Senior Manager - PFP

Knowledge, Skills & Abilities Required

• Extensive knowledge in communicating clearly and accurately in a way that is easily understood, regardless of the medium; adjusting style and content to appeal to the specific needs and comprehension level of the audience.

• Extensive knowledge in pursuing and cultivating business relationships, partnerships and alliances internally and externally; leveraging network relationships to gather market intelligence and maintaining organizational relevancy.

• Extensive knowledge in using professional expertise and business experience to influence and persuade a wide range of audiences on issues important to the profession.

• Extensive knowledge in 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.

• Subject matter expertise in using business process improvement tools and techniques to understand, monitor, update, or enhance existing business or work processes.

• Knowledge of Personal Financial Planning (PFP). 

• General knowledge of the regulatory and standards landscape. 

• Familiarity with personal financial planning accounting discipline subject matter and the typical CPA client relationship. 

• Proficiency in Microsoft Word, Excel and PowerPoint. 

• Ability to travel. 

   

Required Experience, Qualifications & Education

• Minimum 7-8 years related experience

• Bachelor’s degree in accounting, finance, or related field

Preferred Experience, Qualifications & Education

• CPA designation

• PFS or other financial planning credentialing