Assistant Director of Financial Planning- Remote

Assistant Director of Financial Planning

At My Computer Career , we're transforming lives through tech education! Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we're focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter.

Compensation: $65-70K

Location:

Remote

Hours:

Tentative schedule is 9am-6pm EST 2 days a week, 1:30am
-8:30pm EST 2 days a week, 11am-7pm EST Fridays (and Saturdays, 1-2 times a month 10am- 4pm EST).

Candidates can reside in one of the following states: AL, AR, AZ, FL, GA, , IN, KY, LA, MI, MO, MS, NC, NV, OH, OK, SC, PA, TN, TX, UT, VA, and WI

Purpose Of Position:

The Assistant Director of Financial Planning is expected to monitor the performance of the Financial Planners and Financial Counselors including meeting with prospective students and walking them through the enrollment process. They are also expected to lead the Financial Planners and Financial Counselors in hitting their goals.

The Assistant Director of Financial Planning is expected to mentor specific Financial Planners and Financial Counselors and provide additional motivation and coaching depending on their needs. The Assistant Director of Financial Counseling is expected to lead their assigned team to achieve higher results.

Essential

Job Duties And Responsibilities:

• Mentor Financial Counselors and Financial Planners and provide coaching on best practices
• Continually train and develop Financial Planners and Financial Counselors
• Consistently maintain top performance
• Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring
• Ensure that Financial Planners and Financial Counselors are meeting compliance standards
• Manage the queueing system to ensure students are assisted in the proper time frame
• Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning
• Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed
• Misc. duties as assigned by the Sr Director of Financial Planning

Key

Competencies:

• Demonstrating ethics and integrity
• Communicating effectively (oral and written)
• Leading and developing a team
• Solving problems and making decisions

Education & Experience Requirements:

• Bachelor's degree or a combination of education and experience.
• Some Salesforce CRM experience preferred
• 9 months demonstrated results in Financial Counselor role or 2 years combined financial aid experience preferred
• 2 years team management experience preferred

Physical And Cognitive Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to:

• Listen to employees and communicate verbal and written feedback. Must be able to exchange accurate information in these situations.
• Observe the financial counselor team and detect concerns or areas for improvement.
• Frequently move about the office.
• Maintain a high level of consistent cognitive function to effectively coach a team of financial aid counselors and assist students.
• Stoop, kneel or crouch when maneuvering the office environment.
• Lift up 25lbs at times.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other duties, as assigned by their manager