In three years, we have created about 100 checklists and flowcharts to help more than 3000 advisor members be more diligent in the planning process. It’s been an exciting journey so far, but that’s just the start! We have big plans and that’s going to take a bigger team. Help us take fpPathfinder to the next level. We currently have one opening:
Director of Content (aka Director of Guides)
Job Duties
– Manage Guide Production Calendar.
– Manage, coordinate & lead the Guide Creation team.
– Lead and manage the updates of existing guides (including annual limit updates).
– Assist in the development of the new guides.
– Develop and implement ideas to improve the overall member experience by working in coordination with the team.
– Develop a system to manage and improve the quality control process.
– Create process improvements to create/update guides more accurately and efficiently.
– Support operations and marketing as needed (address inquiries, feedback, etc.).
Ideal Candidate
Required:
– Completion of CFP education or equivalent required, with a strong preference for also having a relevant Master’s degree, CPA license, and/or other advanced designations.
Please consider applying if you have some of (or, even better, all of) the following traits:
– Self-motivated enough to work in a virtual environment with limited supervision.
– Substantial experience in project management and growing a team while holding them accountable to specific deliverables and time-sensitive deadlines (3+ years of experience).
– Have an extremely strong inclination for continuous learning.
– An immaculate attention to detail and strong follow-through.
– Be able to think logically through topics and document them succinctly.
– Direct planning experience with clients is a positive, but not required.
Compensation / Benefits:
– Salary based upon experience
– Bonus available if company goals are met
– $2,000 budget for additional professional education or other training/skills education
– $1,000 budget for technology hardware/software or related office materials
– $2,000 conference budget
– 17 days of paid time off for combined vacation + sick, plus 6 national holidays
Does this interest you? If so, email us a cover letter and resume to mike@fpPathfinder.com
