Asset Building and Financial Education Program Director

  • Location

    Philadelphia, PA

  • Category

    Programming

JOB TITLE: 

Asset Building and Financial Education Program Director (Full or Part Time – 32 – 40 hours/week)

REPORTS TO: Director of Lending and Operations

JOB DESCRIPTION:

The Asset Building and Financial Education Program Director is responsible for the strategy and the implementation of Savings, financial education and credit building including 4 FSA/IDA. Manages 2 part- time staff and ensures program quality and growth, contract compliance, program evaluation, and strong community partnerships.

 

MAJOR RESPONSIBILITIES:

  • Responsible for the day-to-day operation and management of the Savings and Financial Education Department including staff management, program implementation and development, contract compliance, community partnerships, client recruitment and program evaluation.
  • Manage and grows WORC’s financial education programs. Ensure program excellence by monitoring the programs’ performance against contract goals and other deliverables and by responding to participants’ needs.
  • Manage relationships with WORC’s local and national partners including referral agencies, partner financial institutions, and funders.
  • Coordinate and implement the Retirement Income Solutions program for 50 plus. Serve as group facilitator for the entire series (four classes). Arrange for expert guest speakers, as needed.
  • Ensure accurate and timely internal and external reports all policies, procedures and materials are compliant with funders’ directives.
  • Organize and secure sponsorships for WORC’s annual Loan and Grant Conference: Building on Your Savings for approximately 200 low income families including workshops on homeownership, business funding, educational financing, credit building and basic and advanced financial planning.
  • Manage department’s financial stability including grant writing and creating final funding reports, earned income through fees, and sponsorships.
  • Participate as a key member of WORC’s team to drive the strategy of the organization.

 

QUALIFICATIONS: 

Minimum BS degree in social sciences, business or other applicable field, Master’s Degree preferred. At least 3 years in financial education, asset building or related field. Must have strong management skills. Must also possess excellent analytical, communication, problem solving and interpersonal skills, and be a team player. Experience with funding reports, grant writing, public speaking, and working in a fast paced environment. Proficiency with Microsoft Office Suite applications.

JOB DESCRIPTION:

The Asset Building and Financial Education Program Director is responsible for the strategy and the implementation of Savings, financial education and credit building including 4 FSA/IDA. Manages 2 part- time staff and ensures program quality and growth, contract compliance, program evaluation, and strong community partnerships.

MAJOR RESPONSIBILITIES:

  • Responsible for the day-to-day operation and management of the Savings and Financial Education Department including staff management, program implementation and development, contract compliance, community partnerships, client recruitment and program evaluation.
  • Manage and grows WORC’s financial education programs. Ensure program excellence by monitoring the programs’ performance against contract goals and other deliverables and by responding to participants’ needs.
  • Manage relationships with WORC’s local and national partners including referral agencies, partner financial institutions, and funders.
  • Coordinate and implement the Retirement Income Solutions program for 50 plus. Serve as group facilitator for the entire series (four classes). Arrange for expert guest speakers, as needed.
  • Ensure accurate and timely internal and external reports all policies, procedures and materials are compliant with funders’ directives.
  • Organize and secure sponsorships for WORC’s annual Loan and Grant Conference: Building on Your Savings for approximately 200 low income families including workshops on homeownership, business funding, educational financing, credit building and basic and advanced financial planning.
  • Manage department’s financial stability including grant writing and creating final funding reports, earned income through fees, and sponsorships.
  • Participate as a key member of WORC’s team to drive the strategy of the organization.

QUALIFICATIONS: 

Minimum BS degree in social sciences, business or other applicable field, Master’s Degree preferred. At least 3 years in financial education, asset building or related field. Must have strong management skills. Must also possess excellent analytical, communication, problem solving and interpersonal skills, and be a team player. Experience with funding reports, grant writing, public speaking, and working in a fast paced environment. Proficiency with Microsoft Office Suite applications.

About Us

The mission of WORC is to promote social and economic self-sufficiency primarily for economically disadvantaged women and their families. WORC provides entrepreneurial training, individual business assistance, incentive savings programs, and access to business and financial resources. WORC empowers its constituents through various self-help strategies including savings, a self-employment network, and access to its local and national affiliations. 

Apply for this job

Please email your resume and cover letter to Mary at msoldano@worc-pa.com

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