General Summary of Responsibilities:

The Senior Coordinator of Professional Development & Education will coordinate NAPFA’s efforts to help its members meet their continuing professional development. The individual will plan, develop, implement, and evaluate activities related to continuous professional development.

An ideal candidate is skilled in project management, possesses the ability to work on multiple projects simultaneously, has excellent verbal and written communication skills, pays attention to detail, is a team player, and has outstanding customer service and strong interpersonal skills. The person most suited for this role will be the point person for the professional development programs and is able to operate autonomously.

Responsibilities

• Work collaboratively with the Director, Professional Development & Education, in the creation and implementation of programs and events
• Participate in calls with the Webinar Committee and National Conference Committees
• Support the production of national events, including, but not limited to: managing the Call for Proposals, working with planning committees, technology setup and registration, managing speaker agreements and logistics, and managing exhibitor and sponsor agreements and logistics
• Assist with executing operational logistics for virtual educational events, including, but not limited to: speaker agreements and communication, technology setup, and registration
• Serve as the primary point of contact for region symposium events and assist in planning as needed including, but not limited to: support of program development, registration setup, marketing plan setup, weekly registration reports, invoice and sponsor support, and post-survey data.
• Upload and maintain educational content both on the learning management system and the library of original content files.
• Provide copy, review, and provide edits for the education marketing emails.
• Review and provide edits for national conference marketing emails.
• Assist with creation and management of event master timelines and master calendar of events.
• Serve as primary point of contact for education inquiries, registration issues, conference attendee inquiries, etc.
• Attend on-site functions when necessary. (Travel < 10%)
• Performs other duties as assigned.

Qualifications

• Effective listening, communication (verbal and written), and customer service skills.
• Demonstrated project management and organizational skills with ability to prioritize, manage multiple projects at one time, and ensure deadlines are met in a fast-paced environment with accuracy.
• Strong interpersonal and relationship building skills to initiate and develop productive working partnerships with key stakeholders’ organization wide.
• Self-motivated with ability to work independently and in a team environment.
• Demonstrated technology skills and working knowledge of Microsoft Office applications, proficiency in Word, PowerPoint, Excel, Outlook, Teams, Google Docs, and association database management software. Flexible to learn new programs.
• Ability to approach challenges in a solutions-oriented manner.
• Works well under pressure and maintains professional relationships with colleagues and members.
• Knowledge and experience with educational program design and development a plus.

Experience

• A Bachelor’s degree plus a minimum of three years related adult education experience.
• Association experience is a plus.

About National Association of Personal Financial Advisor

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It's all a part of the mission of NAPFA. The association provides support and education for more than 4,400 practitioners all over the country and is governed by the NAPFA Board of Directors and supported by our four Region Boards.

Connections working at National Association of Personal Financial Advisor