The Senior Financial Services Manager will have two primary areas of responsibility: 1) develop, refine, and codify standards for core Compass financial services content across all of our programs, including personal finance curriculum, tools, resources, and, methodologies, and 2) develop and implement financial coaching training curriculum and technical assistance resources for our national network partners. The Senior Financial Services Manager will work in close partnership with the Director of Financial Services and the Director of National Impact to ensure the integration and alignment of financial services content and training across our local and national sites.
Primary areas of responsibility include:
Build and develop financial services content, tools, resources, and methodology
Review, refine, and codify set of standards for core Compass financial services content, including goal setting, budgeting, credit building, saving, and home buying to strengthen overall program impact and client satisfaction
Collaborate with instructional design consultant and/or staff to develop content
Develop and oversee all resource guides, including client facing resources and practitioner focused
Provide technical support to financial coaching Provide expert support and consultation to financial coaching team on personal finance topics, including consultation as needed on individual clients.
As needed, develop referral partnerships and/or recruit and oversee contractors for specialized client services
Develop and review content, structure, and impact of core financial education workshops and specialized
Oversee curriculum for core financial education workshops and develop, as needed, curriculum for specialized workshops
Assess feasibility of, and/or determine plan for, utilizing volunteers to deliver core workshops and/or specialized workshops
Work with Director of Learning and Knowledge Management to assess client satisfaction with workshops
Identify and cultivate strategic partnerships with financial services community.
Develop partnerships with financial planning firms and industry groups/leaders (e.g. the Financial Planning Association, CFP Board, ) to provide content expertise and support, extend client offerings, and strengthen client outcomes
Attend and contribute to community-based and external trainings and field-related conferences
Monitor developments in the financial capability, coaching, planning, and technology fields
Develop financial coaching training curriculum and technical assistance resources for national network partners
Lead the ongoing development of curriculum to train new financial coaching partners, with a focus on maintaining alignment with existing content and curriculum
Collaborate with instructional design consultant or staff to develop curriculum
Lead the development of customized financial coaching entry points and support for partners depending on their stage of growth and This will include tools, templates, quick reference guides, resources, short videos explaining key concepts, and Q&A to address common questions and concerns.
Collaborate with e-learning consultants or developer(s) to build web-based content and tools
Compass seeks a mission-oriented Senior Financial Services Manager with a strong, professional background in personal finance and a proven track record in providing, developing, and implementing culturally proficient financial coaching and education programs for low-income families. Specific qualifications include:
Commitment to Compass Dedication to and passion for Compass’s mission to support low-income families to build assets and financial capabilities as a pathway out of poverty. Strong understanding of financial issues and structural barriers for low-income families, including knowledge of housing and public assistance programs, is preferred.
Professionaland educational background. Bachelor’s degree required and at least 8-10 years of Advanced degree and/or certification in financial planning (e.g., CFP or AFC) is strongly preferred.
Financial services Strong professional background in financial coaching, financial planning, banking, and/or asset development. Direct experience providing financial coaching, education, and/or planning services to low-income clients is preferred. E-learning expertise is a plus.
Excellentoral and written communication skills. Ability to be an effective and persuasive advocate for Compass’s Strong, focused attention to detail and ability to complete work with the highest level of accuracy and efficiency.
Commitment to innovation, excellence, and Energized to work in an entrepreneurial, growth- oriented nonprofit organization. Demonstrated commitment to testing and evaluating new ideas and to building data driven, high impact organization. The ideal candidate will be a proactive team player, with a willingness to pitch in to support larger organizational goals.
Personal Compass requires the highest ethical standards and integrity in service to our network partners and direct-service clients. The ideal candidate will also possess maturity, self-awareness, and sound judgment.
Additional Information This position will be based out of our Boston office. Travel to our Lynn office and to our national network sites may be required. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. In addition, it does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the position change.
To Apply To apply, please submit a resume and cover letter to: firstname.lastname@example.org. Please identify the job title in the subject line of your email.
Founded in 2005, Compass Working Capital (“Compass”) is a nonprofit organization that supports low-income families to build assets and financial capabilities as a pathway out of poverty. More broadly, Compass seeks to build a leading, nonprofit financial services organization that promotes economic mobility and financial security for low-income families by influencing field-related practice and po...licy.
Over the last seven years, our focus has been the launch and expansion of an innovative, new model for the Family Self- Sufficiency (FSS) program, a historically underutilized employment and savings program for families who live in federally subsidized housing. The first program of its kind in the country, the Compass FSS program is offered through partnerships with multiple housing partners in Massachusetts, Connecticut, and Rhode Island.
Building on the success of our local programs in New England, Compass launched a national network in 2016 to help expand the scope and impact of the FSS program around the country. Through this network, Compass provides training and technical assistance to mission aligned housing partners who seek to implement the Compass FSS model in their own communities. The Compass FSS program continues to attract local and national attention as an innovative model that supports low-income families to build assets, achieve their goals, and make progress toward financial security.
In addition to our flagship FSS programs, we also provide contract-based financial coaching programs for other organizations that serve low-income families.
For more information, please visit www.compassworkingcapital.org