Education Program Senior Specialist

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Job Title :

Education Program Senior Specialist

Department :

EHE Human Sciences Administration

The Certified Financial Planner™ program at The Ohio State University seeks to hire a CFP® Program Co-Director. This staff position will support OSU’s growing CFP® financial planning program through three primary tasks : 1) coordinate CFP® program completion of underrepresented and diverse students by expanding student mentoring and training.

2) organize enrollment and talent pipeline into the CFP® program; and 3) accelerate placement of undergraduate students in the independent RIA profession post-graduation.

This term-based, 80% part-time position is for 32 hours / week from August 15, 2024 to May 15, 2025, working on the grant-funded project Accelerate Mentorship, Recruitment, and Job Placement of Diverse and Underrepresented Students in the CFP® Program at The Ohio State University.

A comprehensive benefits package is provided, including health insurance benefits.

The ideal candidate has work experience of 3 to 5 years in higher education and financial services, or related fields. Experience with undergraduate curricula and financial planning software is preferred.

A master's degree is preferred but not required. If interested and qualified, the individual can teach, for additional pay, courses in our CFP® program.

Continued part-time employment at 24 hours / week may also be possible on this five-year grant.

Inquiries are welcome! Please reach out to Caezilia Loibl, PHD CFP® ()

Information about the undergraduate CFP program and Consumer and Family Financial Services program is here :

40%- Increase CFP® program completion of underrepresented and diverse students by expanding student mentoring and training.

• Develop fintech component for CFP® courses; work with CFP® course instructors to implement and schedule fintech components in existing CFP® courses and hire fintech instructor;
• evaluate fintech component. Update syllabi for FINRA SIE and Series 65 courses as needed; assist in hiring FINRA SIE and Series 65 course instructors;

evaluate the two courses . Assist in designing student mentoring pathways in collaboration with academic advising; coordinate and review mentoring pathways.

40% - Increase enrollment and talent pipeline into the CFP® program. Coordinate with OSU Marketing and support all aspects of the design of a marketing campaign, its implementation, and evaluation.

Lead efforts to participate in on-campus student events, especially financial planning career fair, OSU student involvement fair, industry-panel discussions, networking across student organizations

20% - Accelerate placement in the independent RIA profession post-graduation. Design industry in-residence program and recruit industry leaders / Plan and host guest speakers, expert panels for CFP® courses. Evaluate student placement.

Explore our extensive benefits

Work-life : Flexible and remote work arrangement opportunities where applicable, childcare program, and access to educational, athletic and cultural events.

Retirement : State pension and alternative options with competitive employer contributions, as well as optional supplemental plans.

Health : Medical, dental, vision and prescription coverage, life insurance, flexible spending accounts and wellness programming.

Time off : Paid vacation and sick time, parental and medical leave plus 11 paid holidays. Short and long-term disability options also available.

Financial : Tuition assistance for employees and their dependents, adoption assistance and discounts with preferred vendors and university partners.

Wellness : Lifestyle spending account, employee assistance program, health reimbursement account, and employee wellness program.