IT Technology Program Management Analyst (IT Project Manager)

Job Description

Job Description

The Analyst in the IT Technology Program Management team plays a key role in supporting the successful delivery of technology initiatives that advance CFP Board’s strategic objectives. Working under the guidance of the Director, Technology Program Management Office, this position manages small to medium-scale IT projects, coordinates internal and vendor resources, and ensures project milestones are met on time and within scope.

This hybrid position working 3 days in-office is based at CFP Board headquarters in Washington, D.C., and offers professional growth opportunities through mentorship, exposure to enterprise IT initiatives, and hands-on project management experience.

Essential Functions :

Project Planning & Initiation

• Gather and document business and technical requirements in collaboration with stakeholders.
• Prepare detailed project plans, schedules, resource allocations, and cost estimates.
• Develop project charters, timelines, and key deliverables in alignment with CFP Board standards.

Execution & Monitoring

Stakeholder Engagement & Communication

Quality Assurance & Closeout

Background / Skills / Abilities :

Preferred :

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.

CFP® certification is held by more than 106,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

This position works on programs which are part of the 501(c)(3) and 501 (c)(6).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $77,000.00 to $95,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.