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Foundation for Financial Planning · 1 day ago

Manager, Volunteerism & Engagement

Washington, DC

Full-time

Hybrid

Mid, Senior Level

$63K/yr - $85K/yr

7+ years exp

Foundation for Financial Planning (FFP) is looking for a high-performing self-starter to serve as Manager, Volunteerism & Engagement. This role will lead efforts to engage and support CFP® professionals, providing leadership across partner outreach, volunteer program design, recruitment, and the development of training and resources.

ConsultingFinancial ServicesNon Profit

No H1B

Hiring Manager

Rachel Roth

Responsibilities

Collaborate with the Sr. Director, Grants & Programs to recruit CFP® professionals through ProBonoPlannerMatch.Org, leveraging FFP’s extensive industry network

Serve as a key liaison to corporate, association, and nonprofit partners, coordinating volunteer recruitment, training, and engagement and ensuring meaningful volunteer experiences

Develop and implement strategies to engage various groups of CFP® professionals as volunteers such as 'NextGen' (i.e. those newer to the profession) and 'Emeritus' (i.e., those close to or in retirement)

Identify gaps in training and resources; develop and refine content that meets the needs of CFP® professional volunteers, including FFP’s skills-building webinar series

Support technology initiatives that enhance pro bono delivery and volunteer engagement

Lead volunteer data collection, integration and analysis using FFP’s CRM and related systems

Manage our upcoming Pro Bono Ambassadors Group, a select group of industry leaders and seasoned volunteers committed to advancing pro bono

Coordinate periodic roundtables which focus on topics critical to volunteer engagement, and drive follow-up actions to advance volunteerism

Represent FFP at industry events and lead in the planning and coordination of panels and speaking engagements that showcase the power of pro bono volunteerism

Coordinate and staff strategic meetings with key stakeholders, developing materials such as agendas and presentations, and delivering both virtual and in-person volunteer trainings

Support the development of volunteer-related content—testimonials, quote cards, video segments—that elevate the visibility of pro bono experiences

Contribute to research studies and surveys related to pro bono volunteerism

Qualification

CFP® certificationVolunteer recruitmentProgram designNonprofit experienceDatabase managementMultitaskingProactive attitudeOffice software proficiencyCommunicationOrganizational skillsTeam collaborationSense of humor

Required

Completion of a bachelor's degree and 7+ years of related experience; or an equivalent combination of training and experience related to the duties of the position

Proven success partnering with organizations to achieve shared goals

Experience recruiting and engaging volunteers strongly preferred

High-energy, proactive individual who thrives on a small, collaborative, innovative team

Sense of humor mandatory

Excellent written, verbal, visual/presentation and interpersonal communications skills

Comfortable reaching out to partners and helping match volunteers to emerging opportunities

Strong organizational and multitasking skills

Proficient with Office software (including Excel and PowerPoint) and database management software

Ability to master new technology platforms and systems as needed