CeriFi

Senior Content Developer, SME

CeriFi

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Senior

About the role

  • Create, edit, maintain, deliver, and update Dalton Education’s intellectual property for the CFP® certification examination, education programs, review programs, and related programs
  • Develop, execute, and maintain content updates and schedules aligned with CFP Board requirements
  • Create annual and quarterly planning calendars for curriculum revisions, content development, and course development
  • Coordinate with staff and stakeholders to prioritize content development and update needs
  • Manage content and course lifecycles regarding new regulatory or CFP Board requirements
  • Plan, schedule, and execute course and content releases to minimize disruption to ongoing programs
  • Manage, design, develop, and update slides, quizzes, exams, cases, booklets, assessments, media assets, delivery tools, and delivery systems
  • Create and/or coordinate the development of new education content and assemble content into course offerings
  • Manage and update materials in the Learning Management System (CMS/LMS) and build/design content into the CMS/LMS as assigned
  • Correspond and coordinate with faculty to resolve student and faculty inquiries related to the LMS or related technology
  • Consult with Subject Matter Experts to ensure accuracy of the content and collaborate cross-functionally for CMS/LMS optimization
  • Promptly respond and resolve student and/or faculty inquiries, coordinate and obtain feedback, and support student success programs and initiatives
  • Monitor student engagement metrics and intervene when necessary
  • Maintain and continuously update knowledge contemporaneous with industry and law changes and attend relevant CFP Board meetings or conferences

Requirements

  • CERTIFIED FINANCIAL PLANNER® certification
  • Bachelor’s Degree in Accounting or Finance and/or professional financial planning experience
  • Demonstrated ability to manage multiple projects simultaneously and with close attention to detail
  • Excellent written and oral communication skills
  • Strong analytical, problem solving, and critical thinking skills
  • CFA, CPA, Master of Science in Accounting or Taxation, or JD preferred
  • Prior teaching and/or writing experience
  • Financial planning industry experience
  • Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint
  • Adobe FrameMaker a plus
  • Ability to accurately interpret and summarize law changes related to key financial planning areas