Senior Manager - Personal Financial Planning

About the Role:

As the Sr. Manager, PFP, you'll be a subject matter expert for assigned discipline area or credential Personal Financial Specialist (PFS). Collaborate across the business to govern, represent and develop credentialing exam, body of knowledge, member benefits, subject matter content, practice tools and aids/resources for members. Help monitor the profession and discipline; respond to market demands to ensure AICPA members' interests are protected through advocacy, standards setting, and growth of the section and credential. This role reports to the VP of Tax Practice and Ethics.

You Will:

• Manage the Executive, Operating, and Credential Committees and oversee related task forces or resource panels to achieve strategic goals on growth, revenue and professional competency through the development of technical content.

• Communicate and team with global and domestic partners to focus on implementation of discipline strategy and development of tactics, services, educational programs, resources and relationships to ensure continued competency and relevance for the discipline/credential and the Association.

• Enhance and strengthen the discipline's/credential's strategy in connection with external relationships while ensuring effectiveness and quality of all offerings.

• Be the subject matter expert and lead representative, both internally and externally, for the discipline/credential, including speaking to large groups in area of specialty, providing responses to member inquiries, media, exam, learning, technical and practice development questions, credential requirements, steering conference programs, and product development. Monitor legislative, regulatory and industry landscape for news and developments affecting advocacy for members, manage/support Association efforts to identify the appropriate level of action and respond.

• Be a AICPA / Association ambassador to collaborate with and influence external accounting/discipline groups and regulators, and national / international industry associations and membership bodies.

You Have:

• Minimum of 7-8 years related experience

• Bachelor's degree

• Knowledge of the discipline's/credential's accounting principles

• Additional expertise of the discipline e.g. tax, retirement, estate, investment, insurance, education, elder, charitable, and business owner planning

How We Support You:

We provide flexibility to help you achieve a good work-life balance. You'll be part of a global, diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.

We offer benefit options in and out of the workplace, including healthcare, retirement, paid time-off, parental leave, and an employee assistance program. We provide resources that support your mental health and evolve our offerings to meet your needs. We care about our employees' welfare and focus our benefits package on the benefits which support your wellbeing. We also recognize that everyone has different priorities, so in addition to our core benefits to support your health we offer flexible options for you to choose benefits that are right for you, your family, and your lifestyle.

We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.

About Us:

At The Association, a Great Place to Work-Certified company, we are transforming the accounting and finance profession. We are future-focused, empowering the world's most accomplished accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.

Learn more about The Association on LinkedIn and our Career Site.

#LI-Remote #GreatPlacetoWork

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

This role is not intended to be based and/or filled in NYC and therefore the salary is not published. If you are an NYC resident and wish to be considered for this opportunity, please reach out to the recruiter listed on the posting and they will be happy to provide you any further information.

Additional Information