The National Association of Personal Financial Advisors (NAPFA) seeks a Director of Professional Development & Education to assume responsibility on or about May 1, 2020. The individual chosen for this position will be an experienced association professional with myriad experience in instructional design, adult learning and team leadership. An understanding of financial planning is a plus. The association’s headquarters are located on Chicago’s northwest side. This is a national search. Relocation or a remote working relationship will be considered for the ideal candidate.
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. The association’s rich history began in 1983 when a group of advisors wanted to serve their clients without muddling the relationship with commissions. Since then the organization has developed high standards in the field. Each advisor must sign and renew a Fiduciary Oath yearly and subscribe to a strict Code of Ethics, all part of the mission of NAPFA. The association provides support and for over 3,800 practitioners across the country and is governed by the NAPFA Board of Directors.
NAPFA members live by three important values:
To be the beacon for independent, objective financial advice for individuals and families.
To be the champion of financial services delivered in the public interest.
To be the standard bearer for the emerging profession of financial planning.
Title: Director of Professional Development & Education
Reports To: Chief Executive Officer
General Summary of Responsibilities: Responsible for the planning, development and implementation of the organization’s professional development & educational programs. Leads the efforts of the professional development & education team. Interacts with the organization’s other service areas on strategic and tactical levels.
Leads all professional development and educational programs (e.g. webinars, National Conferences, self-study CE, and regional symposia) that are offered by NAPFA.
Conducts effective needs assessments, through NAPFA members and other financial planning professionals, to curate content for NAPFA programs that align with organizational goals and objectives.
Develops, implements and assesses the multi-year continuing education business plan that supports NAPFA’s strategy and the continuing education needs of financial planning professionals.
Leads and participates in planning teams and committees to design valuable and relevant educational content for live and virtual programs.
Uses data to identify current issues and future topics for financial planning professionals and ensure that educational content is relevant and timely.
Reviews NAPFA’s program portfolio and delivery channels to ensure they are strategic and continuing to meet end-user needs.
Proactively investigates, recommends and implements new learning technologies and any other enhancements.
Provides oversight for the planning and execution of NAPFA in-person events.
Coordinates with event planning team to communicate event logistics and information to speakers.
Develops program assessments and surveys that accurately measure learning and participant satisfaction.
Conducts instructional quality reviews of educational events.
Stays current on adult learning principles and standards in the learning/training industry and applies best practices.
Provides guidance to NAPFA components for local and regional educational programs.
Develops and manages professional development & educational program budgets.
Oversees the selection and management of relationships and contracts with outside vendors.
Collaboratively supports NAPFA’s communications and engagement efforts to ensure they are effective, on budget, meeting departmental needs, and conforming to NAPFA style.
Supervises one plus staff to cultivate a high-functioning department.
Serves as a contributing member of the senior staff team.
Other duties as assigned.
Minimum Qualifications for Consideration:
Education: Bachelor's degree in education, instructional design, financial planning, or a related field/equivalent experience.
Credentials (years of experience): Minimum of 5 to 7 years’ experience working in a financial planning, or adult education setting, with experience supervising staff, budgeting, strategic planning, project management and vendor management. Experience in adult education and other media, i.e., eLearning; including a familiarity with Adult Learning Theory or similar theories/concepts. Understanding of instructional design methodology/concepts. Association experience preferred.
Knowledge, Skills and Abilities Required:
Demonstrated skills, knowledge and experience in design and execution of professional development and educational programs.
Excellent organizational and interpersonal skills.
Strong written and verbal communication skills.
High level of initiative, ability to meet deadlines, manage projects and personnel, set priorities, work independently, develop budgets, monitor and control expenditures, while maintaining a high degree of attention to detail.
Proficient in Microsoft Office applications, social media platforms and related collaborative technologies, report-writing packages and ability and willingness to learn new software and programs as required.
Strong project and people manager.
Flexible, adaptable, and able to work in a small team environment.
Ability to work additional hours, attend offsite meetings and travel up to 20%.
This is an exempt position.
Please send resume, cover letter and salary requirements to: Tuft & Associates, ATTN: Karen Dunn Caspers, MSNM, CAE, firstname.lastname@example.org.
About National Association of Personal Financial Advisors
This search is being conducted by Tuft & Associates: a specialized executive search firm serving clients in health care, universities, foundations, societies, and trade and professional associations.