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Director for Financial Literacy

Employer
The University of North Carolina at Charlotte
Location
King 118

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Job Details

Position Number:

001194

Vacancy Open to:

All Candidates

Working Title:

Director for Financial Literacy

Position Designation:

EHRA Non-Faculty

Employment Type:

Permanent - Full-time

Months per Year:

12

Work Schedule:

Monday-Friday 8am-5pm

Hours per week:

40

FLSA Status:

Exempt

Division:

Student Affairs

Department:

Dean of Students (Adm)

Work Location:

King 118

Salary Range:

$65,000-$80,000

Primary Purpose of Department:

The Dean of Students Office coordinates a variety of campus-wide programs and services. Within each program area, staff members are directly involved in student group advising, leadership training and development, and teaching in addition to coordinating services and programs for other defined student populations. Due to the ombudsman nature of the Dean of Students Office, all staff members advise, counsel, and serve as advocates for students experiencing difficulties or crises. All positions require the flexibility, ability, and willingness to work nights and weekends in structured and unstructured settings with students, staff, and faculty.

Primary Purpose of Position:

The Director for Financial Literacy is responsible for leading campus-wide financial literacy educational and programmatic efforts, directing one-one financial literacy counseling and coaching, providing oversight for professional staff and student peer educators.

Summary of Position Responsibilities:

• Provide strategic and tactical leadership to promote campus-wide financial literacy to undergraduate and graduate students.
• Define departmental goals and objectives, and coordinate execution and assessment of the same.
• Implement strategic and tactical initiatives to meet departmental, divisional, and university strategic plan expectations.
• Establish and maintain collaborative relationships with divisional and campus partners, including but not limited to: Student Affairs offices, Center for Graduate Life, University College, Undergraduate Education, Financial Aid, Niner Central, Business Affairs, Academic Affairs.
• Lead a campus-wide the Financial Literacy Stakeholders group.
• Lead annual assessment of financial literacy initiatives.
• Oversee campus-wide financial literacy initiatives.
• Lead collaborative initiatives with other financial services across campus.
• Supervise full-time, part-time, undergraduate, and graduate student employees.
• Manage annual budget in excess of $50,000
• Manage funding allocations from multiple funding sources – both internal and external – and operate within UNC Charlotte policies and donor stipulations.
• Maintain strategic partnerships with external funding companies, organizations, agencies, and constituents.
• Develop partnership opportunities in collaborations with University Development.
• Provide for-credit and not-for-credit financial literacy instruction.
• Oversee and facilitate the delivery of programs and services related to financial literacy to on-campus constituents.
• Oversee and facilitate the delivery of programs and services related to financial literacy to select off-campus constituents.
• Oversee and facilitate financial education strategies including financial literacy, budgeting, and money management.
• Provide oversight and strategic direction for all financial literacy initiatives.
• Oversee the creation, design, copy writing, and editing of all written, electronic, printed, and social media publications.
• Engage in on-going professional development by attending local, regional and national conferences.

Minimum Education/Experience:

• Master’s degree in Business Administration, Accounting, Education, Financial counseling or related field.
• Three or more years of full-time, post-graduate, professional work experience in financial literacy/education or providing financial counseling/coaching experience in a higher education setting.
• Three or more years of full-time, post-graduate, professional work experience in a higher education working directly with students.

Preferred Education, Knowledge, Skills and Experience:

• Ability to work successfully with diverse populations
• Demonstrated experience leading, promoting and/or implementing aspects of diversity, equity, and inclusion into the work environment. • Demonstrated understanding of the challenges facing students from underrepresented and/or marginalized backgrounds.
• 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
• 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 supervisory, coaching, and mentoring skills
• Ability to professionally and appropriately manage sensitive, private material, and information.
• Comprehensive knowledge of financial literacy and wellbeing 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 wellbeing 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 wellbeing online platforms and/or modules

Special Notes to Applicants:

Please provide a diversity and inclusion commitment statement.
The finalist will be subject to a criminal background check.

Posting Open Date:

10/13/2021

Posting Close Date:

12/06/2021

Open Until Filled:

No

Proposed Hire Date:

01/04/2022

Organization

About Us

UNC Charlotte is North Carolina's urban research university. It leverages its location in the state's largest city to offer internationally competitive programs of research and creative activity, exemplary undergraduate, graduate and professional programs, and a focused set of community engagement initiatives. UNC Charlotte maintains a particular commitment to addressing the cultural, economic, educational, environmental, health, and social needs of the greater Charlotte region. 

Located in the state’s largest metropolitan area, UNC Charlotte is among the fastest growing universities in the UNC System.  A large public university with a small college feel, UNC Charlotte’s 1,000-acre campus is the home away from home for more than 29,000 students.  The University offers internationally competitive research and creative activity opportunities and exemplary undergraduate, graduate and professional programs coupled with a focused set of community engagement initiatives that enrich the region’s quality of life.

In fulfilling our mission, we envision a University that promises:

  • An accessible and affordable quality education that equips students with intellectual and professional skills, ethical principles, and an international perspective.
  • A strong foundation in liberal arts and opportunities for experiential education to enhance students’ personal and professional growth.
  • A robust intellectual environment that values social and cultural diversity, free expression, collegiality, integrity, and mutual respect.
  • A safe, diverse, team-oriented, ethically responsible, and respectful workplace environment that develops the professional capacities of our faculty and staff.

To achieve a leadership position in higher education, we will:

  • Rigorously assess our progress toward our institutional, academic, and administrative plans using benchmarks appropriate to the goals articulated by our programs and in our plans.
  • Serve as faithful stewards of the public and private resources entrusted to us and provide effective and efficient administrative services that exceed the expectations of our diverse constituencies.
  • Create meaningful collaborations among university, business, and community leaders to address issues and opportunities of the region.
  • Develop an infrastructure that makes learning accessible to those on campus and in our community and supports the scholarly activities of the faculty.
  • Pursue opportunities to enhance personal wellness through artistic, athletic, or recreational activities.
  • Operate an attractive, environmentally responsible and sustainable campus integrated with the retail and residential neighborhoods that surround us.

Dual Career

The University of North Carolina at Charlotte is committed to the recruitment and retention of highly qualified and productive faculty, administrators, and other professional staff members. We recognize that career decisions are influenced by family considerations.  For up to one year from the date of an employee’s relocation to Charlotte, the University will assist the employee’s  spouse or domestic partner with efforts to find employment within the University and/or within the surrounding area.

Diversity at UNC Charlotte

UNC Charlotte is committed to cultivating diversity and inclusion throughout the campus. Our campus community is comprised of people who represent the wide breadth of gender identities, sexualities, races and ethnicities, faith traditions, nationalities, and other social groups and backgrounds.  All of these identities and experiences enrich the University as a whole.  UNC Charlotte strives to celebrate and leverage the benefits of this diversity, and to sustain an inclusive and welcoming environment for all students, faculty, and staff.

To learn more about plans, programs, resources and news and events relating to diversity and inclusion at UNC Charlotte please use the following link: https://diversity.uncc.edu/

To access the full text of the UNC Charlotte Plan for Campus Diversity, Access and Inclusion please use the following link: https://diversity.uncc.edu/sites/diversity.uncc.edu/files/media/Campus%20Plan%20for%20Diversity%2C%20Access%2C%20and%20Inclusion%202016.pdf

Optional text if space allows….

Overview of the UNC Charlotte Plan for Campus Diversity, Access and Inclusion.

The goal of quality education for all at UNC Charlotte is the foundation for our Diversity Plan.  At its fullest potential, higher education allows students to interact with people from different backgrounds and to engage a range of ideas and perspectives.  This educational experience cultivates the skills that graduates will need to function adeptly in a global society.  

As North Carolina and the Charlotte region undergo rapid population growth and demographic change, UNC Charlotte must respond to the needs of a more diverse student population. It is imperative that the University prepare its students to become leaders and thriving citizens in a pluralistic and multicultural society. In adopting our Diversity Plan, we affirm that:

  •  

    • We believe that a diverse faculty, staff and student body are critical in advancing teaching, scholarship, and community engagement at UNC Charlotte.
    • We are committed to enhancing opportunities for living, working and learning in a diverse environment
    • We are committed to educating our students to interact effectively and respectfully in the global community. 

      The Plan identifies components of a diverse campus community and outlines steps toward building an inclusive environment that promotes the success of all students, faculty, and staff. It is a living document that affirms our institutional values and is designed to offer guidance to University departments and units for achieving the University goals for diversity.  The seven broad objectives of the Diversity Plan are:

      1: Promote a broad understanding of goals for diversity, access, and inclusion for the University through active outreach to the campus community.

      2: Recruit and graduate a diverse student body that reflects community diversity and addresses the state’s need to increase access to higher education for historically underrepresented and economically disadvantaged students.

      3: Increase the recruitment of underrepresented faculty and advance their progression through the faculty ranks.

                  4: Increase the representation of staff from underrepresented groups.

      5: Ensure the presence of institutional environments and course development that enhance learning and appreciation for the full range of diversity.

      6: Develop external relationships with the community to enhance diversity on and off campus.

                  7: Ensure the Success of the Plan through Assessment, Accountability, and Recognition.

       

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