Strategic Partnerships Lead — Corporate Growth

CFP Board of Standards Inc.; Washington (District of Columbia); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

CFP Board of Standards Inc. is seeking a Senior Account Manager for Corporate Growth in Washington, DC.

The role focuses on expanding CFP Board’s relationships with financial services firms, increasing CFP® certification investments, and developing outreach aligned with CFP Board’s strategic goals. Under limited supervision, you will create business plans, engage senior leaders, and collaborate across CFP Board departments to deliver research, collateral, and programs that drive awareness,

Qualifications

• Bachelor's degree required or equivalent experience.
• Strong relationship-building skills with senior-level stakeholders.
• Proven ability to develop and execute marketing and sales plans.

Responsibilities

• Grow CFP Board relationships with financial services firms to drive CFP® certification adoption.
• Develop business plans, strategies, segmentation, and metrics for firm engagement.
• Coordinate with internal teams to create research, collateral, and programs for awareness and growth.
• Lead webinars and conference sessions to promote CFP® certificant growth.
• Travel to assigned firms to maintain and renew partnerships (approx. 30%-40%).

Skills

Account management

Relationship building

Strategic partnerships

Communication

Travel readiness

Education

Bachelor's degree

Job description

CFP Board of Standards Inc. is seeking a Senior Account Manager for Corporate Growth in Washington, DC.

The role focuses on expanding CFP Board’s relationships with financial services firms, increasing CFP® certification investments, and developing outreach aligned with CFP Board’s strategic goals. Under limited supervision, you will create business plans, engage senior leaders, and collaborate across CFP Board departments to deliver research, collateral, and programs that drive awareness,