Note: The job is a remote job and is open to candidates in USA. Per Scholas is a nonprofit organization that provides technology training and learner support to promote economic mobility and opportunity. The Manager, Financial Coach supports learners and alumni through one-on-one financial counseling, group education, resource navigation, and financial wellness programming. The role also manages data, reporting, partnerships, and program development activities.
Responsibilities
- Provide one-on-one Financial Coaching to Learners and Alumni, focusing on financial goal-setting, behavior change, and long-term financial wellness
- Help Learners effectively manage credit, debt, personal banking, and daily money management
- Support learners in developing personalized financial action plans, including budgets, savings goals, credit repair strategies, and debt repayment plans
- Develop, facilitate, and implement engaging Financial Coaching content and workshops on core financial topics
- Create and maintain dynamic national and local tools, including articles, tip sheets, and instructional worksheets
- Build and maintain strong relationships with community organizations and government agencies to provide credible referrals for complex financial matters (e.g., bankruptcy, small business startups, foreclosure prevention)
- Inform, screen, track, and monitor Learner access to available direct support funds
- Document all coaching sessions, Learner/Alumni goals, and case metrics accurately in Salesforce
- Track and report both quantitative and qualitative outcomes related to financial capability (e.g., budget adoption, savings growth, credit score improvement)
- Support overall program evaluation efforts by collecting and sharing success stories and Learner/Alumni feedback
- Participate in regular conferencing with the Financial Coaching team, Learner Support Team, and broader Per Scholas staff to ensure integrated support and targeted client interventions
- Contribute to innovation projects and alumni engagement initiatives that promote continued financial growth and enhance wellness programming
- Maintain relevant Financial Coaching accreditations and stay updated on the latest developments, local policies, and trends in the financial education field
Skills
- **Per Scholas preferred hires reside within the following states**: AZ, CA, CO, FL, GA, IL, IN, KS, MD, MA, MI, MO, NC, NJ, NY, OH, PA, TX, WA
- * **Education:** Bachelor's degree required
- * **Experience:** 2–4 years of relevant professional experience
- * **Certifications:** Active Financial Coaching certification or license required (e.g., AFC® or equivalent)
- * **Technical Proficiency:** Comfortable utilizing Microsoft Office (Word, Excel, PowerPoint), Google Suite, Salesforce, Slack, Zoom, and Canva
- * **Communication:** Strong public speaking, presentation, and written communication skills; exceptional attention to detail and time management
- * **Mission Alignment:** Passion for personal finance, financial education, economic justice, and equity. Dedicated to working with diverse populations from a strength-based perspective
- * **Onsite Presence:** Hybrid schedule. Employees work remotely with periodic onsite work required, depending on the specific location
- * **Travel:** No travel required
- * Experience in organizational training and development or learning and development (L&D)
- * Experience collaborating with and coaching adult learners (18+)
- * Knowledge of workforce development systems
Benefits
- Full-time team members enjoy over 40 days of paid time off each year through a mix of holidays, vacation, and sick/personal time.
- Holiday pay upon hire, including 22 holidays annually, a week off for Independence Day, and a week before the New Year.
- Full-Time Benefits Eligible employees receive 80 Wellness Hours to use for Sick, Safe, or Personal reasons.
- Full-Time Benefits Eligible employees accrue vacation at a rate of 8 hours at the beginning of every month, with vacation accruals increasing with tenure.
- Part-time employees are afforded time off on a prorated basis and in accordance with local requirements.
- Multiple medical plans through Cigna or Kaiser Permanente, where available.
- Eligible employees have access to a Health Reimbursement Account (HRA) that reimburses eligible out-of-pocket expenses, up to $4,000 for individuals and $8,000 for families.
- Two dental plan options and a vision plan for eligible employees.
- Employer-paid dental and vision premiums for employees who waive medical coverage.
- 401(k) plan with a current 100% employer match on contributions up to 6%.
- Eligible employees are offered entry and full vesting in the 401(k) plan after 90 days with the company.
- Free, confidential, 24/7 access to an Employee Assistance Program offering counseling, legal support, and financial resources for employees and their household members.
- Eligible employees are offered up to 6 weeks of 100% paid parental leave.
- Employer-paid life and AD&D Insurance.
- Employer-paid short-term disability coverage.
- Option to elect additional life coverage and long-term disability insurance.
- Flexible Spending accounts for healthcare, dependent care, and commuting expenses.
- Voluntary benefits including Accident, Critical Illness, Hospital Indemnity, Legal Services, and Pet Insurance.
- Healthcare concierge support.
- Financial wellness tools.
- Employee discount programs.
- Hybrid schedule with remote work and periodic onsite work required, depending on the specific location.
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