Director, Take Charge America Institute for Consumer Financial Education and Research

Director, Take Charge America Institute for Consumer Financial Education and Research
Mar 06, 2017
Job Posting Number: F20839
Institution Type
Four-Year Institution

Position Summary

The John and Doris Norton School of Family and Consumer Sciences (hereinafter referred to as “School”) seeks an innovative leader of accomplishment and vision to serve as the next Director of the Take Charge America Institute in the Norton School of Family and Consumer Sciences. The position will be for a tenure/tenure eligible position at associate or full rank. This appointment will involve teaching (approximately 3 to 4 classes a year), research, and administration, as well as community and industry outreach, and program fundraising. The successful candidate will also serve a leadership role in the Norton School’s new degree program of Personal and Family Financial Planning (hereinafter referred to as “PFFP”), as well as oversee current and future TCAI programs. A proposed new BS degree in PFFP is currently under review by the University and is expected to receive approval as a new program to commence in fall 2017. The Director’s rank will be determined by the experiences and background of the candidate. The position carries the opportunity to be named TCAI Endowed Chair, upon promotion to full professor.

Candidates shall have demonstrated excellence in leadership and communication, teaching skills, quantitative/qualitative research skills whether in academia or the financial industry (preferably both), and have an established national reputation as a preeminent scholar or industry practitioner in one or more of the core fields of wealth management, personal financial planning, personal financial management, or a related field. Further, in view of the expected launch of the new PFFP program, candidates will have ample opportunity to lead and grow this program. It is anticipated within 4-5 years that the PFFP program will serve approximately 200-225 undergraduate students. The successful candidate will be expected to work immediately to promote and enhance the PFFP program on the regional and national stage, and to develop partnerships with creative entrepreneurs, business, and governmental agencies and foundations. The TCAI Director will provide strong and visionary leadership in developing programs and collaborative ventures to better prepare University of Arizona students for careers in financial planning and wealth management.

The PFFP program will be housed in the John and Doris Norton School of Family and Consumer Sciences. The Take Charge America Institute is an existing institute within the Norton School. For more about the Take Charge America Institute, of which the PFFP program will participate, see Once approved, the PFFP will be one of three independent academic units within The Norton School of Family and Consumer Science. The mission of the School is to be the hub to which policymakers, business, and community leaders turn for research and education that expands the potential of families, communities, and the marketplace. A special focus will be given to recruit female and minority students into the program. We seek candidates whose teaching, research, or service has prepared them to contribute to our commitment to diversity and inclusion in higher education.

The University of Arizona, located in Tucson, AZ, is a member of the prestigious Association of American Universities, serves as the land-grant institution for Arizona, and is a Carnegie Foundation Research University with “very high research activity”. The university brings in more than $600 million in research investment each year. Tucson is culturally diverse, rich in natural beauty, and home to many recreational resources, such as hundreds of miles of hiking trails, bike lanes, and park space. Whether you are on the University of Arizona campus or enjoying the recreational activities Tucson has to offer, you will enjoy gorgeous sunsets, majestic mountain ranges, and more than 250 days of sunshine each year. In 2015 the City of Tucson was recognized for our region’s rich agricultural heritage, thriving food traditions, and culinary distinctiveness through a “City of Gastronomy” designation by the United Nations Educational, Scientific and Cultural Organization (UNESCO). New faculty members quickly develop a deep appreciation for the culture and traditions of Tucson and the community’s commitment to creating economic opportunity while honoring and protecting our natural resources.
Outstanding UA benefits include health, dental, and vision insurance plans; life insurance and disability programs; UA/ASU/NAU tuition reduction for the employee and qualified family members; state and optional retirement plans; access to UA recreation and cultural activities; and more!

Accepting a new position is a big life step. We want potential candidates and their families to be able to make informed decisions. Candidates who are considering relocation to the Tucson or Phoenix area, and have been offered an on-site interview, are encouraged to use the free services offered by Above & Beyond Relocation Services (ABRS). Ask your department contact to be introduced to ABRS prior to your visit.

The University of Arizona has been recognized on Forbes 2015 list of America’s Best Employers in the United States and has been awarded the 2016 Work-Life Seal of Distinction by the World@Work!

Duties & Responsibilities

The successful candidate will be expected to do the following:

• teach undergraduate courses in personal and family financial planning (approximately 3 to 4 classes per academic year);
• conduct and publish research in an area of expertise and through interdisciplinary collaborations in outlets that have applications to PFFP (e.g., Journal of Personal Finance; Journal of Family and Economic Issues, industry publications);
• seek extramural funding to support the TCAI and the PFFP program and research;
• oversee the current and future financial literacy outreach programs;
• provide professional service to the department, college, university and community;
• serve on the TCAI board with responsibilities of communication with and oversight of bi-annual meetings, and
• demonstrate a strong interest in collaboration and engagement with diverse communities.

Knowledge, Skills, & Abilities Minimum Qualifications

Minimum Qualifications

• Ph.D. or other terminal degree in Personal Financial Planning, Finance, Consumer Economics, or a related field with a focus on personal, consumer, and family finance;
• quantitative/qualitative research skills whether in academia or financial industry; and
• teaching and/or administrative experience at the university level, with direct experience in personal financial planning, wealth management, personal financial management, or a related field.

Preferred Qualifications

• industry experience in personal financial planning, personal financial management, and/or wealth management;
• direct teaching experience (traditional and online) in personal financial planning, personal financial management, and/or wealth management;
• the Certified Financial Planner (CFP) or comparable designation; and
experience/record of private fundraising.


To be determined.

Tenure Information

Tenure Track (T/TE)





Full Time/Part Time

Full Time

Number of Hours Worked per Week


Benefits Eligible

Yes - Full Benefits

Posted Rate of Pay


Job Category


Type of criminal background check required:

Name-based criminal background check (non-security sensitive

Posting Number


Number of Vacancies


Desired Start Date


Contact Information for Candidates

Melissa Curran, Ph.D.


Richard Rosen, J.D.

Review Begins On


Diversity Statement

At the University of Arizona, we value our inclusive climate because we know that diversity in experiences and perspectives is vital to advancing innovation, critical thinking, solving complex problems, and creating an inclusive academic community. We translate these values into action by seeking individuals who have experience and expertise working with diverse students, colleagues and constituencies. Because we seek a workforce with a wide range of perspectives and experiences, we encourage diverse candidates to apply, including people of color, women, veterans, and individuals with disabilities. As an Employer of National Service, we also welcome alumni of AmeriCorps, Peace Corps, and other national service programs and others who will help us advance our Inclusive Excellence initiative aimed at creating a university that values student, staff, and faculty engagement in addressing issues of diversity and inclusiveness.

View Link to Apply

Documents Needed to Apply

Required Documents

1. Cover Letter
2. Curriculum Vitae
3. Statement of Teaching Philosophy
4. Statement of Research Interests