Financial Wellness Program Lead

American Heritage Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with a generous company match

Future growth opportunities

Job summary

American Heritage Credit Union is seeking a Financial Wellness Administrator to oversee and grow the credit union's financial education programs. You will develop materials, run workshops, coach members and community partners, and collaborate across departments to ensure consistent messaging.

You will design and implement literacy initiatives for members, workplaces, and schools, supervise program delivery, and track outcomes to improve financial health across the community.

Qualifications

• Three to five years of experience in financial education, program management, or a related field.
• Financial services and non-profit experience a plus.
• Equivalent to a college degree (BS or BA in a relevant field) in Finance, Education, Business Administration, or a related field.
• Must have CCUFC Designation (Financial Counseling Certification Program), or obtain within first year of employment.
• Experience in designing and delivering educational programs preferred.
• Experience with Eventbrite or other event tracking program preferred.
• Professional, well-developed interpersonal skills - written, verbal, presentation - necessary for communicating with and servicing Credit Union members, staff, clients, and vendors while projecting a positive image as a representative for the Credit Union.
• Proven ability to explain complex financial concepts in a clear and engaging manner.
• Proven ability to conduct small and large group presentations.
• Proven ability to develop and manage educational programs and materials.
• Passion for improving financial literacy and helping individuals achieve their financial goals.

Responsibilities

• Build, maintain, and administer American Heritage's Financial Wellness Program across all departments.
• Develop and update educational materials including presentations, handouts, and digital content on budgeting, saving, investing, and debt management.
• Lead monthly educational workshops with America's Credit Unions, TruStage, or other subject matter experts.
• Design, develop, and implement comprehensive financial literacy programs tailored to the needs of the organization, workplace partners, and community.
• Supervise engaging financial literacy programs for high school students based on State Government's legislations through various programs.
• Provide leadership and guidance to staff, volunteers, and board members in alignment with the organization's financial wellness initiatives' values and goals.
• Serve as liaison with Workplace Partnership team in the curation or facilitation of financial wellness or product awareness content amplification strategies.
• Build and maintain relationships with community organizations, educational institutions, and workplace partners to expand financial outreach and resources.
• Collaborate with Marketing on the development of a robust digital financial wellness center aimed at enhancing the financial knowledge and well-being of our organization, workplace partners, and community.
• Track performance of financial education initiatives by submitting metric decks and project updates.
• Provide management with appropriate tracking and reporting of financial wellness efforts.
• Ensure all financial education programs and materials comply with relevant regulations and industry standards.
• Collaborate with senior management to identify program goals and objectives.
• Endorse and embrace American Heritage's commitment to our financial wellness initiatives which outlines management expectations for culture, communication, employee development, managing effectiveness, and community engagement.
• Cultivate and manage vendor relationships related to financial education solutions.
• Research new partnerships with vendors and software to improve our financial wellness outreach for new technologies and underrepresented demographics.
• Promote financial literacy programs through various channels, including newsletters, social media, and internal communications.
• Stay current on financial literacy trends, best practices, and regulatory changes to incorporate into program offerings.
• Implement feedback and adapt programs to meet evolving needs and challenges.

Skills

Financial education

Program management

Public speaking

Interpersonal skills

Event coordination

Community outreach

CCUFC Designation

Education

BS/BA in Finance, Education, Business Administration

Tools

Eventbrite

Job description

American Heritage Credit Union is seeking a Financial Wellness Administrator to oversee and grow the credit union's financial education programs. You will develop materials, run workshops, coach members and community partners, and collaborate across departments to ensure consistent messaging.

You will design and implement literacy initiatives for members, workplaces, and schools, supervise program delivery, and track outcomes to improve financial health across the community.