Chief Executive Officer (CEO)

Chief Executive Officer (CEO)

About the Company

Mission-driven organization advancing pro bono financial planning for at-risk populations

Industry
Financial Services

Type
Non Profit

Founded
1995

Employees
1-10

Specialties

• pro bono financial planning
• financial literacy
• poverty alleviation
• social services
• and volunteers

About the Role

The Company is seeking a Chief Executive Officer (CEO) to lead its mission of expanding access to pro bono financial planning for individuals in crisis or need. The successful candidate will be a dynamic, collaborative, and mission-driven leader with a strategic and financially astute approach to fundraising. Key responsibilities for the CEO include championing the organization's mission, partnering with the Board to drive strategic planning, and ensuring the delivery of technical assistance and resources to support pro bono financial planning programs. The CEO will also be the chief storyteller, responsible for developing strategies to engage donors and professional volunteers, and will oversee all aspects of fundraising, communications, and financial stewardship. Applicants for the CEO position at the company should have a Bachelor's degree and a minimum of 10 years' senior management experience, preferably in a financial services association, nonprofit, or related environment. The role requires a proven track record in fundraising, strong communication skills, and the ability to work with diverse stakeholder groups. The ideal candidate will be a visionary, strategic thinker with a deep understanding of the financial planning sector and a commitment to fostering an inclusive, collaborative, and innovative organizational culture. Success in the role will be measured by the development and implementation of a strategic plan, the establishment of strong relationships with donors, and the achievement of the company's 2030 goals for increased engagement in pro bono financial planning.

Hiring Manager Title
Board Chair

Travel Percent
Less than 10%

Functions

• CEO/President