![CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING](https://media.trabajo.org/img/noimg.jpg)
Manager, Student Engagement
4 weeks ago
Under limited supervision the Manager of Student Engagement serves as the CFP Board champion to drive great outcomes for current and prospective college and university students pursuing financial planning careers. This position will oversee activities and programming that supports and enhances student enrollment and experience in the financial planning and CFP® certification pathway. They will be instrumental in ensuring student success in financial planning programs at partner colleges and universities. In partnership with other CFP Board staff, propose, plan, and implement strategies to impact key metrics such as student enrollment, engagement, satisfaction, retention/graduation rates, and registration for the CFP® exam.
Essential Functions
- Under the guidance of the Managing Director, Workforce, implement the Student Engagement and Acceleration program, which includes engaging registered program directors, faculty, and students to increase the capacity of financial planning graduates pursuing pathways to CFP® certification.
- With the Director, College and University Relations, engage with Universities and Higher education providers on programs that facilitate student pathway to CFP® certification.
- With the Director of Education and Director of Marketing, engage with student candidates in the certification journey, providing support and strategic guidance on certification requirements.
- Engage with colleges and universities to help enhance the financial planning student experience and interest in financial planning studies including recruitment, retention, and completion.
- Lead the collection, organization and analysis of student data including courses taken, majors and minor areas of studies and related information.
- In collaboration with IT, regularly monitor and report registered program student KPIs such as enrolment, graduates, exam takers, and pass rates by program.
- Liaise with certification staff in education, experience and exam in initiatives that help prepare and support students to pursue financial planning as a career and CFP® certification.
- Liaise with the Financial Planning Association student chapters/members to facilitate CFP® certification.
- Actively partner with Marketing and Communication and other departments to communicate the value proposition of a financial planning career/profession to college bound high school students, university students, and other relevant career influencers.
- Monitor and report on trends affecting college enrollment and graduation rates, including data on gender, race and ethnicity.
- Identify, track and report on competitive conditions that impact student’s decision to pursue a financial planning career.
- Understand the prospective higher education institutions’ end customer and proactively identifies future growth opportunities for alignment with the CFP® certification.
- Handle, resolve, and negotiate complex issues with college/university partners on student experience and liaise with executive leadership when needed.
- Help enhance CFP Board’s reputation and image among college/university stakeholders.
- Performs other duties as assigned.
Qualifications
- Bachelor’s degree in education or liberal arts, master’s degree a plus.
- Minimum of 5 years of experience working in higher education.
- Experience building relationships with university faculty, senior administrators, student groups and community partners.
- Deep understanding of current challenges facing higher education institutions and current trends in university student engagement.
- Experience working with or at a Not-for-Profit organization (preferred)
- Self-starter with excellent organizational and communication skills
- Knowledge of financial planning is not required but a willingness to learn about the profession is essential.
- Ability to collaborate with other staff to deliver results as well as to work autonomously and as part of a team.
- Strong written and oral communication abilities with exceptional listening skills.
- Demonstrated project management skills.
- Proven determination and the energy that drives work necessary to achieve goals with an optimistic and positive attitude.
- Strong organizational and time management capabilities but agile and flexible to adapt to changing priorities or expectations.
- Ability to multi-task in high pressure environment.
- High level of confidentiality, professionalism, and diplomacy.
- Outstanding attention to detail.
- Good computer literacy with the ability to learn in-house systems including databases – advanced knowledge of Microsoft Excel, Word, PowerPoint, and experience working with a Content Management System (CMS) (preferred).
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 nearly 100,000 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.
-
Manager, Student Engagement
2 months ago
Washington, United States Certified Financial Planner Board of Standards, Inc. Full timeUnder limited supervision the Manager of Student Engagement serves as the CFP Board champion to drive great outcomes for current and prospective college and university students pursuing financial planning careers. This position will oversee activities and programming that supports and enhances student enrollment and experience in the financial planning and...
-
Manager, Student Engagement
4 weeks ago
Washington, United States Certified Financial Planner Board of Standards, Inc. Full timeUnder limited supervision the Manager of Student Engagement serves as the CFP Board champion to drive great outcomes for current and prospective college and university students pursuing financial planning careers. This position will oversee activities and programming that supports and enhances student enrollment and experience in the financial planning and...
-
Manager, Student Engagement
2 months ago
Washington, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full timeJob DescriptionJob DescriptionUnder limited supervision the Manager of Student Engagement serves as the CFP Board champion to drive great outcomes for current and prospective college and university students pursuing financial planning careers. This position will oversee activities and programming that supports and enhances student enrollment and experience...
-
Student Engagement Liaison
3 weeks ago
Washington, United States Perkins Management Services Comp Full time**Job Title**: Student Engagement Liaison **Location**: Various locations (requires travel); Home Base will be Washington, DC **Start Date**: July 27th, 2024 (in preparation for the Fall Semester) **Position Overview**: **Key Responsibilities**: - Student Government Association (SGA) Interaction: Engage daily with SGA leadership at each client...
-
Student Engagement Liaison
4 weeks ago
Washington, United States Perkins Management Services Company Full timeJob DescriptionJob DescriptionJob Title: Student Engagement Liaison Location: Various locations (requires travel); Home Base will be Washington, DCStart Date: July 27th, 2024 (in preparation for the Fall Semester)Position Overview:Perkins Management Services is seeking a dedicated Student Engagement Liaison to enhance our food service experience across...
-
Student Engagement Liaison
3 weeks ago
Washington, United States Perkins Management Services Company Full timeJob DescriptionJob DescriptionJob Title: Student Engagement Liaison Location: Various locations (requires travel); Home Base will be Washington, DCStart Date: July 27th, 2024 (in preparation for the Fall Semester)Position Overview:Perkins Management Services is seeking a dedicated Student Engagement Liaison to enhance our food service experience across...
-
Student Engagement Liaison
4 weeks ago
Washington, United States Perkins Management Services Company Full timeJob DescriptionJob DescriptionJob Title: Student Engagement Liaison Location: Various locations (requires travel); Home Base will be Washington, DCStart Date: July 27th, 2024 (in preparation for the Fall Semester)Position Overview:Perkins Management Services is seeking a dedicated Student Engagement Liaison to enhance our food service experience across...
-
Student Engagement Specialist
2 days ago
Washington, United States The Catholic University of America Full timePosting Title: Student Engagement Specialist Overview: Serves as the principal liaison to prospective students and their families. Assists in growing enrollment through various recruitment efforts both on and off campus: visiting area high schools, keeping up-to-date lists of arts programs around the country with which to be in touch, attending performing...
-
Campus Ambassador
3 weeks ago
Washington, United States Student Freedom Initiative Full timeTexas Southern University - Florida A&M - Prairie View A&M - XULA - Tuskegee - Hampton - Jackson State - Bowie State - Alabama A&M - University of Maryland, Eastern Shore - CUNY Hunter College - Florida International (Miami, FL) **I. Who We Are** Student Freedom Initiative, Inc. (SFI) is a nonprofit corporation formed under the laws of the State of...
-
Washington, United States Johns Hopkins University Full timeJob Req ID: 113985 Associate Director of Online Students Enrollment and Engagement To lead the admissions, recruitment, and student experience for online degree programs. We are seeking an whowill report to and support the Executive Director of Online/Distance Learning in marketing, admissions, recruitment, and student engagement functions...
-
Washington, United States Johns Hopkins University Full timeJob Req ID: 113985 Associate Director of Online Students Enrollment and Engagement To lead the admissions, recruitment, and student experience for online degree programs. We are seeking an whowill report to and support the Executive Director of Online/Distance Learning in marketing, admissions, recruitment, and student engagement functions...
-
Tma Coppin State: a Civic Engagement Student
5 days ago
Washington, United States AmeriCorps Full timeand second-year experiences. As mentioned above, service learning is an important outcome for students and aligns with the mission of Coppin State University. The VISTA's role will focus on developing service project opportunities, community relations connections, civic engagement experiences, and an entire class Service Day experience. The focus of this...
-
Student Ambassador II_Non-FWS
1 month ago
Washington, United States GW Student Employment Center for Career Services Full timePosition Details Position Information Fill out your application carefully and completely, including attaching the correct documents as requested. You will NOT be able to withdraw and reapply if you make a mistake. Positions may close unexpectedly if they reach a high number of applicants. It is in your best interest to apply promptly to any positions that...
-
Student Ambassador II_Non-FWS
4 weeks ago
Washington, United States GW Student Employment Center for Career Services Full timePosition Details Position Information Fill out your application carefully and completely, including attaching the correct documents as requested. You will NOT be able to withdraw and reapply if you make a mistake. Positions may close unexpectedly if they reach a high number of applicants. It is in your best interest to apply promptly to any positions that...
-
Washington, United States HR&Co. LLC Full timeJob DescriptionJob DescriptionSalary: NegotiablePOSITION TITLE: Student Trainee PD (Paid Internship)HOURS: 24 Hours per WeekTERM: 15 Weeks LOCATION: (Hybrid Position If Applicable - Washington, DC)TYPE OF ROLE: ...
-
Washington, United States HR&Co. LLC Full timeJob DescriptionJob DescriptionSalary: NegotiablePOSITION TITLE: Student Trainee PD (Paid Internship)HOURS: 24 Hours per WeekTERM: 15 Weeks LOCATION: (Hybrid Position If Applicable - Washington, DC)TYPE OF ROLE: ...
-
Washington, United States HR&Co. LLC Full timeJob DescriptionJob DescriptionSalary: NegotiablePOSITION TITLE: Student Trainee PD (Paid Internship)HOURS: 24 Hours per WeekTERM: 15 Weeks LOCATION: (Hybrid Position If Applicable - Washington, DC)TYPE OF ROLE: ...
-
Community Engagement and Outreach Manager
6 days ago
Washington, United States Illuminos Academic Coaching & Tutoring Full timeWe are looking for a Community Engagement Coordinator to join our team! Do you have experience with marketing and communications? Building and managing relationships with professionals? Do you have excellent writing skills and enjoy networking? If so, we encourage you to apply! Please read the job description in its entirety before applying. The Community...
-
Manager of Recruitment and Community Engagement
1 month ago
Washington, United States LEARN Charter School Network Full timeLEARN D.C. Manager of Recruitment & Community EngagementLEARN DC is seeking an entrepreneurial Manager of Recruitment & Community Engagement with a passion for making families feel the warmth and welcome that defines a LEARN school. LEARN is an innovative network of tuition-free, high performing college preparatory public elementary schools that was selected...
-
Manager of Recruitment and Community Engagement
1 month ago
Washington, United States LEARN Charter School Network Full timeLEARN D.C. Manager of Recruitment & Community EngagementLEARN DC is seeking an entrepreneurial Manager of Recruitment & Community Engagement with a passion for making families feel the warmth and welcome that defines a LEARN school. LEARN is an innovative network of tuition-free, high performing college preparatory public elementary schools that was selected...