Supports and executes the FPA Strategic Partnerships strategy for the continued growth and development of the association. Independently curates a portfolio of strategic and tactical partnerships for FPA through lead generation, networking, industry events, and word-of-mouth referrals. Plays a significant role in cultivating FPA’s six-figure, multi-year relationships within the Strategic and Cornerstone partnership program. Works well in fluid situations and can effectively manage and influence partner expectations. Functions well both independently and as a team-player to drive success for the team and the overall organization. Continuously evaluates current sales activities and strategies to increase the value proposition for corporate partners while maintaining a sharp focus on external forces impacting the future-state of FPA’s Strategic Partnerships strategy.
Primary Duties and Responsibilities
Independently sources leads and secures partners in areas of non-dues revenue generation: integrated partnerships, event sponsorships and exhibits, content marketing, advertising, educational partner content, and research.
Understands and executes strategic sales strategies that appropriately position FPA‘s brand, membership value, and thought leadership within the marketplace.
Supports team-driven sales plans that fulfill budget obligations for the organization.
Aids in the strategic planning and execution of the FPA Strategic and Cornerstone Partnership program.
Provides an exquisite experience for partners at FPA events and through in-person or virtual touchpoints.
Regularly delivers feedback on FPA products/services, sales strategies and industry trends to the team for ongoing evaluation and enhancement of sellable portfolio.
Supplemental Duties & Responsibilities
Demonstrates awareness of, and personal responsibility for, individual performance as it relates to the Strategic Partnership budget and overall team success.
Participates in regular team meetings to provide advice and counsel in areas of responsibility.
Represents FPA in the marketplace, regional chapters, at major firm events and at industry conferences and meetings. Infrequent travel required.
Educates and coaches partners on content leadership and alignment within FPA programming and conferences for seamless integration and maximum partner value.
Works closely within this team and other departments to implement strategic partnerships that further the organization’s primary aim.
Maintains high-level relationship with vendors and supporters of FPA.
Knowledge, Skills & Abilities
Demonstrated ability to acquire outside resources and negotiate favorable business relationships and develop new business relationships.
Experience in strategic and tactical sales efforts for an organization/association.
Proven ability to engage professionally and appropriately with C-level executives of Fortune 500 firms.
Engages in proactive, practical and creative approaches to solving problems.
Impeccable organizational and communication (written and verbal) skills.
Desire and agreement to work in a learning organization committed to honest, direct and respectful communication.
Ability to work alongside project leads and managers of many teams to effectively translate and activate partnership goals.
Knowledge of current research and trends in financial planning a plus. Willingness to learn required.
Proficient in MS Word, Excel, and CRM systems.
Up to 20% travel to attend conferences, events, sales calls and client visits – dependent upon client base.
This position reports to FPA’s Strategic Partnerships Team Lead.
Education & Experience
Bachelor’s degree in business, sales/marketing or communications required.
Minimum of five years in a mid-level, relationship management position with external sales experience required.
A basic understanding of the financial planning profession, and an understanding of the terminology and process of certified financial planning strongly preferred.
Association experience a plus.
Additional Salary Information: This is a salaried position. Not bonused or commissioned. Please submit a cover letter and provide your salary requirements in it. Thank you.
About Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.
FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.