Assistant Director for Financial Literacy

Job description

Position Number:


Vacancy Open to:

State of NC Employees Only

Working Title:

Assistant Director for Financial Literacy

Position Designation:

EHRA Non-Faculty

Employment Type:

Permanent - Full-time

Months per Year:


Work Schedule:

Monday- Friday, 8-5

Hours per week:


FLSA Status:



Student Affairs


Dean of Students (Adm)

Work Location:


Salary Range:


Primary Purpose of Department:

The mission of the Student Assistance and Support Services (SASS) office is to assist, support and advocate for students experiencing a broad range of issues, concerns or challenges interfering with a student’s ability to be successful academically or personally. Student issues and/or behaviors managed by the SASS office can be extremely challenging, volatile, highly sensitive, and potentially threatening to the safety and welfare of the campus community.

Primary Purpose of Position:

The Assistant Director for Financial Literacy will engage in campus-wide programmatic efforts, provide one-one financial literacy counseling and coaching, create a student peer education program with the goal of increasing student efficacy in making sound financial decisions by increasing student’s knowledge and understanding of financial literacy concepts. The Assistant Director for Financial Literacy will be responsible for the planning, creating, and implementation of a comprehensive financial literacy program. The Assistant Director for Financial Literacy will also handle highly confidential information. The Assistant Director for Financial Literacy will assist and support students in navigating the financial complexities related to higher education.

Summary of Position Responsibilities:

The Assistant Director for Financial Literacy (AD) reports directly to the Associate Dean of Students and Director of SASS. The AD will be responsible for the development, implementation and on-going management of a comprehensive student Financial Literacy Program. The position is responsible for and manages all aspects of the program from planning, to an awareness campaign, to content development/acquisition, to executive. Platforms to include online learning, workshops and presentations, and one-on-one education, coaching or counseling, for students across the student life cycle from pre-enrollment, to orientation, to degree completion. The AD will interface with faculty, deans of academic colleges, administrators, staff, students, parents, and community members. The AD will interface with faculty, deans of academic colleges, administrators, staff, students, parents, and community members. The AD will collaborate with campus partners to promote financial wellness for students around the issues of financial literacy. The AD will provide one-on-one counseling and coaching around issues of financial literacy. The AD will be responsible for creating a financial literacy student peer education program with responsibility for recruitment and training of students. The AD will teach a Financial Literacy-based course in partnership with Academic Affairs.
The AD will serve as a member on the campus-wide the Financial Literacy & well-being advisory group, and annually assess on-going financial literacy efforts happening on campus. The AD will develop, plan, implement and coordinate campus-wide Financial Literacy events. The AD will identify metrics to gauge success in programs, records results, and prepare annual reports.

Minimum Education/Experience:

•Master’s degree in Business Administration, Accounting, Education, Financial counseling or related field
•Two to three years of post-graduate professional work experience in higher education working with college-age students
•One to three years of full-time financial literacy/education or providing financial counseling/coaching experience in a higher education setting

Preferred Education, Knowledge, Skills and Experience:

•Ability to work successfully with diverse populations
•Knowledge of the higher education setting with experience in student support, education, and advocacy
•Ability to manage all aspects of a comprehensive financial literacy program
•Contribute to developing strategies and vision for a successful and innovative financial literacy and well-being program
•Knowledge of and experience with financial literacy issues, student services or financial aid pertaining to college students
•Must be student-centered in approach to assisting and supporting students and good listening skills
•Ability to exercise good judgment and discretion in analyzing and resolving confidential and sensitive situations with minimal supervision
•Ability to build, develop and cultivate relations across campus with a variety of constituents and work effectively with diverse populations.
•Self-motivated, energetic, service minded and adept at solving problems
•Must possess strong communication (written/oral) as well as interpersonal skills
•Strong coaching and mentoring skills
•Ability to professionally and appropriately manage sensitive, private material, and information.
•Comprehensive knowledge of financial literacy and well-being standards, benchmarks, and program design methodologies
•Experience in counseling, behavioral finance, problem-solving and intervention strategies
•Strong public speaking, presenting, and facilitating skills
•Knowledge and understanding of applicable federal rules and regulations
•Skill in utilizing computer technology for communication, data gathering and reporting activities
•Ability to interpret and effectively communicate rules and regulations to a diverse audience, both in one-on-one sessions and group presentation
•Skill in developing and presenting credible financial literacy and well-being education to a diverse audience
•Ability to prioritize multiple projects and work in an environment with regular interruption
•Proficient in Microsoft Office
•Highly organized and able to handle multiple projects and deadlines
•Able to communicate well and build rapport quickly with students, faculty, and staff
•Strong initiative to solve problems
•Able to work well with interdepartmental teams and initiatives
•Knowledge of various financial literacy and well-being online platforms and/or modules

Necessary Certifications/Licenses:


Preferred Certifications/Licenses:


Special Notes to Applicants:

The applicant must include a cover letter and resume. The finalist will be subject to a criminal background check.

Posting Open Date:


Open Until Filled:


Proposed Hire Date:





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Job No:
Posted: 4/17/2021
Application Due: 5/8/2021
Work Type: Full Time