Sr. Account Manager

CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING • Washington, DC

29d • $110,000 - $130,000 • Hybrid

About The Position

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.

Requirements

• 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%)

Responsibilities

• 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

Benefits

• In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior