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Wounded Warrior Project Financial Readiness Manager in Jacksonville, Florida

Great benefits. Competitive pay. We know these are some of the things people look for in a job.

But if you’re the kind of person who also cares about making an impact and serving our nation’s wounded warriors and their families, then you’re exactly the kind of person we’re looking for. When you join Wounded Warrior Project, you’re committing to making a difference. We make a commitment to you too – helping you to find that spark, ignite your passion to serve, and embark on a career with meaning and purpose.

At Wounded Warrior Project we recognize our mission cannot be accomplished without our talented teammates, which is why we’re proud to offer benefits such as:

  • A flexible hybrid work schedule (3 days in office, 2 days’ work from home)

  • Full medical, dental and vision coverage for both teammates AND family members

  • Competitive pay and performance incentives

  • A fun, mission focused and collaborative team environment

A mission that matters is just the beginning, so if you’re ready to get started, we’re ready for you.

The Wounded Warrior Project (WWP) Financial Readiness (FR) Manager leads their Financial Readiness team while establishing best practices, streamlining departmental workflow, and promoting continuous improvement. The manager supervises and acts as a case manager for wounded Post 9/11 veterans, service members, and their families providing one-on-one assessments of their financial needs. In this capacity the manager assesses needs within services guidelines, provides connections to resources, and guidance for the warriors to make better informed decisions regarding their individual financial situation. The Financial Readiness Manager is responsible for team training programs & coaching the FR team to provide emergent financial assistance grants for warrior households in financial crisis.

HIRING TEAM PODCAST: CLICK HERE (http://woundedwarriorproject.wistia.com/medias/42keb6ju36) to listen to this 13-minute conversation with Julie Soares, our Financial Readiness Associate Director , as she describes this position and what it takes to be successful in this role.

DUTIES & RESPONSIBILITIES

  • Manage specialists and coordinators assigned to the Financial Readiness team.

  • Oversee the financial education curriculum to support and educate wounded service members to attain financial stability.

  • Plan, organize, and administer the WWP Financial Readiness program services in collaboration with other WWP programs and external partners.

  • Liaison for training and referrals to external partners facilitating financial education partnership deliveries to include debt management, budgeting, credit counseling, seminars, etc.

  • Collect and use assessment data to improve financial education seminars and services delivery. Provide recommendations for instructional strategies to meet warrior needs.

  • Ensure defined programs goals are achieved.

  • Establish, manage, and monitor departmental procedures and best practices.

  • Address urgent departmental issues and escalated warrior requests.

  • Interview clients to conduct needs assessments, review requests, gather supporting documentation, and assess referrals for program eligibility when team needs assistance.

  • Prioritize needs and services as required to connect with other resources when necessary.

  • Communicate program services and eligibility criteria clearly, accurately, and respectfully.

  • Maintain Salesforce case activities, progress, evaluations, recommendations and develop reports and briefings as required,

  • Responsible for maintaining required documentation for financial assistance grants according to program guidelines and emergency relief grant data requirements.

  • Assist in management of departmental budget.

  • Continual effort to improve operations, decrease turnaround time, streamline work processes, and work cooperatively and jointly to provide quality seamless customer service.

  • Train, develop, and mentor Financial Readiness team.

  • Other related duties as assigned.

    KNOWLEDGE, SKILLS, & ABILITIES

  • Understanding of and sensitivity to the unique needs of veterans and their family members.

  • Highly effective interpersonal skills and the ability to communicate and work effectively with individuals and families from diverse racial, ethnic, and socioeconomic backgrounds.

  • Demonstrated ability to remain flexible and work within a collaborative and team-oriented environment.

  • High energy level. Self-starter; willing to take initiative.

  • Active listening skills and willingness to serve others.

  • Excellent written and oral communication skills.

  • Goal oriented, resourceful, well-organized, dependable, and efficient.

  • Ability to organize and analyze multiple data sources to determine outcomes.

  • Ability to motivate and positively influence others to achieve goals.

  • Ability to work independently with minimal supervision.

  • Ability to manage multiple priorities successfully.

  • Excellent decision-making abilities.

  • Broad skills in financial education methodology.

  • Unequivocal commitment to the highest standards of personal and business ethics and conduct.

  • Mission-driven, guided by core values, and a pleasure to work with.

    EXPERIENCE

Requirements

  • Five years of experience in financial counseling, financial education, or personal financial management services.

  • One year of direct staff management experience.

Preferences

  • Two years of experience working with military or veteran’s population.

  • Two years of experience with Salesforce.

  • Two years of experience using planning/scheduling software.

    EDUICATION

Requirements

  • Bachelor’s degree in business, finance, financial management, or relevant field. Equivalent combination of applicable education, training, certification, and experience may be considered in lieu of degree.

Preferences

  • None.

    CERTIFICATIONS & LICENSURE

Requirements

  • None.

Preferences

  • Accredited Financial Counselor (AFC) or pursuing accreditation.

  • Certified Financial Health Counselor (CFHC).

    WORK ENVIRONMENT/PHYSICAL DEMANDS

  • General office environment: temperature controlled.

  • Up to 25% travel.

    We recognize the success of our mission depends on the efforts of our passionate, hard-working teammates. To help teammates remain focused on the warriors and families we serve, WWP offers a comprehensive benefits package that includes; Medical/Prescription drug, Dental, Vision, Life/AD&D, Short-term Disability, Long-term Disability, and an Employee Assistance Program. WWP also offers a 401(k)-retirement plan, a competitive PTO package, Sick Leave, Family Care Leave, Paid Holidays, Birthday Holiday, Education Assistance, and Bereavement Leave.

    For Colorado Applicants: The estimated hiring range for this position is between $82,790 - $103,488 base salary, subject to a candidate’s combination of experience, qualifications, and credentials. This position may also be eligible for an annual performance incentive.

    For San Diego, California and Tacoma, Washington Applicants: The estimated hiring range for this position is between $90,675 - $113,344 annual base salary, subject to a candidate’s combination of experience, qualifications, and credentials. This position may also be eligible for an annual performance incentive.

    For New York, New York Applicants: The estimated hiring range for this position is between $98,560 - $123,200 annual base salary, subject to a candidate’s combination of experience, qualifications, and credentials. This position may also be eligible for an annual performance incentive.

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Wounded Warrior Project® is an equal opportunity employer committed to providing equal employment opportunity to all persons without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, marital status, citizenship, age, veteran or military status, disability, genetic information, or any other characteristic protected by law.

Please note:Wounded Warrior Project is not seeking assistance or accepting unsolicited resumes from search firms without a written search agreement in place. All resumes submitted by search firms to any employee at Wounded Warrior Project via email, the Internet or directly to hiring managers at Wounded Warrior Project in any form without a valid written search agreement in place will be deemed the sole property of Wounded Warrior Project, and no fee will be paid in the event the candidate is hired by Wounded Warrior Project as a result of the referral or through other means."

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