Responsibilities

• Growth & Programs Ownership: Plan and execute annual marketing plans for CFP Board programs including Financial Planning Review, Pro Bono, Emeritus, CE webinars, and online store revenue.
• Lifecycle & Renewal: Design multi-channel campaigns to boost certification renewals, reduce churn, and win back lapsed certificants.
• Analytics & Partnerships: Analyze data from NetForum, Tableau, HubSpot and GA4, report insights to the marketing team, and coordinate data sharing with partner organizations (NAPFA, FPA, Quad-A).
• Conference & Events: Support annual conference planning and marketing execution, and represent CFP Board as an exhibitor at external events.
• Vendor & Budget Management: Manage external vendors (print/mail, digital certificates, framing, mobile apps) and oversee annual marketing budgets and revenue plans.
• Internal Storefront & Merchandising: Manage the online store and branded merchandise for CFP Board and events, including staff-requested items.

Requirements

• Bachelor’s degree in business, marketing or related discipline.
• Minimum five years of experience developing marketing plans with measurable KPIs.
• Strong analytical skills with the ability to translate data into actionable insights.
• Proven project ownership from planning through execution and evaluation.
• Collaborative, cross-functional influence and partner relationship skills.
• Proficient in Microsoft Office; understands website analytics best practices.
• Excellent oral and written communication; able to manage multiple tasks and realistic action plans.
• Experience with integrated, multi-channel campaigns across email, direct mail, and telemarketing.
• Experience managing external vendors and cross-functional relationships; travel to events up to 5 per year.
• Budget and P&L experience; strong initiative and attention to detail.

Preferred

• Intermediate to expert level administrator in email marketing tools; HubSpot
• Beginner to intermediate user of business intelligence tools, Tableau