About the Position

Reporting to the VP of Programs, the Financial Wellness Manager will have direct team leadership over our program commitment to ensure all our guests have the financial tools everyone deserves, empowering them to confidently take charge of their financial futures. The Manager will lead a team of Financial Wellness Specialists to deliver programming that makes financial education and training available to everyone, while building partnerships and shaping pathways that change families’ financial futures.

While empowering this team, the Manager will also become our key subject matter expert in financial empowerment and economic mobility, staying abreast of industry trends and opportunities, and managing key external relationships amongst various service providers and entities that interact with our guests through referral or collaborative efforts related to economic mobility. Further, the Manager will partner with leadership to shape our organization’s future efforts to enhance economic mobility for our guests through refined or new program opportunities and/or collaborations.

Regular Tasks in this Role: Program Leadership & Management

-  Ensure ongoing programmatic excellence and work with staff to develop systems to ensure consistent, high-quality service delivery.

-  Serve as the primary point of contact and problem solver for the Financial Wellness Team and services related to financial empowerment and economic mobility. 

-  Define and refine program goals in collaboration with the VP of Programs, and create clarity of action and performance for the team in pursuit of program goals.

-  Research and identify best practices in relevant program areas such as case management, motivational interviewing, intake management, financial counseling, classes and facilitation, VITA programming, asset building, economic mobility coaching, homeownership pathways, and curriculum development, etc., to enhance service offerings and impact.

External Relationships

-  Strengthen existing partnerships and establish new relationships, including resource connections, home ownership, job placement and upskill, financial partners, etc.  Financial partnerships include those in the social service field, banking and lending institutions, mortgage companies, insurance providers and other local professionals.

-  Establish relationships and credibility with partner organizations for referral and program development purposes. Communicate resources available and partnership pathways to program staff.

-  Embody, represent and communicate values of Community Action House to internal and external audiences.

Team Development & Leadership

-  Coach and develop staff members to become high performing team members. Develop and maintain internal team training, including onboarding and continuous improvement of internal training processes to improve overall staff retention and satisfaction. 

-  Lead various tactical team meetings and huddles.

-  Establish clear role expectations and accountabilities across team members to enhance overall team performance and execution of program and services.

For more details on the position and to submit an application, please visit our website here --> Financial Wellness Program Manager