Manager, Financial Coach

 

Department: Learner Support
Employment Type: Full-time / Hybrid (Remote with periodic onsite work required)
Reports To: Manager / Learner Support Team Lead

Position Purpose

Financial Coaches support Per Scholas Learners and Alumni on their journey toward financial stability and long-term wealth building. This role combines one-on-one financial counseling, group education, and resource navigation to help Learners overcome barriers during training, successfully transition into employment, and achieve their personal financial goals.

Key Responsibilities

Direct Coaching & Counseling

• Provide one-on-one Financial Coaching to Learners and Alumni, focusing on financial goal-setting, behavior change, and long-term financial wellness.
• Help Learners effectively manage credit, debt, personal banking, and daily money management.
• Support learners in developing personalized financial action plans, including budgets, savings goals, credit repair strategies, and debt repayment plans.

Group Workshops & Educational Curriculum

• Content Development: Develop, facilitate, and implement engaging Financial Coaching content and workshops on core financial topics.
• Resource Management: Create and maintain dynamic national and local tools, including articles, tip sheets, and instructional worksheets.

Resource Navigation & Emergency Support

• Community Partnerships: Build and maintain strong relationships with community organizations and government agencies to provide credible referrals for complex financial matters (e.g., bankruptcy, small business startups, foreclosure prevention).
• Direct Support Fund Management: Inform, screen, track, and monitor Learner access to available direct support funds.

Data Management & Reporting

• Document all coaching sessions, Learner/Alumni goals, and case metrics accurately in Salesforce.
• Track and report both quantitative and qualitative outcomes related to financial capability (e.g., budget adoption, savings growth, credit score improvement).
• Support overall program evaluation efforts by collecting and sharing success stories and Learner/Alumni feedback.

Program Development & Collaboration

• Team Collaboration: Participate in regular conferencing with the Financial Coaching team, Learner Support Team, and broader Per Scholas staff to ensure integrated support and targeted client interventions.
• Contribute to innovation projects and alumni engagement initiatives that promote continued financial growth and enhance wellness programming.
• Professional Development: Maintain relevant Financial Coaching accreditations and stay updated on the latest developments, local policies, and trends in the financial education field.

Position Requirements

Education & Experience

• Education: Bachelor’s degree required.
• Experience: 2–4 years of relevant professional experience.
• Certifications: Active Financial Coaching certification or license required (e.g., AFC® or equivalent).

Skills & Competencies

• Technical Proficiency: Comfortable utilizing Microsoft Office (Word, Excel, PowerPoint), Google Suite, Salesforce, Slack, Zoom, and Canva.
• Communication: Strong public speaking, presentation, and written communication skills; exceptional attention to detail and time management.
• Mission Alignment: Passion for personal finance, financial education, economic justice, and equity. Dedicated to working with diverse populations from a strength-based perspective.

Preferred Qualifications

• Experience in organizational training and development or learning and development (L&D).
• Experience collaborating with and coaching adult learners (18+).
• Knowledge of workforce development systems.

Personal Attributes

• Thrives in a creative, fast-paced, startup-style environment.
• Data-driven, result-oriented, and a collaborative team player who can also work independently.
• Enthusiastic, energetic, respectful, and fully aligned with the mission that individuals from any community deserve access to well-paying careers.

Physical & Work Environment

• Onsite Presence: Hybrid schedule. Employees work remotely with periodic onsite work required, depending on the specific location.
• Physical Demands: No specific physical lifting or heavy labor required.
• Travel: No travel required.

 

LI# Remote 

For this role specifically, we are targeting a salary range of $60,000- $70,000/year. The salary difference is typically determined by several factors, including the geography where the selected candidate resides and alignment with qualifications and experience.