Financial Coaching Manager; CWC)

Anti poverty programs in the United States provide critical, but insufficient, support to families with low incomes. Income-based programs provide families with only enough resources to meet day-to-day expenses. If we are to end poverty and narrow gender and racial wealth gaps in our communities, we must do more than provide money to live by. Instead, we must support families to grow the financial assets and capabilities needed to achieve the goals and dreams they live for.

As a Financial Coaching Manager at Compass Working Capital, you'll share our unwavering belief in people’s ability to achieve their goals and dreams. By overseeing a team of Financial Coaches, you'll promote high quality experiences for clients and help track progress towards key team metrics.

This is a unique role because you will both serve as a manager of coaches and also as a financial coach during a portion of each workday. As a manager, you'll serve as a solutions-oriented mentor and collaborator providing Financial Coaches with the tactics and encouragement they need to perform at their best each day. As a coach, you'll have the chance to work directly with clients to reach their goals, chart pathways to goal attainment, and promote access to financial education and asset-building opportunities.

Beyond sharing financial tips and strategies, you'll connect clients with a unique opportunity to build savings. Over the past ten years, our clients have built over $6 million in savings through participation in our flagship program.

You'll be a wonderful addition to our team if you have a passion for team-based management, leadership, and service, and are energized by the opportunity to help others work step-by-step to achieve life-changing goals. Prior experience as a financial coach and a team leader is required. We look forward to receiving applications from candidates who have had formal experience leading teams as well as from those who have led volunteer or community groups during their free time.

As Financial Coaching Manager, you will mentor, supervise, and invest in the growth of the coaching team in service of our clients. Your core work is to provide oversight of and be accountable for the coaching team’s outcomes and performance.

Financial Coaching Managers will oversee a team of 3-4 Financial Coaches and work with between 60 and 80 clients to meet the graduation requirements of the federal Family Self-Sufficiency (FSS) Program . FSS is a five year program through which clients work closely with their coaches to grow their financial assets and achieve their personal and professional goals.

We're hiring a cohort of 3 to 4 Financial Coaching Managers this year and each will receive onboarding and job training. This includes ongoing support from Program Managers, the Director of Programs and Compass' Chief Program Officer.

Please be sure to apply if it's your ambition to be a strong advocate for the success of your team while also serving as a financial coach to families with low incomes.

The key responsibilities of this position include:

• Oversee and support your cohort of Financial Coaches to achieve goals in partnership with clients
• Partner with the Program team at Compass to ensure you and your team are on track to achieve key performance objectives
• Provide customized in person or phone-based one-on-one financial coaching sessions focused on: income growth, credit, debt, savings, and long-term asset building
• Serve as a partner and champion as clients set goals and define action plans to achieve short and long-term objectives
• Identify and connect clients with resources to help meet short-term needs and enable progress towards their long-term goals
• Maintain required records…