Director, Financial Wellbeing

Apply now Job no: 559068
Work type: Management (MPP)
Location: Pomona
Categories: MPP, Administrative, At-Will, Full Time, On-site (work in-person at business location)

• Provide visionary leadership and strategic direction for a financial wellbeing initiative for undergraduate and graduate students aligned with CSU and institutional priorities related to affordability, personalized pathways to student success, and holistic student wellbeing.
• Lead the design, implementation, assessment, and continuous enhancement of comprehensive, culturally responsive, and student-centered financial wellbeing programs, services, workshops, outreach initiatives, and educational campaigns.
• Develop and advance both short- and long-term strategic goals focused on strengthening students’ financial knowledge, financial resilience, economic mobility, and overall capacity to navigate the financial realities of higher education and life beyond graduation.
• Foster a culture of continuous learning, innovation, and improvement through the thoughtful use of assessment data, emerging research and trends, student feedback, and evidence-informed practices.
• Identify and cultivate opportunities for innovation, strategic growth, cross-campus collaboration, and expanded impact in support of a holistic financial wellbeing ecosystem.
• Develop assessment measures and evaluation tools to determine program effectiveness and student learning outcomes.
• Utilize data to inform decision-making, identify trends, and support strategic planning.
• Recruit, train, supervise, and evaluate peer educators, and/or student employees.
• Manage departmental budgets, grants, and allocated resources responsibly and strategically.
• Seek external funding opportunities and partnerships that support financial wellness initiatives.

• Lead and oversee Cal Poly Pomona’s Financial Wellbeing Initiative focused on empowering undergraduate and graduate students to build financial confidence, financial resilience, economic mobility, and long-term wellbeing in support of their academic, personal, and professional success.
• Design, implement, and sustain a comprehensive, culturally relevant, asset-based, and trauma-informed approach to financial wellbeing that recognizes the diverse lived experiences students bring to conversations about money, including the ways culture, family history, systemic inequities, and prior experiences may shape relationships with financial decision-making, financial stress, and economic opportunity.
• Develop and oversee workshops, trainings, educational campaigns, symposiums, coaching services, university badge opportunities, peer education initiatives, and digital resources related to:
  • Building healthy relationships with money and financial confidence
  • Financial wellbeing for students supporting family responsibilities Balancing work, school, caregiving, and financial obligations
  • Budgeting and money management
  • Credit, debt management, and responsible borrowing
  • Banking, savings, and wealth-building strategies
  • Investing and long-term financial planning
  • Understanding credit scores and establishing credit responsibly
  • Salary negotiation, benefits literacy, and financial preparation for post-graduation life
  • Identity theft, fraud prevention, and financial safety
  • Economic mobility and pathways toward long-term financial stability
• Develop and implement a peer financial coaching and education model that equips and empowers students to serve as trained peer educators, ambassadors, and financial wellbeing coaches who can provide culturally relevant outreach, mentorship, education, and support.
• Create university badge opportunities that recognize students’ engagement, learning, leadership development, and applied financial wellbeing competencies.
• Ensure all programs, services, and educational materials are accessible, student-centered, culturally responsive, and reflective of the identities, strengths, aspirations, and realities of CPP’s diverse student population, including first-generation, low-income, Pell-eligible, transfer, parenting, and historically underserved students.
• Provide direct support, coaching, and…