Financial Planning Manager
2 weeks ago
Position Title: Financial Planning Manager
Position Type: Staff Full-Time
Department: Scholarships and Financial Aid
Job Summary:
The Financial Planning Manager is responsible for overseeing the Financial Planning Coach team, providing leadership and training to ensure effective service delivery. This role involves collaborating with the Assistant Director on scheduling and various administrative tasks, as well as developing and maintaining policies and procedures.
In this position, you will engage with prospective and current students through various communication channels, offering guidance on financial assistance options, including federal, state, and institutional aid. You will create tailored financial strategies and recommendations for students facing financial challenges, ensuring they are aware of available resources.
The role requires a deep understanding of student financial needs and the ability to connect students with essential support services. You will work closely with other staff members to address students' immediate financial concerns through educational initiatives and counseling.
Key Responsibilities:
- Supervise and mentor Financial Planning Coach staff.
- Provide individualized financial guidance to students at risk of attrition.
- Collaborate with Undergraduate Admissions to ensure accurate financial information is communicated to prospective students.
- Act as a liaison between the Financial Planning Coach program and other campus departments.
- Facilitate outreach efforts to engage students in financial planning resources.
Qualifications:
Required:
- Bachelor's degree in a relevant field.
- Three years of experience in a similar role.
- Strong interpersonal and communication skills.
- Ability to handle sensitive financial discussions with empathy and professionalism.
Preferred:
- Master's degree in a relevant field.
- Five years of experience in a comparable position.
- Experience in customer service within a higher education setting.
- Familiarity with financial aid processes and student retention strategies.
This position plays a crucial role in supporting the institution's mission to enhance student recruitment and retention through effective financial planning and support services.
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