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 two openings:
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
– Budget for education, technology, conferences
– 401(k)
– Paid time off
– This is a remote position
Does this interest you? If so, email us a cover letter and resume to [email protected].
Guide Manager
Job Duties
– Create 1-2 guides (checklists or flowcharts) per month in coordination with the Guide Creation Team.
– Review, respond and incorporate member feedback into the guides as needed.
– Prioritize which guides need to be created, reviewed, and updated due to changes in laws. Coordinated with other members of the team.
– Support Director of Guides in updating the existing guides.
– Create and manage citation support documents for each guide.
– Assist Director of Guides in the management of Guide Production Calendar.
– Write intro copy for each guide, newsletter/blog post announcing new resources.
– Manage the changes to the guides and ensure that feedback/input is gathered, considered, and incorporated into the final/updated versions of the guides.
– 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.
– Have an extremely strong inclination for continuous learning.
– An immaculate attention to detail and strong follow-through.
– Think and articulate concepts in a visual format (flowcharts).
– Be able to think logically through topics and document them succinctly (checklists).
– Direct planning experience with clients is a positive, but not required.
Compensation / Benefits:
– Salary based upon experience
– Budget for education, technology, conferences
– 401(k)
– Paid time off
– This is a remote position
Does this interest you? If so, email us a cover letter and resume to [email protected].
