ESSENTIAL DUTIES AND RESPONSIBILITIES
Under the general supervision of the Director of Economic Empowerment Programs, the Assistant Director will work to ensure the overall expansion and success of Level Up's financial c oaching i nitiative, as it is implemented across several RiseBoro social service programs. Level Up! utilizes a client-centered model that prioritizes the unique personal finance goals of each client served. The Assistant Director will be primarily responsible for strengthening Level Up! financial coaching services and working with the Director to strategize, develop, and implement the growth and expansion of financial coaching across the RiseBoro social service portfolio. The Assistant Director will directly supervise all Financial Coaches, as well as recruit, train, and onboard new coaches. They will oversee work product and integration of Financial Coaching into programs, work with other supervisors and directors to ensure the success of the program, and develop a closer coordination between Financial Coaches and Career Coaches within Level Up! The Assistant Director will also monitor data and inputs into Change Machine to track performance, identify gaps, and propose solutions as they are needed.
Supervisory & Leadership
Onboard and supervise all Financial Coaches; responsible for establishing internal KPIs and performance goals of supervisees, including minimum number of client meetings, relevant financial security outcomes, etc.
Hold 1:1 and group supervision of designated supervisees to ensure support and monitoring of their workload and progress; identify and pursue training opportunities to fill capacity or knowledge gaps.
Work alongside Director to provide general leadership of financial coaching program and mentorship to coaches across all programs, which may include facilitating weekly team meetings, making presentations to other programs about Level Up!, offering technical assistance to coaches on financial related topics, providing training when needed; monitoring progress in case management tracking system (Change Machine).
Work collaboratively with staff across programs (Homebase, LEAP, Home 4 Good, etc.) in order to achieve the outcome metrics required by the programs
Identify other programs needing financial coaching services and integrate services in alignment with Level Up! goals and capacity.
Work collaboratively with other Level Up! staff including, Career Coaches, to achieve financial goals with clients.
Work with the Director of Economic Empowerment Programs to spread financial literacy and financial coaching services to staff , as needed.
Assist in planning, coordinating and participating in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A).
Remain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services exist.
Develop relationships with external service providers, such as workforce or education providers, in order to make effective referrals that enhance financial security.
Adapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clients.
Financial Coaching
Hold up to 5 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costs.
Plan and coordinate Financial Coaching workshops for small groups of clients, and transition attendees into 1 -on-1 meetings.
Conduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partners.
Other related duties as assigned.
COMPETENCIES
Demonstrated professional experience in social services with a focus on personal finance management required
Demonstrated professional expertise in Financial Coaching/Counseling required
Exceptional organization and process management skills, i.e., starting multi-step projects and seeing them through to completion
Ability to work independently and collaboratively as a team
Ability to lead and inspire with a positive attitude and an entrepreneurial spirit
Ability to think critically and problem-solve
Excellent verbal and written communication skills with the ability to conduct effective presentations as needed
Excellent interpersonal skills with the ability to maintain positive relationships with staff and external contacts
Dedication to continuous learning, improvement, and professional development
Commitment to RiseBoro's mission, vision, and values
Ability to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communities
Demonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.
EDUCATION AND EXPERIENCE
Associate's degree required; Bachelor's degree Preferred
A minimum of five years of professional experience in social services
Focus on personal finance management preferred
Financial Counseling/Coaching Designation Required (AFC, FFC, CFP, etc.)
Qualifications
EQUAL EMPLOYMENT OPPORTUNITY (EEO)/AFFIRMATIVE ACTION POLICY STATEMENT
It is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.
