Manager, Financial Coach
Core
Provide one-on-one financial counseling, group education, and resource navigation to help learners achieve financial stability and wealth building.
Role type
Manager, Financial Coach
Builds
Personalized financial action plans, workshops, and community partnerships for learners and alumni
Domain
Non-profit workforce development / Personal Finance
Deliverable
client delivery
Required skills
Financial goal-setting, credit management, budgeting, debt repayment strategies, public speaking, Salesforce data management, community partnership building
Preferred skills
Organizational training and development, adult learning coaching, workforce development systems knowledge
Technologies
Salesforce, Microsoft Office, Google Suite, Slack, Zoom, Canva
Responsibilities
Develop and facilitate financial coaching workshops, manage direct support funds, track coaching outcomes in Salesforce, build relationships with community organizations
Seniority
Manager, hands-on IC
