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CFP Board seeks a highly motivated and experienced Social Media Manager who will promote awareness and build recognition of CFP Board and CFP® certification among financial planners, the public, the media, and key stakeholders.
The ideal candidate will have experience using their creativity and an analytical mindset to develop and grow online communities. This candidate will embrace open collaboration, possess intellectual curiosity, and thrive on building an online following to help CFP Board fulfill its strategic priorities. The Social Media Manager reports directly to the Director of Public Relations.
Social Media Channel Management
Collaborate with Director of Public Relations to develop overarching social media strategy, working closely with PR agency and others to help achieve CFP Board’s strategic priorities
Develop and maintain social media calendar for primary social channels including Twitter, LinkedIn, Facebook, Instagram, and YouTube accounts, as well as any other social channels that may be added to the strategy
Draft content and publish to all social channels per the content calendar
Define KPIs and develop monthly reports that show performance by channel
Develop social listening reports to aid in content development opportunities for paid social media initiatives, earned content, blog posts, and beyond
Use real-time engagement data, sentiment analysis, and social listening activities to continuously optimize and inform the social media strategy
Collaborate and maintain close relationships with cross-functional teams to maximize reach of social media efforts and ensure alignment across channels and content publishing/generating teams
Use analytics to boost engagement on all digital platforms, and use metrics to measure success, shifting strategy when necessary
Monitor print, broadcast, online and social media daily for CFP Board news and industry-related news
Benchmark and monitor competitors and industry leaders in social media to apply best practices
Prepare presentations/reports for staff as needed
Attend CFP Board and industry conferences/events where live social media coverage is required
Perform other duties as assigned
Digital Communities Management
Manage and monitor CFP Board’s social media communities, regularly replying to comments, answering questions, and looking for opportunities to join conversations; triage escalated comments/questions to appropriate departments (both risks and opportunities)
Regularly monitor online communities in the financial planning ecosystem to share content and engage with audiences
Assist in the development of social media guidelines and templates that reflect the CFP Board brand
Build, moderate, and grow communities on applicable social media platforms
Assist in the development of response guidelines and templates that address both criticisms and positive feedback
Develop monthly reports that showcase CFP Board risks and opportunities based on content review
Monitor trends in social media tools, applications, channels, design, and strategy
Thought Leadership & Advocacy
Create and monitor topic lists to enable participation in relevant online financial planning discussions
Assist in the development of personalized social strategies for in-house thought leaders and co-manage where appropriate; develop and post content for select LinkedIn and Twitter executive social media accounts
Create and manage a list of financial planning ecosystem thought leaders and influencers and assist in strategy development to engage and partner with these individuals
Monitor both internal and external thought leadership account activity and escalate potential opportunities to appropriate team members.
Create and maintain social media resource center for staff, Board members, and CFP Board Ambassadors, with tools, resources, and reports
Bachelor’s degree in English, journalism, communications, public relations, marketing, or related discipline
5-7+ years of social media management experience
Advanced experience with major social media platforms (Twitter, LinkedIn, Facebook, Instagram, YouTube, TikTok, Reddit)
Proven track record of handling and organically growing social media accounts for a midsize to large organization
Proven experience using publishing, curation, monitoring, and reporting tools such as Meltwater, Hootsuite, or others
Thorough knowledge of social metrics with the ability to measure, analyze, and evaluate content performance on social media platforms for continuous enhancement
Experience devising and implementing large-scale social media campaigns
Proficient at graphic design, using apps such as Adobe Creative Suite or Canva
Demonstrated proactive project management skills, ability to juggle short-term and long-term tasks/responsibilities on deadline
Exceptional writing, editing, and proofreading skills, with strong attention to detail and ability to convey complex information accurately and concisely in an understandable manner
Exceptional interpersonal skills, including ability to work collaboratively and establish strong working relationships with key colleagues within CFP Board as well as with outside partners and vendors
Self-motivated, problem-solver with ability to develop alternative solutions
Proficiency with Meltwater Social Media Management Tool, Smartsheet, Microsoft Office
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, three examples of successful social media campaigns (of no more than three pages each), and a cover letter summarizing your interest, qualifications, and salary expectations. Submissions without campaign examples and a cover letter will not be considered.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled and collaborative staff.
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.
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