{"id":1635700,"url":"https://alion.io/job/cfp-board-sr-account-manager","title":"Sr. Account Manager","company":{"id":1781082,"name":"CFP Board","domain":"cfp.net","url":"https://alion.io/company/cfp-net","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":null},"role":"Marketing","role_family":"Marketing","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Washington, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":110000,"max":130000,"currency":"USD","period":"year","gross":null,"usd_annual":130000},"salary_estimate":null,"experience_years_min":8,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-24T13:30:00Z","employer_posted_date":"2026-07-24","last_verified_at":"2026-10-13T23:25:05Z","board_verified":true,"closed_at":null,"days_open":81,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":81},"description":"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.\nEssential Functions:\nPartners with firms to increase financial service firm preference for and investment in CFP® certification\nCreates business development plans, strategies, segmentation, procedures, and metrics for developing broader and deeper relationships with financial service firms\nEngages with assigned firms to partner on development opportunities to support CFP Board’s mission and workforce objectives\nOversees 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\nServes as primary contact for key leadership in assigned financial service firms; initiates and grows the number and quality of relationships within assigned firms\nCollaborates with CFP Board staff to develop research, collateral and programs that help increase awareness, preference, and CFP® professional growth among firms\nPromotes to have CFP Board deliver webinars and in-person conference session presentations to drive more CFP® certificant growth\nSupports needs of firms, enlists support of CFP Board staff, as necessary, for productive partnerships and relations with firms\nSupports 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\nProvides strategic input to organization to further mission and achieve goals\nCollaborates with colleagues across the CFP Board to identify and co-create scholarship and philanthropic partnership opportunities aligned with firm engagement strategies\nOversees 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\nServes 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\nFacilitates cross-functional planning and information sharing to align firm partnership efforts with workforce pipeline initiatives, research outputs, and campaign messaging\nPerform other duties as assigned\nBackground/Skills/Abilities Preferred\nBachelor’s degree, preferably in business or related field \nCFP® professional in good standing and 8+ years relevant experience in the financial services industry\nDemonstrated ability to build and maintain quality relationships and collaborate with senior-level stakeholders (internal and external) and strategic partners\nKnowledge of industry channels and business models preferred\nRelationship builder with the flexibility and finesse to ‘manage by influence’\nAbility to use data to build consensus, get strategic partners on board, and to show results\nBudget management experience\nExemplary verbal, presentation, and written communication skills, including the ability to communicate with precision and effectiveness across all levels and functions\nExcellent implementation skills including the ability to set and achieve goals, prioritize, and manage multiple initiatives simultaneously\nAbility to think strategically, tactically, and creatively\nProven experience developing and implementing marketing and sales plans, strategies, procedures, and measurement systems\nSuccessful record of understanding sensitivities to organizational structures and politics and identifying anchors and brackets within firm personnel \nStrong sense of the organization’s mission and position in financial services marketplace\nAbility to take personal responsibility and ownership for delivering on organizational commitments\nStrong organizational and prioritization skills, ability to multi-task, work collaboratively across the organization, and meet critical deadlines\nModels high ethical standards and demonstrates an appropriate executive presence which instills confidence\nAbility to travel (estimated 30%-40%) \nAbout CFP Board\nCFP 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.\nCFP® certification is held by more than 107,000 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.\nThis position works on programs which are part of the 501 (c)(6).\nThis position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.\nCFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.\nCFP Board is an Equal Opportunity Employer. The salary range for this position is from $110,000.00 to $130,000.00, which reflects the firm's good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate's experience and qualifications. 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