Manager of Marketing & Communications

Posted 2 months ago

The National Association of Personal Financial Advisors (NAPFA) seeks a marketing professional to serve as Manager of Marketing & Communications. This individual will provide strategic oversight for marketing activities throughout the association and will report to the Chief Executive Officer.

Since its inception in 1983, NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict fee-only, fiduciary capacity, NAPFA affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus.

General Summary of Responsibilities: Responsible for the designing, development and implementation of the organization’s marketing strategies, communications and public relations activities. Leads the efforts of the marketing & communications team and coordinates at the strategic and tactical levels with the other functions of the organization. Responsible for brand management at all levels of the organization. This position may require some evening and early morning hours, offsite meetings, and overnight travel. This position requires excellent management, supervisory and communications skills, and overall dedication to teamwork and customer service.

Position Duties:

Membership Marketing & Communications

  • Develop and implement organization’s strategic marketing plan, including tactics and timelines; work with program managers to achieve program objectives.
  • Develop, implement and manage communications programs to increase member awareness and use of NAPFA member benefits, programs, products and services.
  • Develop and manage content for NAPFA website and e-mail communications.
  • Manage print collateral creation, including media kits, legislative resources and membership welcome/recruitment brochures; ensure consistency in messaging and branding.
  • Manage market research initiatives and recommend new communications strategies based on available data.
  • Provide input on the production of the NAPFA Advisor magazine and ensure that it is published consistent with editorial guidelines and association policies.
  • Manage What’s New @ NAPFA e-newsletter creation and distribution.
  • Develop social media strategy; execute and benchmark results.
  • Manage relationship with public relations firm and assist with public relations activities (including development and distribution of press releases); build relationships with key media.

Event Marketing & Communications

  • Develop event marketing and communications targeted to different audience segments.
  • Create and/or edit event website information, education session descriptions, reports, scripts and PowerPoint presentations.
  • Manage the production of print materials, including the meeting program, exhibitor prospectus, and pocket guide.
  • Manage event mobile app; execute and benchmark results.
  • Manage market research initiatives and recommend new communications strategies based on available data.

Other Responsibilities

  • Develop, maintain and enforce NAPFA style and brand guidelines; train staff on proper use.
  • Edit and proofread external materials for appropriateness, organization, accuracy, quality and conformance to NAPFA style.
  • Manage the development and maintenance of logos, trademarks, service marks, etc.
  • Ensure brand consistency with design, functionality and messaging in all collateral, including print and digital media.
  • Develop and manage marketing and communications budgets.
  • Oversee the selection of and management of relationships and contracts with outside vendors.

Minimum Qualifications for Consideration:

Education: Bachelor’s degree in Marketing, Communications, Journalism or an equivalent course of study.

Credentials (years of experience): Minimum of seven years of experience working in an association marketing and/or communications role, with at least five years experience supervising staff, budgeting, strategic planning, project management and vendor management.

Knowledge, Skills and Abilities Required:

  • Demonstrated skills, knowledge and experience in design and execution of marketing and communications plans.
  • Ability to write effective and compelling copy for recruitment and engagement collateral, event promotions, social media and corporate communications.
  • Excellent organizational and interpersonal skills.
  • Strong written and verbal communication skills.
  • Possess a high level of initiative, ability to meet deadlines, manage projects and personnel, set priorities and work independently.
  • Ability to develop budgets, monitor and control expenditures, while maintaining a high degree of attention to detail.
  • Proficient in Microsoft Office applications, social media platforms and related collaborative technologies, report-writing packages and ability and willingness to learn new software and programs as required.
  • Proficient in social media platforms including Twitter, Facebook, LinkedIn, Instagram.
  • Proficient in editing websites using a content management system and in sending e-mails through a broadcast service such as Constant Contact.
  • Skilled proofreader and editor (must be proficient in A.P. style).
  • Strong project and people manager.
  • Flexible, adaptable, and able to work in a small team environment.
  • Able to work additional hours and travel as needed.


This search is being conducted by Karen Dunn Caspers, MSNM, CAE, Associate, Tuft & Associates.

Those interested in applying should send a resume and cover letter indicating qualifications and scope of experience, using one of these options:

  • Complete the resume submission form below, and include your resume and cover letter.
  • Email your resume and cover letter to Catherine Babjak, Manager, at

Job Features

Job CategoryOpen
LocationChicago, IL