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Associate Director of Financial Well-being

Community HousingWorks in San Diego, CA, USA

Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type


Why Work Here?

“Awesome CEO, award -winning team, great benefits and opportunity for growth!”

The Associate Director of Financial Well-being provides leadership for the delivery of impactful, scalable and sustainable financial capability services programs to meet the organization’s goals for improving the financial well-being of its low-income residents throughout California. The position is responsible for the design, implementation, monitoring and evaluation of three key areas in our Financial Capabilities Service Programs: (a) Financial stability (address a current financial crisis); (b) Financial security (meet their day-to-day financial obligations); and, (c) Financial mobility (plan for the future).

Essential Duties and Responsibilities:

Program Design, Implementation, Monitoring, Evaluation

  • Responsible portfolio-wide for program design, oversight, and leadership of Achieve’s Financial Well-being Programs, including (a) Financial Stability Program; (b) Financial Security Program; and (c) Financial Mobility Program.
  • Sets program goals, procedures, quality control, and outcome measurements for Financial Well-being Programs. Assures the effective and efficient delivery of financial capability services programs.
  • Selects and implements tools and systems to support day-to-day program management and operations, program quality, accountability and reports, and accurate information collection.
  • Reviews program effectiveness through appropriate data analysis and evaluations.
  • Responsible portfolio-wide for delivering impactful, scalable and sustainable financial capability services programs at apartment communities with and without CHW on-site staff throughout California (e.g., credit building through rent reporting initiative)

Program Strategy and Market Position

  • Determines the vision, strategy, and desired results for CHW’s Financial Well-being program. Is accountable for achieving the results set out in strategic and operational plans.
  • Promotes residents’ financial well-being by integrating financial capability services programs into other existing resident services programs (e.g., Next Gen Success, Health and Wellness, Supportive Housing) that residents are already using.
  • Develops and articulates program approaches that meet the needs of CHW’s diverse low-income residents and monitors portfolio-wide progress toward agreed-upon goals and related indicators.
  • Raises CHW’s profile and reputation through representing the Organization and working collaboratively with outside agencies such as; NeighborWorks America (NWA), Prosperty Now, Housing Partnership Network (HPN), Housing California, and UnidosUS.
  • Performs and interprets quantitative and qualitative analysis on financial well-being-related data, using and developing analysis tools and methods. Conducts studies, data gathering, interviews, and partners with internal contributors and stakeholder, conducts analysis, and develops customized reports.

Award Management and Resource Mobilization

  • Creates and sustains relationships with assigned donors in order to facilitate communication about donor satisfaction, and program direction, compliance and to create long-term funding stability.
  • Oversees compliance for all Financial Well-being awards including production of annual work plans, quarterly and annual reports, and reviews of program implementation.
  • Manages and mentors Financial Coaches.
  • Monitors program accomplishments, identifies and/or responds to needs for technical assistance to keep programs on track, and oversees portfolio-wide progress toward agreed-upon goals and related indicators.
  • Promotes quality improvements.
  • Assesses and recommends technology solutions for enhancing impact, scalability and sustainability of financial capability services programs.
  • Takes the lead in: 1) identifying new resources to support financial capability services programs; and, 2) positioning CHW to access them.
  • Initiates new programs, reviews funding opportunities, provides input into grant goals, writes funder reports for grants and funders, and promotes goals and programs to donors and partners.

Leadership and Management

  • Supports the department head with the planning, development, and implementation of resident services programs at new and existing rental communities as assigned. Responsible for assuring goals and milestones are achieved.
  • Develops and maintains community relations.
  • Works collaboratively with other program leaders and departments to assure effective coordination of resident services programs to enhance apartment communities.
  • Implements new and existing programs based on the needs of the community, funding and best practice programs identified by current strategies.
  • Updates and maintains financial capability services manual, which includes policies, procedures and standards for the program.
  • Ensures the consistent following of financial capability services policies, procedures, and standards by Financial Coaches and partners.
  • Manages assigned staff including performance reviews, coaching, development and corrective action steps.

Knowledge, Skills, and Abilities:

  • Strong, decisive leadership ability. Creative and effective leadership skills, with an entrepreneurial approach desired.
  • Analytical prowess and fluency.
  • Strong inter-personal relationship, team-building skills, and collaborative management style.
  • Exemplary verbal and written communication skills.
  • Ability to collect, process, and perform statistical analyses of data (i.e., to discover how data can be used to answer questions and solve problems).
  • Advanced level of knowledge in financial capability services programs Proven excellence in management of grants and contracts.
  • Flexibility to adjust in an often-changing business environment.
  • Demonstrated ability to manage time and prioritize appropriately among multiple competing demands, and solve problems.
  • Detail-oriented, well-organized, and able to work independently.
  • Advanced level of computer skills with Microsoft Office suite, particularly Excel and Access. Competent knowledge of data management and reporting software such as ETO and statistical analysis software such as SPSS desired.
  • Ability to interact positively and effectively with diverse low-income populations.
  • Strong work ethic and a commitment to social justice.

Education and Experience:

  • Master's degree in social science, education, behavioral economics, consumer psychology, business administration, or other applied field experience relevant to this position.
  • Must have three to five years of work experience with financial capability services programs.
  • Proven experience designing, implementing, monitoring, and evaluating programs that are impactful, scalable and sustainable.
  • Must have three to five years of work experience supervising personnel in non-profit, for profit and/or public sector organizations.
  • Experience working with diverse and low-income populations.

Other Work-related Requirements:

  • Evidence of ability to work legally in the United States.
  • Valid driver's license and regular availability of an insured vehicle to travel
  • An estimated 10% travel required.

Interested applicants should submit a cover letter with your resume.

Community HousingWorks

About Community HousingWorks:

Community HousingWorks (CHW) is a California non-profit organization that has been building and owning affordable apartments that help people and communities move up in the world for nearly 30 years. We are counted among the top 50 affordable housing developers in the nation, with over 3,300 affordable apartments statewide serving low income working families, seniors, and homeless and disabled residents. Many CHW employees say, “It’s the best place I’ve ever worked”. Your work will grow our resident success, so that CHW onsite programs can provide even more residents with powerful tools for next gen success, financial well-being, health and independence. It all starts with a home.

Company website:

Company address: 2850 Camino Del Rio South, #350

Posted date: 20 days ago

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