Learning Portfolio Coordinator

Position Overview:

Now Hiring: Learning Portfolio Coordinator

📍 Remote, Hybrid

💰 $48,000–$50,000 annually (based on experience) + Annual Bonus

🕒 Full-Time | Exempt

Position Summary
Supports the coordination, development, and delivery of CFMA Live Webinars, Live Online Courses, and Certificate Programs (“Live Online Education”). The Learning Portfolio Coordinator assists the Education team in managing program logistics, coordinating subject matter experts, maintaining documentation, and ensuring smooth execution of educational programming aligned with CFMA’s education strategy and adult learning principles.

Key Responsibilities:

Program Coordination & Implementation

• Assist with the planning, coordination, and execution of Live Online Education programs including webinars, online courses, and certificate programs.
• Coordinate logistics for educational programs including scheduling sessions, managing speaker materials, and organizing production timelines.
• Support preparation and review of presentation slides, presenter bios, scripts, and supporting program materials.
• Assist in scheduling rehearsals, managing program run-of-show documents, and live session delivery.
• Maintain program documentation and records related to educational programming.

Portfolio & Project Support

• Assist the Education Portfolio Manager in coordinating multiple education programs and tracking project timelines and deliverables.
• Maintain project management boards, calendars, and internal tracking systems for education initiatives.
• Support development and maintenance of program documentation including templates, policies, and standard operating procedures.
• Assist with managing program files, agreements, and internal documentation.

Speaker & SME Coordination

• Coordinate communications with subject matter experts (SMEs) and presenters regarding program logistics and requirements.
• Assist with maintaining and updating the SME Database and related program records.
• Provide logistical support for presenter onboarding, communications, and materials collection.

Internal Collaboration & Administrative Support

• Serve as the primary contact for CFMA education email inquiries.
• Coordinate with internal teams such as Marketing and Communications, Finance, and Membership to support program promotion and execution.
• Assist with preparing materials for education committees and meetings.
• Support communication between the Education team, internal teams, and external partners to ensure smooth program delivery.
• Provide proofreading and copy edits of education content.
• Provide administrative and operational support for education initiatives as needed.

Independent Action:

Incumbent works under the guidance of the Learning Portfolio Manager and follows established procedures and timelines to complete assigned responsibilities. Work priorities are generally established by the Learning Portfolio Manager; however, the incumbent is expected to manage assigned tasks independently and escalate issues when guidance is needed.

What’s in It for You:

• Competitive salary commensurate with experience
• Eligible for annual performance-based bonus
• Mission-driven work supporting a nationwide professional community
• Collaborative, supportive team culture
• Robust benefits package, including:
• Medical, Dental, & Vision Insurance
• 401(k) with 5% employer match
• Life & AD&D (2x salary up to $250,000)
• Short-term & Long-term Disability
• PTO up to 20 days annually + paid holidays
• Office closure between Christmas & New Year’s

Pay Range: USD $48,000.00 - USD $50,000.00 /Yr.