Education Operations & Compliance Manager

What You’ll Do

As the Education Operations & Compliance Manager, you’ll play a vital role in ensuring CFMA’s education programs remain high-quality, accessible, and compliant with NASBA standards. You’ll oversee operational processes across Group Live, Group Live Internet-Based, and QAS Self-Study formats, while also managing chapter-level events and supporting CFMA’s conferences and year-round education portfolio and new learning initiatives.

Key responsibilities include:

• Compliance Management
  • Lead NASBA compliance: manage documentation, policies, procedures, and renewals to ensure audit readiness.
  • Develop and refine compliance SOPs, maintaining accuracy and efficiency.
• Operational Excellence
  • Direct educational event logistics and ensure seamless CPE credit processes.
  • Manage registration, reporting, and recordkeeping with a focus on data integrity.
  • Partner with the Education Director on budgeting and operational improvements.
• Chapter Support
  • Administer ~30 monthly chapter CPE events, providing proactive guidance and resources.
  • Build relationships with chapter leaders and serve as a trusted compliance expert.
• Events & Conferences
  • Travel 3–4 times per year to support conferences and events.
  • Oversee CPE processes for Annual Conference, Regional Conferences, and CFMC.
  • Provide on-site and virtual support to ensure successful accredited programming.
  • Collaborate with staff, SMEs, and volunteers to align operations with education strategy.
• Program & Initiative Support
  • Provide operational and compliance support for CFMA’s year-round education and new education initiatives.
  • Collaborate with staff and subject matter experts to launch new or updated programs aligned with CFMA’s education strategy.
  • Coordinate evaluation data and CPE tracking to measure program success and identify opportunities for process optimization.

• Bachelor’s degree or equivalent experience in education, business, or related field.
• 2–4 years of experience in program administration, compliance, or education operations (association or professional education environment preferred).
• Familiarity with CPE/NASBA compliance standards (or the ability to learn quickly).
• Strong project management experience with the ability to organize, prioritize, and drive multiple initiatives to completion.
• Excellent leadership, organizational, and communication skills with a collaborative, team-oriented approach.
• Proficiency with Microsoft Office, AMS/LMS platforms, and data-tracking tools.
• Commitment to CFMA’s values of integrity, excellence, member focus, collaboration, and innovation.