Assistant Director of Financial Planning

Role Description

The Assistant Director of Financial Planning is expected to monitor the performance of the Financial Planners and Financial Counselors including meeting with prospective students and walking them through the enrollment process. They are also expected to lead the Financial Planners and Financial Counselors in hitting their goals.

The Assistant Director of Financial Planning is expected to mentor specific Financial Planners and Financial Counselors and provide additional motivation and coaching depending on their needs. The Assistant Director of Financial Counseling is expected to lead their assigned team to achieve higher results.

Essential Job Duties and Responsibilities

• Mentor Financial Counselors and Financial Planners and provide coaching on best practices
• Continually train and develop Financial Planners and Financial Counselors
• Consistently maintain top performance
• Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring
• Ensure that Financial Planners and Financial Counselors are meeting compliance standards
• Manage the queueing system to ensure students are assisted in the proper time frame
• Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning
• Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed
• Misc. duties as assigned by the Sr Director of Financial Planning

Key Competencies

• Demonstrating ethics and integrity
• Communicating effectively (oral and written)
• Leading and developing a team
• Solving problems and making decisions

Qualifications

• Bachelor’s degree or a combination of education and experience
• Some Salesforce CRM experience preferred
• 9 months demonstrated results in Financial Counselor role or 2 years combined financial aid experience preferred
• 2 years team management experience preferred

Physical and Cognitive Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Listen to employees and communicate verbal and written feedback. Must be able to exchange accurate information in these situations
• Observe the financial counselor team and detect concerns or areas for improvement
• Frequently move about the office
• Maintain a high level of consistent cognitive function to effectively coach a team of financial aid counselors and assist students
• Stoop, kneel or crouch when maneuvering the office environment
• Lift up 25lbs at times