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Financial Coaching Manager

7/10/2025

No location specified

Job Summary

A company is looking for a Manager, Money Mentor to lead financial coaching initiatives and enhance client financial literacy.

Key Responsibilities
  • Define and develop the curriculum for the Money Mentor feature using human-centered design
  • Design and implement a scalable coaching model and oversee performance metrics to assess program effectiveness
  • Hire, train, and manage a team of Money Mentors while fostering a culture of client service excellence
Required Qualifications
  • Bachelor's degree
  • 5-7+ years of experience in financial coaching and personal finance
  • Proven experience in training/facilitation and applying human-centered design principles
  • Ability to integrate needs assessment into practical action
  • Team player with strong consultative and relationship skills

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