CEO - Education Industry

**Roles and Responsibilities**

Position: Chief Executive Officer, for an Institute in Mumbai

Location: Mumbai, India

Reporting to: Board of Directors

Purpose & Highlights of the role
- This is a country leadership role, an entrepreneurial opportunity to build and grow FPSB’s CFP and pathway certification programs in India into a reputed, market leading franchise, among the top 5 countries in the FPSB Network, and aligned with FPSB’s larger vision to establish financial planning as a global profession and the CFP marks as the global symbol of excellence in financial planning.
- The leader will drive FPSB’s LASER strategy in India, aimed at educating and building high standards of financial planning capability among students, practitioners and firms in India, and increasing awareness among consumers of the need for ethical, professional and trusted financial planning solutions, to help them live their best lives.
- S/he will build trusted working relationships with multiple stakeholders to execute the India strategy viz. regulators, industry bodies, educational institutions, financial planning practitioners, firms, and consumers, and will uphold the core values of FPSB in all dealings and practices.

Key Areas of Responsibilities

Leadership and Management
- Rebuild and restore the reputation of FPSB among key stakeholders in India as a credible and valued provider of the CFP certification program in India
- Build a mutually respectful and partnering relationship with the regulators and industry bodies (SEBI, PFRDA, IRDA, AMFI, NISM, etc.)
- Pursue recognition for exemptions to be re-incorporated in the SEBI (Investment Advisors) regulations (2013) along with PFRDA and IRDA
- Review the CFP program in India, and drive initiatives to build a robust, sustainable ecosystem in India, to achieve the goals of increasing the number of CFP professionals to 10,000 to 15,000 over the next 5 years, and maximizing the throughput pipeline in the short term
- Review and expand education and training partner channel, build long term relationships with appropriate incentives and behaviors
- Institute a calibrated, market driven pricing model
- Lead the advocacy strategy for FPSB: Build relationships with SEBI, PFRDA, IRDA, AMFI, NISM, etc.
- Lead the engagement strategy for FPSB: Build communities of CFP professionals, firms, students and allied professionals
- Lead the awareness strategy for FPSB: Drive awareness about the value proposition of the CFP certification, and financial literacy programs targeted at consumers
- Enter into partnerships with educational institutions to incorporate the CFP curriculum into their programs
- Collaborate with FPSB global leadership team on India specific initiatives including the execution of the global branding and promotion strategy for financial planning and CFP certification, and standards for certification.
- Over medium to long term, build India into a global capability hub for the FPSB Network
- Develop and facilitate an ongoing strategic planning process for FPSB in India
- Develop organizational goals/objectives consistent with FPSB’s mission/vision and strategy/annual priorities
- Develop and administer operational policies and procedures
- Ensure risk management policies/procedures are in place and adhered to
- Oversee the development of reporting mechanisms to manage/evaluate the India program activities

Landscape Analysis and Positioning
- Be cognizant of the in country and global developments in financial planning, so as to share appropriate knowledge and advice to the members and communities; initiate relevant policy discussions through research papers, white papers, and thought leadership forums and meetings. Ensure that relevant senior stakeholders are engaged on this agenda on an ongoing basis
- Provide market feedback and inputs to FPSB with a view to strengthen and enable FPSB’s ecosystem in India; work closely with FPSB’s CFP Professional Advisory Council, Firm Advisory Council and other advisory councils in this area
- Establish and regularly review the India program’s competitive position by assessing its strengths and weaknesses and identifying marketplace opportunities and threats

Financial Management
- Ensure effective financial control and budgetary management of the India business, by, among other things, submitting regular financial reports to FPSB and explaining financial/budget variances to FPSB, along with being responsible for all statutory requirements, financial integrity and transparency at all times.
- Ensure that effective internal controls, company policies and management information systems are in place to enable utmost integrity and transparency in actions of all employees and disclosures; whilst maintaining high standards of corporate citizenship and social responsibility wherever FPSB does business.

People and Performance
- Build a high performing team, that is aligned to FPSB’s values
- Ensure appropriate personnel polici