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Account Director, Corporate Relations
Under limited supervision, the Account Director for Corporate Relations is responsible for CFP Board’s relations with firms, focused on both the growth of CFP® professionals in assigned firms and development revenue to support CFP Board’s strategic initiatives and organizational goals. Essential Functions Partners with firms to increase financial service firm preference for and investment in CFP® certification Creates business development plans, strategies, segmentation, procedures, and metrics for developing broader and deeper relationships with financial service firms Engages with assigned firms to partner on development opportunities to support CFP Board’s mission and workforce objectives. Develops and delivers
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