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United Way of the Bluegrass (UWBG) works to create the opportunity for all members of our community to have a better life. We focus on the building blocks of a good life — a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development, and strengthening of partnerships/collaborations, convening, resource mobilization and investment as well as backbone and engagement strategies and activities. We bring together the voices, the expertise, and the resources to define, articulate, and implement a common agenda for change for our region. That is what it means to "Live United" in Central Kentucky. &nbsp;POSITIONThe role of the Program Manager, WayPoint Initiative is to manage the staff and operations of all UWBG WayPoint Centers in Lexington and surrounding counties. &nbsp;UWBG WayPoint Centers are sites located in and around the neighborhoods they exist to serve and provide a multitude of services including, but not limited to, financial stability education, free income tax preparation, and other basic needs and financial programming related to empowering families and helping youth to succeed. The Program Manager, WayPoint Initiative directly supervises all WayPoint Coordinators, and work study students. The Program Manager reports directly to the Director of Community Impact. &nbsp;ESSENTIAL FUNCTIONS:<ul><li>Managing and motivating a team of community impact professionals across several sites.&nbsp;</li><li>Training and scheduling program staff and volunteers.&nbsp;</li><li>Communicating job expectations and conducting performance evaluations twice per year.&nbsp;</li><li>Work with staff to schedule daily/weekly/monthly programs and events for each WayPoint Center.</li><li>Long-term planning to meet impact goals established by the Vice President, Community Impact.&nbsp;</li><li>Interacting with representatives of funding organizations including elected officials.</li><li>Scheduling and coordinating agency partner programs in each WayPoint Center.</li><li>Is frontward facing and sees him/herself as an advocate for the community.</li><li>Drives foot traffic to the center by planning and conducting awareness campaigns.</li><li>Understands and is mindful of the opportunities to expand the initiative and serve as UWBG’s representative to the community.</li><li>Acts as the second keyholder for all WayPoint Centers.</li><li>Capable of performing intake of clients providing financial coaching and connecting them to appropriate services in the event of staffing shortages.</li><li>Collaborates with the UWBG 2-1-1 (24/7 365) Health &amp; Human Services Referral line to coordinate cross-training of staff.</li><li>Other duties as assigned.</li></ul>

United Way of the Bluegrass

How Collective Impact works at UWBG

WayPoint Center Manager

Job Title: Financial CoachDepartment: Community ImpactReports To: Director of Financial Stability ProgramsPosition Type: Non-exempt, hourly, $31 per hourLocation: Tacoma, WashingtonJob Summary:The Financial Coach is responsible for coordinating and implementing asset-building strategies aimed at increasing financial stability and wealth-building opportunities for low- to moderate-income individuals and families. This role involves direct client interaction, community outreach, and collaboration with partner organizations to deliver comprehensive financial education, coaching, and resource linkage. The Financial Coach will play a key role in helping individuals achieve long-term financial goals, such as homeownership, higher education, and retirement planning.Key Responsibilities:<ol><li>Client Services:<ul><li>Provide one-on-one financial coaching to clients, including budgeting, credit counseling, debt management, and savings strategies.</li><li>Assist clients in setting and achieving financial goals, including asset-building milestones such as homeownership, education savings, and retirement planning.</li><li>Conduct workshops and group training sessions on financial literacy topics.</li></ul></li><li>Program Coordination:<ul><li>Develop and implement asset-building programs and initiatives in alignment with organizational goals and community needs.</li><li>Maintain accurate and up-to-date client records and program data using tools such as Salesforce, MS Excel, and other data management systems.</li><li>Monitor and evaluate program effectiveness, adjusting as necessary to improve outcomes.</li></ul></li><li>Community Outreach:<ul><li>Build and maintain relationships with community organizations, financial institutions, and other stakeholders to promote asset-building resources and services.</li><li>Represent the organization at community events, meetings, and workshops to raise awareness of asset-building opportunities.</li><li>Develop and distribute educational materials and resources to clients and community partners.</li></ul></li><li>Resource Linkage:<ul><li>Connect clients with relevant resources and services, including down payment assistance programs, education grants, and matched savings programs.</li><li>Facilitate access to financial products and services that support asset building, such as safe and affordable banking options.</li></ul></li><li>Advocacy and Policy:<ul><li>Advocate for policies and practices that promote asset building and financial stability for low- to moderate-income individuals and families.</li><li>Stay informed about local, state, and federal policies affecting asset building and financial stability.</li></ul></li></ol>Qualifications:<ul><li>Bachelor’s degree in finance, social work, education, or a related field. Equivalent experience may be considered.</li><li>Minimum of 2 years of experience in financial education, coaching, or related fields.</li><li>Strong knowledge of financial concepts, including budgeting, credit, savings, and investments.</li><li>Excellent communication and interpersonal skills, with the ability to work effectively with diverse populations.</li><li>Proficiency in data management tools such as Salesforce, MS Excel, and other relevant software.</li><li>Ability to work independently and as part of a team, with strong organizational and time management skills.</li><li>Commitment to the mission of promoting financial stability and asset building for underserved communities.</li></ul>Preferred Qualifications:<ul><li>Certification in financial coaching or counseling (e.g., AFCPE, NFCC) is a plus.</li><li>Bilingual skills (English/Spanish or other languages) are highly desirable.</li></ul>Work Environment:<ul><li>This position may require occasional evening and weekend hours to accommodate client needs and community events.</li><li>Some travel within the community and to partner sites may be required.</li></ul>Application Process:Interested candidates should submit a resume, cover letter, and references to Keith Banks @ <a href="mailto:keithb@uwpc.org" target="_blank">keithb@uwpc.org</a> by August 31, 2024

United Way of Pierce County

Financial Coach

2 Workforce Development Jobs