Chief Executive Officer (CEO)
Confidential
Chief Executive Officer (CEO)
About the Company
Mission-driven organization advancing pro bono financial planning for at-risk populations
Industry
Financial Services
Type
Non Profit
Founded
1995
Employees
1-10
Specialties
- pro bono financial planning
- financial literacy
- poverty alleviation
- social services
- and volunteers
About the Role
The Company is seeking a Chief Executive Officer (CEO) to lead its mission of expanding access to pro bono financial planning for individuals in crisis or need. The successful candidate will be a dynamic, collaborative, and mission-driven leader with a strategic and financially astute approach to fundraising. Key responsibilities for the CEO include championing the organization's mission, partnering with the Board to drive strategic planning, and ensuring the delivery of technical assistance and training to support pro bono financial planning programs. The CEO will also be the chief fundraiser, responsible for increasing influence, cultivating relationships, and overseeing communications to enhance the organization's visibility and impact. Applicants for the CEO position at the company should have a Bachelor’s degree and a minimum of 10 years' senior management experience, preferably in a financial services association, nonprofit, or related environment. The role requires a proven track record in fundraising, strong communication skills, and the ability to work with diverse donor and volunteer groups. The ideal candidate will be a visionary, strategic thinker with a deep understanding of the financial planning sector and a commitment to fostering an inclusive, collaborative, and innovative organizational culture. Success in this role will be measured by the development and implementation of a strategic plan, the establishment of strong relationships with donors, and progress towards the organization's 2030 goals.
Functions
- CEO/President
$100k - $125k
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Agency: Small Business AdministrationDepartment: Other Agencies and Independent OrganizationsSalary: Starting at $151,661 Per year (ES 00)Dates: Open 07/28/2026 to 08/26/2026Schedule: Full-timeWork type: PermanentRelocation: FalsePosition ID: SES-13020485-26-KADocument ...Suggested$140k
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$176.1k - $238.2k
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$170k - $230k
...well as with software developers and IT architects. The right person for this role is a self-starter who is prepared to develop and execute against a territory coverage plan and consistently deliver on quarterly revenue targets.Key job responsibilities- Drive revenue and...Contract workFlexible hours$165k - $300k
...our clients, communities, and each other.CLA is currently seeking a Tax Principal or Signing Director to join one of our Northeast offices. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy,...Full time- ...Summary The Deputy Chief of Staff - Operations is the primary backup to the Chief of... ...requirement) - which the local Medical Staff Executive Committee deems to have provided the... ...Director through the VISN Chief Medical Officer - who may approve requests for reasonable...Full timeContract workFreelanceInternshipWork at officeLocal areaMonday to Friday
- ...Outcomes Research Institute (PCORI), in partnership with Korn Ferry, invites nominations and expressions of interest for the Deputy Executive Director for Patient-Centered Research Programs (PCRP) position. The search is being led by Lorraine Lavet, Toni Lam, PhD, and...
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$151.66k
Agency: Internal Revenue ServiceDepartment: Department of the TreasurySalary: Starting at $151,661 Per year (ES 00)Dates: Open 08/07/2026 to 08/20/2026Schedule: Full-timeWork type: PermanentRelocation: FalsePosition ID: ST-26-13028109-JJGDocument ID: 879332700Grade: ES ...Work at office$165k - $400k
...modeling and other special project engagements related to acquisitions and dispositions by private equity investor groups, family offices and strategic buyers.Work with CLA specialty tax groups as needed (SALT, International Tax, and Federal Tax Solutions).Perform tax...Full time$169.28k
Agency: Department of State - Agency WideDepartment: Department of StateSalary: Starting at $169,279 Per year (GS 15)Dates: Open 07/08/2026 to 07/21/2026Schedule: Full-TimeWork type: PermanentRelocation: FalsePosition ID: S-2026-0004Document ID: 875500600Grade: GS 15Job...$165k - $300k
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...Full time$77.6k - $176k
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