the accounting and finance profession. We are future‑focused, empowering the world’s most accomplished accountants to stay relevant, meet today’s demands, and prepare for tomorrow’s challenges through quality education, resources, and training. Learn more about The Association on LinkedIn and our Career Site. Equal Employment Opportunity: We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. Compensation: Salary Range: $120,000 – $140,000 annually. This is a standard range; exact compensation may vary based on experience and location. For additional information, please contact the recruiter listed on this posting. Interested applicants should apply by July 8th. Remote Work: This role can work remotely in the US, but we are unable to employ individuals in the state of California. Additional Information: None. #J-18808-Ljbffr Association of International Certified Professional Accountants

Vacancy posted 2 days ago
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