WHO WE ARE

Branches is on a mission to educate and inspire people through student, family, and financial wellness services in partnership with our communities. We believe in meeting the needs of the next generation by addressing both the parent and the child simultaneously, thus creating opportunities in support of each family member reaching their full potential. Our holistic approach builds long-term, ongoing relationships with local communities to leverage and promote collective impact for the families we serve.

POSITION SUMMARY

The Financial Coaching Manager provides program and operational leadership in the implementation of activities that move participants and their families toward greater financial stability, economic mobility, and long-term success. The Manager develops and operates data and performance management systems that produce timely and accurate outcomes reports, guide continuous improvement, and inform coaching and professional development efforts. The Manager supports Financial Wellness leadership in the development and execution of goals and objectives; and embodies Branches’ values as expressed by the Branches Ws: Worth, Wonder, Welcome, With, Walk, and Words.

PRIMARY RESPONSIBILITIES

Program & Operational Leadership 

• Leads the day-to-day operations, and manages the quality implementation, of Financial Coaching activities in achieving Financial Wellness goals and objectives.
• Oversees efficient and productive operations, and effectively executes activities, that fulfill grant and funder deliverables and expectations.
• Assists in writing proposals that support the development of new and existing programs.
• Assists in stewarding partnerships and networks that enhance the value of Financial Wellness programs.
• Plans and hosts workshops and community events; and represents Branches at events, meetings, forums, conferences, and trainings in coordination with the Director.

Team Leadership & Support

• Manages a performance management system that monitors team productivity and outcomes and informs coaching and professional development supports.
• Leads, inspires, and supports high-performing Financial Coaches through clear expectations, performance standards, and ongoing coaching.
• Evaluates performance of Financial Coaches; and identifies strengths, areas of growth, and professional development opportunities.
• Assists in attracting and selecting right-fit talent that is mission capable and purposeful.
• Leads recruitment and onboarding of Financial Coaches.

Mission Impact

• Monitors and manages data systems configured to evaluate the effectiveness of Financial Coaching activities.
• Identifies opportunities for continuous improvement that enhance impact over time.
• Produces timely and accurate outcomes reports that communicate program performance and impact to Financial Wellness leadership and grant funders.
• Assists in developing compelling stories that regularly spark enthusiasm for Financial Wellness programs.

Branches Culture

• Embodies Branches’ values as expressed by the Branches Ws.
• Connects teams and cultivates relationships and community across Financial Wellness programs.

PLEASE NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned to meet the ongoing needs of the organization. 

THE BRANCHES WAY

Worth – We believe each person has sacred value, is created in the image of God and has inherent self-worth. People matter and therefore are our priority.

Welcome – At Branches all people are welcomed, received and valued in contrast to the rejection and exclusion that people all too often experience in the world.

Words – We create a positive, hopeful environment at Branches through the ways and the words we speak to others. Be our words fun, friendly, firm or whatever, we always affirm the other and speak with love.

Walk – While the destination is important, we recognize the journey is the essential part. The day-to-day work we do is like walking with people on the journey in which we all explore, discover and become renewed.

With – What we do is transformational and not transactional. We connect with people and build relationships as opposed to treating people like a number or a service unit. Together we become the Branches family.

Wonder – We dream and then co-create the future with students and families which means we do not wait for the future to just happen.

WORKING CONDITIONS AND EXPECTATIONS

Most of the work is performed in regular office conditions with some flexibility for hybrid work. Travel to other Branches sites or meetings is required. Frequent evening and weekend work is necessary. Reliable transportation is required to fulfill normal duties. Located in Miami Dade County. 

REASONABLE ACCOMODATION NOTICE

We follow Federal Law requirements to provide reasonable accommodation to applicants, candidates, and employees who qualify. Please tell us if you require reasonable accommodation to perform any of the job functions of this position. 

MINIMUM QUALIFICATIONS

• Bachelor’s degree in a related field and three (3) years of related work experience.
• Proficiency in written and spoken English.

DESIRED QUALIFICATIONS

• Experience/certification as a credit counselor or financial educator.
• Proficiency in spoken Spanish and/or Haitian Creole.
• Experience serving low-to-moderate income families and populations.
• Experience in non-profit sector.
• Experience with, or knowledge of, two generational or whole-family approaches.
• Experience in grant writing/management, program development, public speaking, and presentations.