About Compass

Compass is an innovative, mission-driven organization that supports families with low incomes to save for their future and access greater economic opportunity. We believe in our clients and in their ability to achieve their goals and dreams. We operate high-quality financial coaching and savings programs and pursue opportunities to shape the national approach to poverty through practice and policy change. Compass is also an emerging leader in a national effort to leverage housing assistance as a platform for economic mobility. We are looking for people who want to be part of taking our programs and our impact to the next level.

For more information, please visit us on our website: www.compassworkingcapital.org.

About the Job

We are looking for mission-driven, results-oriented, and collaborative individuals to lead a team of Financial Coaches in our growing organization. Coaching Managers deliver one-on-one financial coaching and guidance to Compass clients and also supervise a team of Financial Coaches. Coaches support families to set and reach financial goals including, budgeting, increasing income, building credit, buying a home, starting a business, pursuing postsecondary education, or saving for children’s education. Coaching Managers report to the Director of Programs.

Coaching Managers embody our values:

Believe in People: At Compass, we have a fundamental belief in all clients and their ability to achieve their goals and dreams. Our unique approach to coaching fosters a culture of aspiration, dignity, and hope.

Pursue Excellence: We hold ourselves to the highest professional and ethical standards in every aspect of our work, and we strive to always do better.

Go Further Together: Our team builds trust, respects each other, and acts with care and empathy. We believe in harnessing our strengths to find joy in what we do and in doing this work as a team, and to bring out the best in each other.

Primary Responsibilities

• Act as the leader for a team of Financial Coaches to mentor, supervise, and invest in the growth of the coaching team in service of our clients. Provide oversight of and be accountable for the coaching team’s outcomes and performance by conducting client appointment observations, dashboard reviews, one-on-one check-ins, and overseeing protocols.
• Provide ongoing, customized one-on-one financial coaching and guidance to Compass clients across five core areas: income growth, credit, debt, savings, and long-term asset building
• Work with clients to set goals and to establish shorter-term action steps to help reach those larger goals. Be a partner, a champion, and a support to clients throughout their journey in the program.
• Provide referrals for resources and services to help clients reach their goals
• Record client information and progress data precisely, accurately, and on time, with a rigorous dedication to confidentiality and data security protocols
• Maintain knowledge about basic elements of the organization’s core FSS program
• Establish and maintain regular communication with Program Manager to support clients’ success in the program

Qualifications and Skills

Required

• Belief in all clients and their ability to achieve their goals and dreams
• 2-3 years of previous financial coaching experience
• Cultural humility. Openness to and respect for others’ cultures, identities, and lived experiences
• Commitment to Compass’ mission and passion for working with families with low incomes
• Trustworthy, with strong interpersonal skills. Maturity, self-awareness, empathy, integrity, sound judgment, and ability to establish and build strong, trusting partnerships with clients and coaching team
• Excellent organizational skills. Detail-oriented with the ability to complete work accurately and efficiently
• Excellent written and verbal communication skills, including ability to explain complex information in plain language

Preferred:

• Professional experience, education, or certification in finance (e.g. AFC, CFP)
• Previous experience as a supervisor or in managing or building a diverse team
• Proficiency in Spanish is a plus

This job description is not intended to provide a comprehensive listing of all duties or responsibilities. Job duties and responsibilities may change at any time based on the organization’s strategic plan and program partners.

Benefits

The salary range for this role is $64,600 - $77,500. We’ll promote your professional growth and development by providing access to a competitive salary and benefits package and additional employee benefits that include but are not limited to:

• Healthcare: medical, dental, vision
• Retirement plan 401(k) & match
• Life insurance & disability Insurance
• Paid time off
• Paid parental leave
• Flexible Spending Account (FSA)
• Dependent Care Flexible Spending Account
• Professional development & certification
• Pre-tax commuter benefits
• Employee Assistance Program (EAP)
• Discounted shopping and entertainment
• Voluntary pet insurance and more

Timeline and Hiring Process

We will review and respond to all applications received. While subject to change, candidates elected to advance throughout the process can expect to progress through a process that includes initial conversations with Human Resources, and a series of interviews with members of the Compass team. Anticipated start date is February 2022.

To apply, please submit a resume and a cover letter that outlines your interest in this role at compassworkingcapital.org/careers

Equal Opportunity Statement

Compass Working Capital is an Equal Opportunity Employer. We consider applications for all positions, without regard to age, race, color, ethnicity, national origin, ancestry, creed, religion, gender, gender identity or expression, sexual orientation, citizenship, physical or mental disability, medical condition, genetic information, marital status, veteran status, military status, or any other characteristic protected by applicable law.

Compass Working Capital is committed to ensuring individuals with disabilities receive the accommodations required for them to interview for a position on our team. Should you require accommodations, please contact hr@compassworkingcapital.org.

As a contractor of Boston Housing Authority, Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as being an authorized resident of Boston Housing Authority or a “low-income resident” of the Boston Metropolitan Statistical Area, which includes Suffolk, Norfolk, Middlesex, Essex, Plymouth, Strafford (NH), and Rockingham (NH) Counties.

As a contractor of Philadelphia Housing Authority, Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as being an authorized resident of Philadelphia Housing Authority or a “low-income resident” of the area where the HUD-assisted project is located.

For the purposes of Section 3, "low-income" is defined as 80% of the Area Median Income. To learn more information about Section 3 income eligibility, please refer to the Housing and Urban Development (HUD) Website.

We also strongly encourage graduates of our programs to apply.