Essential Functions

• Develops and maintains an ongoing strategy for ensuring online content across all websites is current, consistent, audience-appropriate and accurate across multiple sites, to promote an integrated and high-quality user experience 
• Oversees CFP Board’s standards for online content to ensure proper voice, tone and style, visual guidelines and brand name usage
• Reviews and approves content for CFP Board’s websites, working with department representatives to complete updates in a timely manner consistent with organizational standards
• Monitors usability and effectiveness for CFP Board’s websites, ensures compliance with relevant web accessibility guidelines and identifies areas for improvement and provides recommendations 

• Manage the search engine optimization (SEO) and conversion rate optimization (CRO) efforts

• Manages CFP Board’s website/microsite development projects; identifies and works with CFP Board staff and web development consultants to plan and implement new website projects 

• Serves as CFP Board liaison with web development vendors and web content creators
• Works closely with partners and IT staff to coordinate project planning, budgeting and rollouts

• Defines success metrics for website content strategy and UX, ensuring that relevant data is collected in analytics and used correctly to improve results
• Manages web analytics systems, as well as tracks and reports website-related data, and develops recommendations based on that data
• Collaborates with CFP Board staff in the development and implementation of effective, integrated marketing and communications plans that includes websites, social media, email, advertising, events and other forms of communication
• Monitors trends and best practices for websites, incorporating the latest technologies and digitally based communication tools to enhance the accessibility of CFP Board’s online properties and assets
• Oversees administration of the web content management system (Sitecore) and training of CFP Board staff on how to use the CMS
• Oversees webinars and related scheduling
• Maintains production and editorial calendars for online content

• Manages the overall work activities of the Web Communications Specialist, including establishing performance objectives, conducting performance reviews, and facilitating employee development

• Performs other duties as assigned

 Background/Skills/Abilities Preferred

• Bachelor’s degree in communications, marketing, web design or equivalent relevant work experience
• Minimum 5 years’ experience with website development and design/UX concepts, and with writing and editing for websites and digital communications
• Experience managing employees, contractors and agency partners
• Experience managing budgets and contracts
• Proficient with HTML; knowledge of CSS a plus
• Proficiency with image editing software 
• Proficient in Google Analytics (GA4 and Sitecore Experience Analytics familiarity preferred)
• Experience with Sitecore and netFORUM website content management systems preferred
• Experience with webinar platforms, such as ON24 and Zoom Webinar preferred

• Strong proofreading skills and attention to detail
• Strong understanding of SEO and knowledge of marketing principles

• Strong written and verbal communication skills, able to alter style according to audience, and to explain technical information to a non-technical audience
• Ability to apply project management tools and skills, and manage multiple projects simultaneously to ensure the on-time launch and flawless execution of projects from concept to completion
• High level of professionalism and ability to work well with all levels of internal management and staff, as well as outside clients and vendors

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

To apply, submit your resume and one-page letter summarizing your interest, qualifications, and salary expectations.  

The Certified Financial Planner Board of Standards (“CFP Board”) - headquartered in Washington, D.C.-is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP certification. 

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled and collaborative staff.