Certification Program Manager

Investment Management Consultants Association•Greenwood Village, CO

56d

About The Position

Reporting to the Associate Director of Programs, the Certification Program Manager represents the Investments and Wealth Institute to current education program candidates, IWI members, education providers, and a variety of organizations with a focus on fostering candidate advancement in our programs and certifications. This role serves as the manager for certification programs by providing support to certification education programs, instructor and ongoing candidate support throughout education delivery. This critical role serves to monitor the quality delivery of the Certified Investment Management Analyst, Certified Private Wealth Advisor, and Retirement Management Advisor certification programs. This may focus on one program individually or include multiple programs concurrently. This role serves in the daily management of internal processes, drafting and updating standard operating procedures (SOP), utilizing technology and available software. Activities will include program logistics and administration while being a partner with the Program Counselor to support candidates during the education program in preparation for the certification exam. This role will also partner with the Associate Director of Education to provide support on certification education program material updates as needed.

Requirements

Bachelor’s degree or related Certification (in training & development or meeting planning) and 5+ years working in an education or association environment preferred.
Comfort with coaching and consulting activities.
2+ years – demonstrated proficiency with learning management system platforms preferred
Experience in Financial Services Industry preferred
Experience working in client or member services along with serving sophisticated clientele is preferred.
Experience in public speaking for in-person and virtual events, preferred.
Comfort and ease in managing multiple programs simultaneously.
Experience with online learning technologies.
Experience working with a variety of organizational stakeholders including members, students/candidates, instructors/speakers, and volunteers, preferred.
Advanced knowledge of the Microsoft Office Suite including Word, Excel and PowerPoint.
Advanced knowledge of video conferencing platforms including Zoom.
Ideal candidate is a quick, receptive, and intuitive learner and is comfortable learning new technologies.
Ability to work well with others, motivate candidates, meet program and project deadlines, and manage tasks and activities.
Positive attitude and energy with a sustainable work ethic.
Excellent communication skills, both written and verbal.
Professional attire (as necessary) and professional personal presentation are required.
Willing and able to provide superior customer service by email, phone, and in person.
Exceptional attention to detail, organizational and problem-solving skills.
Flexibility with changing plans, timelines, and external events.
Travel required - up to 25%, including occasional trips of 4-5 consecutive days; possible consecutive trips to accommodate in-person program and event schedules.