Remote Financial Coaching Manager

Compass Working Capital Inc.; Boston (MA); Remote; USD 70,000 - 90,000; Full time

Job summary

Compass Working Capital is hiring a Financial Coaching Manager to lead a team of Financial Coaches and to coach clients toward building savings and financial assets. You will mentor coaches, monitor outcomes, and support 60–80 clients in the Family Self-Sufficiency program, while also delivering direct coaching sessions to help clients grow income and assets.

The role blends management with hands-on coaching, requiring prior coaching and leadership experience.

Qualifications

• Experience supervising, training and mentoring others to achieve challenging goals.
• Prior experience as a financial coach and a team leader.
• Experience working with individuals and families with low incomes.
• Commitment to mission and values of the organization.
• Ability to work across teams and maintain data privacy.

Responsibilities

• Oversee and support your cohort of Financial Coaches to achieve goals in partnership with clients.
• Partner with the Program team at Compass to ensure you and your team are on track to achieve key performance objectives.
• Provide customized in person or phone-based one-on-one financial coaching sessions focused on income growth, credit, debt, savings, and long-term asset building.
• Serve as a partner and champion as clients set goals and define action plans to achieve short and long-term objectives.
• Identify and connect clients with resources to help meet short-term needs and enable progress toward long-term goals.
• Maintain required records and documentation in a timely manner and in compliance with the organization’s data privacy policies.

Skills

Team-based management

Leadership

Financial coaching

Mentoring

Communication skills

Tools

Salesforce

Job description

Compass Working Capital is hiring a Financial Coaching Manager to lead a team of Financial Coaches and to coach clients toward building savings and financial assets. You will mentor coaches, monitor outcomes, and support 60–80 clients in the Family Self-Sufficiency program, while also delivering direct coaching sessions to help clients grow income and assets.

The role blends management with hands-on coaching, requiring prior coaching and leadership experience.