Sr. Account Manager

Job Description

Job Description

Under limited supervision, the Senior Account Manager for Corporate Growth is responsible for CFP Board’s relations with firms, focused on both the growth of CFP® professionals in assigned firms and development outreach to other financial industry firms to support CFP Board’s strategic initiatives and organizational goals.

Essential Functions:

• Partners with firms to increase financial service firm preference for and investment in CFP® certification
• Creates business development plans, strategies, segmentation, procedures, and metrics for developing broader and deeper relationships with financial service firms
• Engages with assigned firms to partner on development opportunities to support CFP Board’s mission and workforce objectives
• Oversees stewardship development and implementation for assigned sponsors and ensures timely, periodic meetings with firms to provide progress reports, track invoice delivery, and prepare for renewal discussions
• Serves as primary contact for key leadership in assigned financial service firms; initiates and grows the number and quality of relationships within assigned firms
• Collaborates with CFP Board staff to develop research, collateral and programs that help increase awareness, preference, and CFP® professional growth among firms
• Promotes to have CFP Board deliver webinars and in-person conference session presentations to drive more CFP® certificant growth
• Supports needs of firms, enlists support of CFP Board staff, as necessary, for productive partnerships and relations with firms
• Supports the development of themes, plans, and program content/agenda and speakers/presenters, for firm content of CFP Board Conference and the Financial Advice Working group that attracts and increases attendance from financial services firms aligned with annual goals
• Provides strategic input to organization to further mission and achieve goals
• Collaborates with colleagues across the CFP Board to identify and co-create scholarship and philanthropic partnership opportunities aligned with firm engagement strategies
• Oversees and refines Corp Growth protocols for assigned firms, ensuring timely fulfillment of benefits, personalized progress reporting, and regular engagement touchpoints to reinforce long-term relationships
• Serves as a central connector across CFP Board departments—including Workforce, Program Development, Development, and Marketing & Communications—to ensure a coordinated and strategic approach to firm relationship management
• Facilitates cross-functional planning and information sharing to align firm partnership efforts with workforce pipeline initiatives, research outputs, and campaign messaging
• Perform other duties as assigned

Background/Skills/Abilities Preferred

• Bachelor’s degree, preferably in business or related field
• CFP® professional in good standing and 8+ years relevant experience in the financial services industry
• Demonstrated ability to build and maintain quality relationships and collaborate with senior-level stakeholders (internal and external) and strategic partners
• Knowledge of industry channels and business models preferred
• Relationship builder with the flexibility and finesse to ‘manage by influence’
• Ability to use data to build consensus, get strategic partners on board, and to show results
• Budget management experience
• Exemplary verbal, presentation, and written communication skills, including the ability to communicate with precision and effectiveness across all levels and functions
• Excellent implementation skills including the ability to set and achieve goals, prioritize, and manage multiple initiatives simultaneously
• Ability to think strategically, tactically, and creatively
• Proven experience developing and implementing marketing and sales plans, strategies, procedures, and measurement systems
• Successful record of understanding sensitivities to organizational structures and politics and identifying anchors and brackets within firm personnel
• Strong sense of the organization’s mission and position in financial services marketplace
• Ability to take personal responsibility and ownership for delivering on organizational commitments
• Strong organizational and prioritization skills, ability to multi-task, work collaboratively across the organization, and meet critical deadlines
• Models high ethical standards and demonstrates an appropriate executive presence which instills confidence
• Ability to travel (estimated 30%-40%)

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 more than 107,000 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)(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.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $110,000.00 to $130,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.