Senior Marketing Specialist

Job Description
Job Description
General Function:
Under general supervision of the Senior Marketing Manager, this role manages and executes marketing initiatives across a wide range of products and programs. Exercises initiative and sound judgment in managing projects independently, taking ownership of responsibilities and ensuring successful execution from planning through results analysis. Provides insightful, actionable findings from data and research to optimize business goals and objectives.

Essential Functions

Manages and executes annual marketing plans for products and programs including
Financial Planning Review
, Pro Bono engagement, Emeritus Program, Practice Exams, digital certificates, Continuing Education (CE)-eligible webinars
Owns execution of marketing initiatives for certification renewal and reinstatement programs, designing multi-channel campaigns that boost renewal rates, reduce churn, and win back lapsed certificants
Monitors and reports on the success of Candidate Forum in collaboration with Senior Marketing Manager
Manages the online store and related product sales and budgets; creates and manages annual marketing plan for increasing revenue; manages branded merchandise for CFP Board and events; implements and manages internal storefront to facilitate staff-requested branded merchandise
Analyzes data from platforms such as NetForum, Tableau, HubSpot and GA4 to extract meaningful insights and drive informed decision-making; reports on data to other members of Marketing team to enhance strategy
Supports Marketing, Education, CE and Experience, Development/Fundraising and Corporate Growth teams’ initiatives with data transfers, discount/offer tracking, and direct response projects
Develops, executes and optimizes email performance for various teams including Education, Experience, and Development/Fundraising ; collaborates with other members of Marketing & Communications department to ensure accuracy and optimization
Coordinates with external partner organizations – including NAPFA, FPA and Quad-A on data sharing, reporting on key metrics, and supports efforts for cross-promotion with these organizations
Annual Conference planning support and marketing execution
Represents CFP Board as an exhibitor at external conferences/tradeshows
Manages relationships with external vendors, including print and mail houses, digital certificate vendor, certificate framing vendor and mobile app vendor
Performs other Marketing duties as assigned
Background/Skills/Abilities Preferred
Bachelor’s degree in business, marketing or other related discipline
Minimum five years of experience developing marketing plans with measurable KPIs
Exceptionally strong analytical skills, with an ability to translate data into actionable insights
Demonstrated ability to independently manage projects and take ownership from planning through execution and evaluation
Strong collaboration skills to work with a variety of internal constituencies, develop partner relationships and rapport, and influence thinking
Proficient in Microsoft Office
Intermediate to expert level administrator in email marketing tools; HubSpot preferred
Beginner to intermediate user of business intelligence tools, Tableau preferred
Understand best practices around website analytics
Excellent oral and written communication skills
Able to organize multiple tasks and develop realistic action plans while being sensitive to time constraints and resource availability
Experience executing integrated, multi-channel marketing campaigns across email, direct mail, and telemarketing
Experience managing external vendors and cross-functional relationships
Ability to travel to up to 5 events per year, including external conferences/tradeshows and the annual Connections Conference
Strong initiative, drive, and attention to detail
Effective project management skills
Experience with budgets and P&L
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 over 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. This position works on programs which are part of the 501 (c)(3). 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 salary range of this position is from $80,000.00 to $95,000.00, which reflects the organization'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.
In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.