Financial Education Program Manager, Urban Affairs Coalition

Posted by on October 24, 2011

Job Description – Financial Education Program Manager, Urban Affairs Coalition

Urban Affairs Coalition
Community and Economic Development (CED) Department
1207 Chestnut Street, Philadelphia, PA  19107

October 19, 2011

POSITION:    Program management position with the Community and Economic Development (CED) Department of the Urban Affairs Coalition (UAC). This department builds bridges between low- and moderate-income people and mainstream financial institutions through financial education, asset-building programs, special loan programs for home improvements, foreclosure prevention information and development of loan programs for small businesses in the Philadelphia region.

GOALS:  Manage and expand the Financial Education Program. The program includes Financial Advancement Network (FAN) Clubs, workshops, conferences, roundtable discussions, collaborative projects with allied agencies, website, publications and coordination of the Financial Education Subcommittee of the CED Committee.

RESPONSIBILITIES and TASKS:

•    Manage the organization’s signature financial education program – Financial Advancement Network (FAN) Clubs:  FAN Clubs combine traditional financial training with peer group support for meeting personal financial goals. This includes recruiting host agencies, recruiting and training trainers, developing additional tracks, vetting curricula, conducting the first session for each club, coordinating the graduation ceremony for each club, surveying and evaluating results, maintaining data base, publishing the FAN Club newsletter and generally marketing the program.

•    Provide leadership to the multi-state expansion of the FAN Club program through the introduction of a chapter system. This includes keeping the FAN Club Operations Manual current, expanding the menu of vetted curricula, recruiting and training trainers, recruiting and supporting chapter institutions, developing and maintaining the FAN Club website, writing content for website and other publications and cultivating contacts and relationships with potential partners.

•    Schedule financial literacy workshops: UAC organizes 30-60 single topic workshops per year by connecting host agencies with qualified speakers. Host agencies include nonprofit organizations for their clients and/or employees, for-profit employers, social service agencies, workforce training programs and churches in low- and moderate-income areas of the City of Philadelphia and four suburban counties in Pennsylvania. Financial Education Program Manager will identify requests, arrange for trainers to conduct the workshops, provide participant materials to workshop sponsors, maintain database and evaluate results.  (Note: Occasionally, interns are available to assist with this function.)

•    Coordinate the newly-formed Financial Education Subcommittee: The subcommittee was formed to help coordinate financial education initiatives in the region, promote best practices and support UAC/CED’s Financial Education programs. Manager will convene meetings, develop agendas in consultation with the subcommittee’s co-chairpersons, coordinate subcommittee projects and expand membership.

•    Manage and expand the Financial Education Speakers’ Bureau: UAC/CED recruits, trains, assigns and sometimes contracts with professionals to serve as speakers for the FAN Clubs and workshops.

•    Develop new financial education initiatives and relationships.

•    Conduct financial literacy workshops, FAN Club training sessions, serve as panelist, speaker or workshop leader at conferences.

•    Document activities and outcomes, evaluate results and maintain a database.

•    Provide reports to the department director as needed for the CED Committee, funders and management.

SKILLS REQUIRED:  The Financial Education Program Manager must have expert knowledge in both the content and art of personal financial education and should be respected as a leader in the field. A degree in finance or certification as a financial planner or accredited financial counselor is desirable. The Manager must have people, communication and organizational skills and be good at outreach and networking. He/she  must be able to work with Microsoft Office Suite software programs. Knowledge of Efforts-to-Outcomes (ETO) software is desirable.

LOCATION OF WORK:  CED Department of UAC located on the 5th floor of 1207 Chestnut Street, Philadelphia, PA  19107.  Manager must have his/her own automobile transportation for field work.

HOURS:  The person is expected to work at least 35 hours per week plus some evening and weekend events as well.

COMPENSATION:  This is a salaried position with full benefits. Salary $35,000-$45,000.

SUPERVISOR:  Financial Education Program Manager will report to Donald Kelly, Director of the Department of Community and Economic Development.

FOR MORE INFORMATION:  Contact: Donald Kelly, Director of CED, 1207 Chestnut Street, Philadelphia, PA  19107, telephone 215-851-1738, e-mail: [email protected]