Financial Health Coach | Scale Community Workshops (Virtual)

JP Morgan Chase; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Financial Health Coach within Community & Business Development to bring practical financial health education to communities and organizations at scale. You will deliver workshops in-person and virtually, tailoring content for diverse audiences and collaborating with cross-functional teams to improve programs and outcomes.

Responsibilities include delivering large-scale workshops, maintaining certifications, traveling as needed, and reporting feedback to drive continuous

Qualifications

• Certified Financial Health Coach or able to obtain certification within 6 months of hire.
• Bachelor’s degree in Business, Finance, Education, Social Work, or a related field.
• 3 years of experience in financial education, coaching, training, or a related role.

Responsibilities

• Deliver financial health workshops to large audiences (5,000+ participants) in organizations and communities, in-person and virtually.
• Facilitate sessions for individuals, families, small businesses, and mortgage clients using the Chase Money Skills curriculum.
• Provide accessible workshops by delivering in multiple languages and tailoring communication to audience needs.
• Maintain Financial Health Coach certification and complete ongoing training and professional development.
• Adapt workshop content and facilitation style for diverse communities and learning preferences.
• Travel nationally or connect virtually to support scheduled programming as needed.
• Partner with Business Development Managers to support relationship-building and acquisition efforts with middle market and commercial bank teams.
• Collect participant and stakeholder feedback and report outcomes to support continuous improvement.
• Organize and manage multiple workshops and initiatives simultaneously while meeting timelines and quality expectations.
• Promote a strong controls environment by following risk and control expectations, procedures, and processes.

Skills

Facilitation skills

Presentation skills

Clear communication

Audience adaptation

Virtual session proficiency

Feedback/reporting

Education

Bachelor’s degree in Business, Finance, Education, Social Work, or related field

Master’s degree in Business, Finance, Education, Social Work, or related field

Tools

Chase Money Skills curriculum

Job description

Chase is seeking a Financial Health Coach within Community & Business Development to bring practical financial health education to communities and organizations at scale. You will deliver workshops in-person and virtually, tailoring content for diverse audiences and collaborating with cross-functional teams to improve programs and outcomes.

Responsibilities include delivering large-scale workshops, maintaining certifications, traveling as needed, and reporting feedback to drive continuous