The Pro Bono Manager is a fulltime position that oversees, designs, and executes FPA’s Pro Bono program. This individual will perform all duties related to ensuring our members and chapters have the tools, resources and support needed to participate in national and local pro bono initiatives. This position is primarily funded through an annual grant from the Foundation for Financial Planning.
Key duties and responsibilities include the following:
Serves as staff liaison to the FPA Pro Bono Advisory Council to provide overall leadership, management, coordination and strategic vision for the workgroup.
Serves as staff liaison to the Foundation for Financial Planning.
Provides coordination and regular evaluation of the Pro Bono program’s national partnerships and initiatives.
Manages the development and implementation of an annual budget for Pro Bono activities.
Oversees and assists in development and delivery of tools and materials essential to supporting the program including; training programs, in-a-box deployment tools for FPA chapters, supporting collateral and materials, various disclosure/approval/sign off/ tracking forms and processes, legal agreements, etc.
Plans and directs outreach and training programs to recruit additional FPA members into pro bono work.
Represents FPA in strategic partnerships and relationships with respect to FPA’s pro bono activities.
Builds and maintains relationships with FPA staff, volunteers and external partners.
Develops and manages timelines of each national program to meet planning deadlines.
Manages and creates internal planning processes and timelines including post event reporting to improve future efforts.
Requirements and attributes include:
Excellent project management skills with ability to manage many tasks in a fast-paced environment.
At least 5 years of volunteer /non-profit/association management experience.
Strong passion and/or experience in social justice/advocacy/pro bono/community outreach.
Quality writing skills.
Excellent communication skills, with an ability to tailor messages, understand the perspectives of others, share information readily, and the ability to listen as well as give feedback in a respectful and diplomatic way.
Strong comfort and understanding of the multi-faceted work entailed when collaborating with partner organizations, volunteers, board members, chapter leaders, and internal allies.
Strong program development, oversight experience and time management skills.
Ability to work closely with others with a focus on driving collaboration and operational effectiveness.
The Financial Planning Association is the largest professional membership association for CERTIFIED FINANCIAL PLANNERS™ and also includes members who support the financial planning process. With over 23,000 members and 91 chapters, FPA represents and serves its members through professional education offerings, business development support, advocacy efforts and networking opp...ortunities. As the organizational community for CFP® professionals, the FPA staff is dedicated to creating an exceptional experience for its members and volunteer leaders while moving the profession of financial planning forward.
One of the fundamental ways that FPA helps build the financial planning profession is through its pro bono efforts – helping FPA members serve individuals who need financial planning advice but who cannot afford the services of a financial planner.
Faced with mounting debt, rising costs of college, retirement and healthcare, many individuals need advice on how to plan and manage their finances wisely and through FPA’s pro bono program, FPA closes the gap between the need for quality financial advice from trusted professionals and the inability of some people to hire a financial planning professional.