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Senior Manager - Personal Financial Planning
About the Role:
You will be the subject matter expert for Personal Financial Planning (PFP) and the Personal Financial Specialist (PFS) credential, overseeing the development of credentialing, technical content, expertise, and professional development. Collaborate with partners to promote the discipline, strengthen credential value, and help firms and professionals build capabilities that support growth into higher-value services. Help monitor the profession and discipline; respond to market demands to ensure AICPA members' interests are protected through advocacy, standard setting, and growth of the section and credential. You will report to the Director - Personal Financial Planning as an individual contributor. You will use a hybrid work schedule.
You Will:
- Manage the division's committees responsible for standard setting, advocacy, technical guidance, and exam development for the PFP Section and PFS Credential.
- Oversee our strategic task forces based on the latest needs in the profession.
- Collaborate with global and domestic partners to implement our strategy. Manage the development of tactics, educational programs, and resources that ensure competency, relevance, and quality across the discipline and credential.
- Promote awareness of PFP as a specialized discipline to lead section and credential membership growth.
- Be a subject matter expert for the discipline and credential. This includes speaking to large groups, providing responses to member inquiries, media, technical and practice development questions, credential requirements, and regulatory issues.
- Be an AICPA ambassador to influence external accounting and PFP discipline groups and regulators, national / international industry associations and membership bodies. Enhance and strengthen the division's strategy in connection with external relationships.
- Monitor legislative, regulatory and industry landscape for news and developments affecting advocacy for members in PFP discipline
You Have:
- 7+ years related experience
- Bachelor's degree
How We Support You:
We provide flexibility to help you achieve a good work-life balance. You'll be part of a global, diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.
We offer benefit options in and out of the workplace, including healthcare, retirement, paid time-off, parental leave, an employee assistance program. We provide resources that support your mental health, and evolve our offerings to meet your needs. We care about our employees' welfare and focus our benefits package on the benefits which support your wellbeing. We also recognize that everyone has different priorities, so in addition to our core benefits to support your health we offer flexible options for you to choose benefits that are right for you, your family and your lifestyle.
We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.
About Us:
At The Association, a Great Place to Work-Certified company, we are transforming the accounting and finance profession. We are future-focused, empowering the world's most accomplished accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.
Learn more about The Association on LinkedIn and our Career Site.
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We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
Salary Range: $120,000-$140,000 annually. Please note, this is a standard range and exact compensation may vary based on experience and location. If you'd like to understand more on the salary range, please contact the recruiter listed on this posting. Interested applicants apply by July 8th.
While this role can work remotely in the US, please note that we are unable to employ individuals in the state of California.
Equal Employment Opportunity
The Association of International Certified Professional Accountants is dedicated to fostering a diverse environment and is committed to being an equal opportunity employer. All employment decisions are based on business needs without regard to race, color, ethnicity, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other applicable legally protected status. All qualified candidates are encouraged to apply.
Assistance
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