Regional Supervisor, PFC

Magellan Health; United States; On-site; USD 70,715 - 113,145; Full time

Job summary

Magellan Health is seeking a supervisor for Personal Financial Counselors (PFC) in the United States. The role involves overseeing financial management services and ensuring compliance with DoD expectations. Candidates must have a Bachelor's degree and at least 5 years of financial counseling experience, along with an active certification such as AFC or CFP.

The position requires strong supervisory skills, knowledge of compliance processes, and effective communication with military families. Salary ranges from $70,715 to $113,145, adjusted for individual qualifications.

Qualifications

• Bachelor's degree required.
• 5+ years of financial counseling post-certification.
• 2+ years of documentation, oversight, management and supervisory experience.

Responsibilities

• Monitor PFC interactions with service and family members.
• Direct financial management services and educational workshops.
• Screen for and assist with conflict of interest reporting.

Skills

Financial counseling

Supervisory experience

Communication skills

Compliance knowledge

Education

Bachelor's degree

Active certification (AFC, CFP, ChFC)

Job description

Position Overview

Primary responsibility for the management and supervision of the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations. Serves as an interface with the Points of Contact (POCs) for the installations served by their team members. Reviews contract deliverables and reports for accuracy and compliance, conducts regular check‑ins with PFCs, and develops narrative summaries to ensure complete, client‑ready submissions to the Office of the Secretary of Defense for Financial Readiness (OSD FINRED). Monitors the implementation of new or enhanced PFC and company policies and procedures. Uses the quality improvement process to assess changes in policies and procedures. Reviews and supervises the duty to warn reporting and restricted reporting processes to ensure service and family member safety and compliance with the special nuances of DoD protocols. Participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations.

Responsibilities

• (35%) Monitors the interactions of PFCs with service and family members, POCs, PFC teammates, and community resource representatives to ensure timely, effective assistance is given to the service members and their families. Manages services provided by counselors assigned to permanent rotations, on demand and surge events. Provides oversight for PFC counseling to ensure counselors understand the individual service and family member needs, develop action plans to address needs, and provide appropriate coaching to utilize suggested resources.
• (20%) Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services. Directs the timely collection of counselor activity data to facilitate internal and external program reporting.
• (18%) Directs the PFCs in their consultations with POCs and base and installation command regarding the effective handling of a wide range of requests to meet the needs of the military community. Coordinates with POCs to assure that the PFC/program is meeting the needs of the base and installation and provides feedback to the PMO.
• (14%) Screens for and assists with reporting conflict of interest incidents. Coordinates and communicates with PFCs to ensure compliance with congressionally mandated disclosures. Coordinates and communicates with PFCs to ensure compliance with the Magellan Conflict Of Interest (COI) process.
• (13%) The job duties listed above are representative and not intended to be all‑inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Qualifications

• Bachelor's degree required.
• 5+ years of financial counseling post‑certification.
• 2+ years of documentation, oversight, management and supervisory experience.
• Current counseling competence and certification.
• Must be a U.S. citizen and speak fluent English.
• Must be able to obtain a Tier 2 Clearance.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Education and Certifications

• Bachelor's Education – Required.
• License and Certifications – Required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC).

Salary Range

Salary Minimum: $70,715. Salary Maximum: $113,145. Actual pay will be adjusted based on an individual's skills, experience, education, and other job‑related factors permitted by law.

Equal Employment Opportunity Statement

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. All employees and applicants must understand, comply with, and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.