Lead Manager - Personal Financial Planning

Knowledge, Skills & Abilities Required

• Extensive ability to pursue and cultivate business relationships, partnerships and alliances internally and externally; leveraging network relationships to gather market intelligence and maintaining organizational relevancy.
• Strong communication skills with an ability to communicate complex information into easily digestible material.
• Extensive ability to use professional expertise and business experience to influence and persuade a wide range of audiences on issues important to the profession.
• Extensive knowledge of existing accounting and credential methods, tools, markets and market-related initiatives from the perspectives of the competition, the member base and the regulatory environment; able to apply this knowledge appropriately to remain relevant with AICPA's specialty credentials advantages.
• Expertise in using business process improvement tools and techniques to understand, monitor, update, or enhance existing business or work processes.
• Knowledge of one or more of the following accounting disciplines: Personal Financial Planning (PFP);
• General knowledge of the regulatory and standards landscape
• Familiarity with assigned accounting discipline subject matter and the typical CPA client relationship
• Proficiency in Microsoft Word, Excel and PowerPoint
• Ability to travel on a frequent basis 

• Minimum of 6-8 years related experience
• Bachelor’s degree in accounting, finance, or related field

Preferred Experience, Qualifications & Education

• CPA
• PFS or related credential
• Active in Association and/or State Society

At The Association, you are part of a global, diverse and talented group of colleagues. You have opportunities to innovate and collaborate in a leading organization that impacts individuals and businesses. You’ll have opportunities to progress while enjoying an exciting work environment that supports and celebrates individual achievement, development and professional satisfaction.

Together, we will lead the most influential body of professional accountants and create the future of the global accounting profession.

We offer competitive benefits, PTO, flexible working principles, and a supportive, collaborative team environment.