The Certified Financial Planner Board of Standards (CFP Board) - headquartered in Washington, D.C.-is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP certification.
CFP Board seeks a highly motivated Marketing Administrator who will support initiatives to build awareness of the CFP certification; engages and converts candidates for certification.
Manages the operations of CFP Board's online store in partnership with outside vendor; drives revenue from sales of products and collateral to CFP professionals
Manages list sharing and rental arrangements with partners and firms as designated by our corporate policies and written agreements
Assists in the planning, creation and execution of e-mail marketing campaigns including creative development, copywriting, targeting and list management, deployment and measurement
Provides marketing program metrics dashboard for assigned programs
Provides detailed monthly and quarterly reports of data from e-mail marketing tools
Supports diversity initiatives of the Center for Financial Planning
Monitors and reconciles marketing budgets monthly
Monitors project timelines and budgets to ensure all are completed on-time and within budget
Serves as a contact for external project vendors
Supports the execution of the graphic production of printed marketing collateral; ensures that materials have appropriate quality, creative approval and meet all organizational standards and brand guidelines
Monitors and manages invoices for all marketing team projects
Provides administrative support Â on an as needed basis
Performs other duties as assigned
Bachelor's degree in marketing, communications or relevant field
3+ years experience in marketing, sales and/or advertising including non-profit, corporate and/or agency experience
Working knowledge of certification or membership marketing and general direct marketing (online, email, mail and telemarketing)
Experience in marketing and/or managing member engagement programs is a plus
Experience with email marketing platforms; Informz preferred
Experience with AMS databases; NetForum preferred
Proficiency in Excel, Word and PowerPoint
Well-developed analytical and problem-solving skills
Excellent oral/written communications skills
Excellent attention to detail in composing, typing and proofing written documents
Detail-oriented self-starter with high energy and the ability to work independently
Ability to adapt quickly and readily to change, and work collaboratively and thrive in a team environment
Ability to manage multiple time sensitive priorities
Knowledge of InDesign, Quark and/or other graphics software programs, HTML is a plus
To apply, send your resume and one-page letter summarizing your interest, qualifications and salary expectations. Please reference the Marketing Administrator position in your cover letter. Email your application to firstname.lastname@example.org, Attention: Director, Human Resources, CFP Board, 1425 K Street NW, Suite 800, Washington, DC 20005.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled and collaborative staff.
About CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 76,000 individuals to use these marks in the U.S. For more information about CFP Board, visit www.CFP.net.