Sr. Account Manager

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Regular Full-Time Washington, DC, US

30+ days ago Requisition

Salary Range: $ To $ Annually

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.

Essential Functions:

• Partners with firms to increase financial service firm preference for and investment in CFP ® certification
• Creates business development plans, strategies, segmentation, procedures, and metrics for developing broader and deeper relationships with financial service firms
• Engages with assigned firms to partner on development opportunities to support CFP Board’s mission and workforce objectives
• Oversees 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
• Serves as primary contact for key leadership in assigned financial service firms; initiates and grows the number and quality of relationships within assigned firms
• Collaborates with CFP Board staff to develop research, collateral and programs that help increase awareness, preference, and CFP ® professional growth among firms
• Promotes to have CFP Board deliver webinars and in-person conference session presentations to drive more CFP ® certificant growth
• Supports needs of firms, enlists support of CFP Board staff, as necessary, for productive partnerships and relations with firms
• Supports 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
• Provides strategic input to organization to further mission and achieve goals
• Collaborates with colleagues across the CFP Board to identify and co-create scholarship and philanthropic partnership opportunities aligned with firm engagement strategies
• Oversees 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
• Serves 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
• Facilitates cross‑functional planning and information sharing to align firm partnership efforts with workforce pipeline initiatives, research outputs, and campaign messaging
• Perform other duties as assigned

Background/Skills/Abilities Preferred

• Bachelor’s degree, preferably in business or related field
• CFP ® professional in good standing and 8+ years relevant experience in the financial services industry
• Demonstrated ability to build and maintain quality relationships and collaborate with senior‑level stakeholders (internal and external) and strategic partners
• Knowledge of industry channels and business models preferred
• Relationship builder with the flexibility and finesse to ‘manage by influence’
• Ability to use data to build consensus, get strategic partners on board, and to show results
• Exemplary verbal, presentation, and written communication skills, including the ability to communicate with precision and effectiveness across all levels and functions
• Excellent implementation skills including the…