Job Classification: Non-Exempt

Reports to: Director of Certification Standards

Job Purpose: This position is responsible for the development, implementation, and administration of the continuing education (CE) Sponsor/Provider program submission review and acceptance process for CIMA / CIMC / CPWA / RMA certifications.

Goals and Objectives:

• Develop, maintain, and administer detailed processes for CE Sponsor/Provider application submissions including program evaluation and determination.
• Maintain detailed processes for renewing and expiring CE Sponsors and accepted programs.
• Coordinate/participate with IT department and/or vendors in developing and enhancing database functionality and processes to improve procedures around CE Sponsor/Provider relations.
• Develop and maintain effective communications that educate and support CE Sponsor/Providers.

Duties and Responsibilities:

• Review, evaluate and process CE Sponsor and Provider applications and communicate outcomes within service levels.
• Review, evaluate and process provider course/program submissions against required criteria to determine applicability and communicate outcomes within service levels.
• Facilitate renewal reminder process for expiring CE sponsors and accepted CE programs within service levels.
• Develop and monitor website content specific to CE Sponsor/Providers.
• Provide input to develop improvement opportunities for processes and system functionality and online resources.
• Develop and administer audit process for CE sponsors.
• Administer audit and secret shopper process for certification exams.
• Perform system maintenance for CE programs and active CE providers.
• Develop and provide statistical reports as needed.
• Maintain SOPs.
• Support the Certification Department as needed, including customer service.
• Participate in other projects and directed

Education and Experience:

• High School graduate required
• Bachelor’s degree preferred
• Intermediate level knowledge/experience with Microsoft Office products required
• Experience building constructive relationships with a variety of customers required
• Experience in certification/credentialing field preferred
• Experience in the financial services industry preferred

The salary range for this position is $55,000 to $60,000

IWI has a hybrid workplace, requiring in office attendance 2 days per week.

Investments and Wealth Institute is an equal opportunity employer.

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