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ECONOMIC ADVANCEMENT FINANCIAL EMPOWERMENT MANAGER

 

POSITION SUMMARY STATEMENT 

The Economic Advancement Financial Advancement Manager is lead staff in strategy development, launch and execution of financial empowerment programs. This position works closely with the Economic Advancement Director, departmental teams and interconnected programs in Impact Strategies, external partners and others involved with advancing financial empowerment. 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

50% - Program Administration

  • Coordinate the implementation of financial services into all IS programs
  • Modify standardized curriculums and resource guides that meet the needs of program participants 
  • Work with Atlanta Federal Reserve to incorporate CLIFF tools into financial empowerment programs 
  • Identifying and maintaining relationships with partners using CLIFF tools 
  • Manage referral process to financial counselors, financial institutions and other partners involved with CLIFF tools 
  • Create and provide periodic reports on program implementation, results and modify processes as needed 
  • Prepare and conduct presentation with additional potential partners in the program 

50% - Direct Service 

  • Provide financial empowerment services, including but not limited to 1:1 coaching, financial education workshops, case management referrals, and earned benefits screening 
  • Provide one-on-one financial case management to participants
  • Financial goal setting and implementing strategies that will ensure the successful accomplishment of goals 
  • Provide resource guides that meet the needs of each financial program 
  • Train other program staff who utilize the CLIFF tools for use with clients and staff
  • Conduct financial capability assessment with those referred to the program 

 

ACCOUNTABILITY 

To be successful in this job, the Financial Empowerment Manager must consistently demonstrate competency in: 

  • Oral and written communication
  • Knowledge of the human delivery system 
  • Interpersonal skills: Must be able to treat everyone with respect and courtesy and create an atmosphere of acceptance. Must develop and maintain effective working relationships with staff, participants, employers and other service providers. 
  • Participant service delivery skills, including the ability to: 
    • Interview applicants and assess needs 
    • Work with program participants to establish and achieve their goals 
    • Create opportunities for participants to effectively fulfill organizational and personal goals 
    • Effectively use the computer to research resources and report data 
    • Make independent decisions using good judgement; employ program solving techniques when appropriate; and exercise decision making and crisis intervention skills to manage emergency situations effectively

 

INTERACTION 

Interacts with program participants, program partners, employers and other health and human service providers, UWCM staff, community members, volunteers and donors. May represent UWCM at community and business events. 

 

QUALIFICATIONS AND REQUIREMENTS

  • Bachelor's degree required 
  • Prior financial counseling experience preferred 
  • Financial counseling certification highly favored 
  • Supervisory and project management experience 
  • Prior experience in workforce development environment is desirable 
  • Experience in business development helpful 
  • Bi-lingual candidates highly favored 
  • Computer literacy required. Must possess a working vehicle, valid driver's license and valid/adequate automobile insurance 

Note: Due to the nature of the workflow and level of responsibility, this individual maintains a flexible schedule. Evening and weekend work may be required occasionally. 

 

ABILITIES/SKILLS

  • Ability to express ideas clearly to individuals and groups in oral discussions 
  • Ability to deliver information appropriate to target audience 
  • Ability to write in a manner that is clear, concise and grammatically correct. Conversant in Spanish is a plus. 
  • Ability to work independently with a high degree of self-motivation and initiative 
  • Entrepreneurial perspective in building techniques 
  • Ability to identify root causes of issues when conflicts arise; apply negotiation and mediation techniques 
  • Ability to effectively represent UWCM within diverse communities 
  • Superb organizational and interpersonal skills (i.e. customer service, relationships, and team building)
  • Excellent verbal/written communication skills - ability to communicate and empathize with individuals of diverse backgrounds 
  • Effective time management is essential along with the ability to multi-task
  • Ability to collaborate effectively as part of a team within the department and across the organization. 
  • Professionalism and ability to maintain a high level of confidentiality, integrity, and ethics
  • Business analytics, strategic thinking, and problem-solving skills 
  • Proficient in MS Office applications including Word, Excel, PowerPoint, and Outlook 

 

PHYSICAL DEMANDS 

The employee is primarily seated while performing the duties of the position at UWCM. Person may be mobile throughout the day. While offsite from UWCM, the person will be walking or standing as well as sitting for long periods of time in meetings or appointments with clients. While onsite at UWCM, the person will occasionally walk and stand and interact with personnel located in other parts of the building. The hands are regularly used to type, write, keypunch and handle or feel small controls and objects. The employee must frequently talk and listen. Weights of up to 25 pounds occur (i.e. laptop computer, heavy files, computer reports, computer terminals or other regular office equipment.) Requirements may be modified to accommodate individuals with disabilities. 

 

TO APPLY

Interested candidates should submit a cover letter and resume via email to:

United Way of Central Maryland 
Attention: Human Resources
1800 Washington Boulevard, Suite 340 
Baltimore, MD 21230 
Email: hrrecruiting@uwcm.org