CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING is hiring: Marketing Specialist in

General Functions

Under general supervision of the Senior Manager, Marketing, the Marketing Specialist supports organizational initiatives and activities that engage with candidates for CFP® certification, ensuring they advance successfully through the certification process, including direct/email marketing, advertising, digital media, and candidate mentor program management. The Marketing Specialist also project manages the production and creative design for department collateral and resources, designer/writer freelancers, and promotes CFP Board products and events as assigned.

Essential Functions

• Works with Marketing team, marketing agency and internal departments to execute marketing programs.
• Supports a broad range of marketing activities designed to support candidates through the CFP® certification process.
• Uses data to monitor and report on program/campaign progress and effectiveness.
• Supports marketing efforts that include email, direct mail, digital advertising, telemarketing, website content, webinars, videos, marketing lists management and other channels in support of organizational goals.
• Project manages production, print, and mailing of direct mail programs – including providing printer specs, procuring estimates and evaluating costs, managing postage requests, executing mailings and receiving invoices.
• Manages weekly order fulfillment of CFP® certificate and brochure orders.
• Identifies and segments audiences via Netforum database for email marketing efforts.
• Reviews and approves emails, digital and print collateral and mailing proofs for accuracy.
• Writes, edits and proofreads copy for various marketing efforts including emails, collateral, website content and reports.
• Oversees candidate engagement program (mentor program, candidate webinars, handbooks and toolkits, webinars) marketing and reporting results.
• Implements comprehensive marketing plans for annual conferences (email, direct mail, Cvent website development), including on-site environmental branding, collateral and logistical support.
• Executes A/B tests for assigned marketing programs to optimize results.
• Assists internal departments and provides project management for collateral creation working with external writer/graphic designer freelancers.
• Updates program dashboards and presents marketing results in written, PowerPoint and oral formats.
• Manages certificant testimonials used in marketing collateral.
• Attends financial industry events/conferences and manages the CFP Board tradeshow booth, directly engaging with stakeholders and candidates for CFP® certification.
• Routinely monitors and provides prompt replies to marketing-associated email inboxes.
• Performs other duties as assigned.

Background/Skills/Abilities Preferred

• Bachelor's degree in marketing or similar field, or an equivalent combination of education and experience.
• Minimum three years’ related experience with marketing programs and/or promotions.
• Working knowledge of direct response marketing (digital, email, mail, and telemarketing) highly desired.
• Experience using data and metrics to measure impact and determine improvements.
• Extremely detail oriented with strong organizational, interpersonal, oral and written communication skills, experience in writing marketing copy.
• Strong problem-solving skills.
• Ability to multitask in a dynamic environment; comfort working in a time sensitive, deadline-oriented environment with frequently changing priorities.
• High degree of self-responsibility and ownership of assignments.
• Experience with print production, direct mail and email marketing execution.
• Ability to work effectively and collaboratively with others.
• Ability to manage outside vendors and address issues that arise.
• Knowledge of AMS or CRM databases a plus.
• Must be proficient using MS Office suite.
• Strong customer service skills.
• Ability to travel some nights and weekends to financial industry events/conferences.

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 more than 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.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $63,500.00 to $75,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.