Specialist, Web Communications

Under limited supervision, supports CFP Board’s organizational goals and initiatives by providing support on the maintenance of CFP Board’s websites (CFP.net, LetsMakeAPlan.org, etc.) to further enhance CFP Board’s online presence and user experience.   

Essential Functions 

• Maintains CFP.net and LetsMakeAPlan.org sites including building webpages, updating webpages, preparing documents for web, properly placing content and general troubleshooting of both technical and content problems. 
• Serves as primary point of contact for daily site content updates, working closely with site content owners and subject matter experts to keep websites current, relevant, dynamic and user-friendly.   
• Processes web requests submitted by staff, including addressing or delegating requests as appropriate, and completing related follow-up. 
• Ensures that quality and brand standards are met, and that content is current, written in a consistent style, and provides value to visitors. 
• Supports the development, troubleshooting, testing and launch of online properties (modules, functionality, and other web resources). 
• Incorporates user experience UX principles and customer-first mindset into web content, navigation and design. 
• Assists with search engine marketing campaign efforts; responsible for optimizing site content using SEO principles to increase search-ability and visibility on search engines. 
• Monitors website analytics, using Google Analytics and other metrics tools; Reviews site survey feedback and addresses staff requests for analytics.  
• Manages webinar scheduling and setup, including webinar registration and presentation interface (Zoom) 
• Collaborates with the Social Media Manager to maintain CFP Board’s YouTube channel. 
• Trains CFP Board staff members how to use the Web Content Management System, as needed, supporting staff to ensure website content remains relevant and accurate.  
• Performs other duties as assigned. 

Background/Skills/Abilities Preferred 

• Bachelor’s degree in communications, marketing, or another relevant field  
• Four years or more experience managing websites
• Demonstrated work experience with Content Management Systems (Sitecore preferred) 
• Proficient with website development and design concepts 
• Proficient in HTML and HTML formatting; knowledge of Sitecore development and CSS a plus 
• Proficient with Google Analytics or similar analytical tools 
• Proficient with image editing software such as Adobe Photoshop 
• Solid understanding and experience with search engine optimization (SEO) principles
• Excellent writing and editing skills, with experience writing for websites 
• Excellent organization skills
• Experience with web ticketing / project management systems preferred Familiarity with Zoom webinar system preferred 
• Experience using AMS database system (NetForum preferred) 
• Strong written and verbal communication skills; strong proofreading skills and attention to detail 
• Self-starter with ability to manage projects autonomously 
• Ability to be flexible and problem-solve creatively 
• Ability to prioritize and manage multiple projects simultaneously, and follow through on issues in a timely manner 
• High level of professionalism and ability to work well with all levels of staff, as well as outside clients and vendors

About CFP Board 

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.  

CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. 

This position works on programs which are part of the 501 (c)(3) and 501 (c)(6). 

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

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