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Financial Literacy Program Manager
2 months ago
We are seeking a highly motivated and experienced Financial Empowerment Specialist to join our team at Inquilinos Boricuas En Accion. The successful candidate will be responsible for providing personalized financial coaching and guidance to our clients, helping them achieve financial security and stability.
Key Responsibilities- Financial Coaching: Deliver one-on-one financial coaching and guidance to clients, focusing on income growth, credit, debt, savings, and long-term asset building.
- Goal Setting: Collaborate with clients to establish financial goals and develop actionable steps to achieve those goals.
- Resource Referrals: Provide referrals to connect clients with resources and services that can aid them in achieving their financial goals.
- Program Support: Support the Program Director with grants, reporting, administrative tasks, and program participation.
- Workshops and Training: Lead and promote financial empowerment workshops, seminars, and events, fostering relationships with community partners and IBA staff.
- Data Management: Identify trends, action plans, referrals, and follow-up, and maintain accurate and confidential client information and progress data.
- Education: Bachelor's degree in Education, Social Science, Finance, or related field.
- Experience: Two or more years of direct experience providing instruction and coaching in community-based organizations, particularly in the area of financial coaching.
- Skills: Demonstrated knowledge of personal finance concepts and coaching, bilingual fluency in English and Spanish, excellent computer, verbal, and written communication skills.
We offer a competitive salary of $69,000 annualized, health, dental, and vision insurance, Flexible Spending Account (FSA), a generous HRA plan, 403b plan with annual employer contribution, and generous paid time off.
Work CultureWe value teamwork and collaboration, believe in developing leaders, and foster a culture of excellence. Our commitment to inclusion, equity, empowerment, and community building is inherent in our mission, imbedded in our values, and demonstrated in the ways we work together to achieve mission impact and outcome goals.