FPA is seeking a Chapter Engagement Manager to proactively and reactively engage and support the Association's vibrant network of 81 chapters and state councils. The role is critical to ensuring the chapters and their local volunteer leaders and staff receive the support and training they need in all areas of chapter operations and governance. The position requires a high-energy self-started who will bring creativity and innovation to the Association as we usher in a new era of collaboration with the entire chapter system.
FPA's Central Office is located in Denver, Colorado. Remote employment will be considered. Currently all employees are temporarily remote due to the Covid-19 pandemic.
Primary duties and responsibilities:
Provide governance and operational plan training for chapter leaders
Respond to chapter leader and chapter executive inquiries (email, phone, etc.) in a timing manner.
Collaborate with FPA Meetings Team to oversee content development for the annual OneFPA Chapter Leaders Conference
Oversee updates and execution to the chapter affiliation agreement
Review and approve chapter updates to bylaws
Ensure chapter compliance to governing documents
Oversee processing of state council dues
Oversee annual chapter leadership roster updates
Regularly communicate with chapters about FPA programs, services, and resources
Assist in identifying, creating, planning, and developing new chapter programs and services
Provide support to chapter leaders pertaining to FPA services and resources, member recruitment and retention campaigns, and chapter operations
Manage content collection for all chapter leader email communications
Coordinate chapter leadership visits from Association staff and national leadership
Monitor FPA Connect (online) communities designated for chapter support and relations
Manage chapter pages on Association's website
Support chapter performance monitoring, and performance improvement processes and initiatives
Five to ten years of experience in association/nonprofit operations, governance, membership and/or chapter relations
Strong understanding of association best practices related to governance, membership, and financial reporting
Proficiency in verbal, written, and interpersonal communication
Excellent organizational skills, good judgment, and attention to detail
Strong teamwork skills and demonstrated ability to work with volunteer leadership
Ability to balance workload with short- and long-term project deadlines, and work well under pressure
Microsoft Office and iMIS database computer applications; experience with Adobe, and basic html programming helpful
Telecommuting is allowed.
About Financial Planning Association
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. Through a collaborative effort to provide members with tools and resources for professional education, business support, advocacy and community, FPA is the indispensable resource in the advancement of today’s CFP® professional. Learn more about FPA at financialplanningassociation.org.