Manager, Volunteerism & Engagement

Position Summary

Foundation for Financial Planning (FFP) is looking for a high-performing self-starter to serve as Manager, Volunteerism & Engagement
. This newly created position offers a unique opportunity for an individual seeking exciting professional growth at an entrepreneurial and thriving national nonprofit, based in downtown Washington, D.C., with partial telework available.

FFP’s mission is to help people in need improve their financial lives by expanding access to expert financial guidance and planning. We advance our mission in part by recruiting, training, and matching CERTIFIED FINANCIAL PLANNER® professionals to pro bono financial planning opportunities at nonprofits nationwide.

Working within FFP’s Programs team, the Manager, Volunteerism & Engagement will lead efforts to engage and support the thousands of CFP® professionals we work with, including those employed by our major institutional partners: financial advisory firms, major companies, and professional associations.

This role will provide leadership across partner outreach, volunteer program design and technical assistance, recruitment and tracking, and the development of volunteer training and resources, also helping drive the work of FFP’s upcoming Pro Bono Ambassadors Group, a select cohort of industry leaders championing pro bono service across the financial advisory profession.

This is a fantastic position for someone who is motivated by inspiring others, thrives in a collaborative and innovative environment, and enjoys both planning and hands-on execution. The salary and benefits are competitive, and the ideal candidate can start as soon as possible.

Foundation for Financial Planning (FFP) is the nation’s leading charity dedicated to advancing pro bono financial planning for at-risk populations, including active military members and wounded veterans, people with cancer and other serious illness, seniors and family caregivers, low-income individuals and families, domestic violence survivors and many more. Over its 30 years, FFP has provided almost $10 million in grants to national and community-based pro bono programs;

worked with partners to activate more than 30,000 financial planners to volunteer their time and talents; reached over 765,000 people in crisis or need; and acted as a leader and catalyst to foster a rich tradition of pro bono service across the financial planning profession.

Through our volunteer platform, Pro Bono Planner Match .Org, FFP connects CFP® professionals nationwide with high-quality pro bono opportunities, making it easier than ever for families in need to access free, objective financial advice.

• Collaborate with the Sr. Director, Grants & Programs to recruit CFP® professionals through Pro Bono Planner Match .Org, leveraging FFP’s extensive industry network.
• Serve as a key liaison to corporate, association, and nonprofit partners, coordinating volunteer recruitment, training, and engagement and ensuring meaningful volunteer experiences.
• Develop and implement strategies to engage various groups of CFP® professionals as volunteers such as “Next Gen” (i.e. those newer to the profession) and “Emeritus” (i.e., those close to or in retirement).
• Identify gaps in training and resources; develop and refine content that meets the needs of CFP® professional volunteers, including FFP’s skills-building webinar series.
• Support technology initiatives that enhance pro bono delivery and volunteer engagement.
• Lead volunteer data collection, integration and analysis using FFP’s CRM and related systems.

• Manage our upcoming Pro Bono Ambassadors Group, a select group of industry leaders and seasoned volunteers committed to advancing pro bono. Coordinate periodic round tables which focus on topics critical to volunteer engagement, and drive follow-up actions to advance volunteerism.
• Represent FFP at industry events and lead in the planning and coordination of panels and speaking engagements that showcase the power of pro bono volunteerism.
• Coordinate and staff strategic meetings with key stakeholders, developing materials such as agendas…