Manager of Financial Pathways

Manager of Financial Pathways

Issue Area Team – Impact Division

United Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social sector and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.

This is an ambitious time to join United Way as we embark on a five-year strategic plan to reduce the number of households experiencing poverty and financial instability. To make a significant impact in our region, United Way is looking for dedicated, confident, and compassionate team members who live our shared values of inclusivity, courage, accountability, respect, and excellence.

United Way of Central Indiana recognizes that the key to success is a strong and cohesive team working through shared values to achieve our mission. The Manager of Financial pathways leads investments and initiatives related to the development, implementation, and scale of financial pathways efforts, aiding in the creation and advancement of economic stability strategies to self-sufficiency and economic mobility for households throughout Central Indiana. This manager position will support efforts to engage key stakeholders including but not limited to community-based organizations, educational institutions including post-secondary, employers and industry/sector partners, government, intermediary organizations, and internal and external stakeholders in support of connecting youth and adults to financial pathways and economic opportunity. This position works in a collaborative and integrated manner across the Issue Based team and Impact division as well as across all other areas of UWCI to ensure that the organizational goals and strategies are realized, and to assist Central Indiana in making significant progress toward meeting its poverty reduction goals.

Position Summary

Under the direction of the Economic Mobility Director in the Impact Division, the Manager of Financial Pathways will implement and manage a variety of initiatives and projects supporting United Way’s Economic Mobility strategy including Center for Working Families and Volunteer Income Tax Assistance (VITA). This position requires strong knowledge of community practices to increase economic mobility, including financial stability programming. In collaboration with the Issue Based Team, the Manager of Financial Pathways aids in the creation and advancement of pathways to economic mobility for households in Central Indiana.

Position Duties & Responsibilities

• Lead a portfolio of investments and initiatives advancing the development, implementation, and scale of financial stability efforts anchored within the Center for Working Families™ framework, an integrated service model supporting families to increase income, reduce expenses, and build assets.
• Responsible for the coordination and oversight of Volunteer Income Tax Assistance Program (VITA) federal grant in support of low-income and elderly resident tax preparation assistance (project-based during tax season beginning in October lasting until June). Serves as internal project team leader, and external primary point of contact with stakeholders, financial partners, CBO partners, and residents.
• Establish, manage, and scale financial pathways programming in collaboration with external partners through training, technical assistance, thought partnership, and convening.
• Prioritize and promptly respond to technical assistance inquiries from partners by assessing their needs, providing training and development that addresses the identified needs, brokering services of other consultants, and/or providing information and resources to assist the organizations.
• Collaborate with UWCI staff to measure and report on the impact of financial stability services, while simultaneously interfacing with community-based organization partners to review funded grantees’ evaluation reports and monitor grantees’ progress in achieving key objectives, ensuring timely reporting of UWCI grant-funded activities, metrics, and related outcomes. Build, maintain, and prioritize trusted relationships with partner organizations, manage appropriate and timely correspondence through a variety of mediums. Strive to be the best partner to all stakeholders.
• Collaborate with the Economic Mobility Director to manage special grant making programs as assigned, responsible for adhering to and ongoing management within the departmental budget.
• Collaborate with Manager of Workforce Pathways to ensure ongoing strategic timelines, deliverables, and outcomes are met within cross-functionality of investment portfolios.
• Collaborate cross-functionally across the UWCI organization to ensure all initiatives are integrated across UWCI’s Issue Based Strategies, and across UWCI’s goals for donors to Give, Advocate and Volunteer.
• Perform special assignments and other work, on an as-needed basis.

Qualifications

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives. The individual should have effective communication skills, attention to detail and organization, flexibility, adaptability, and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also maintain knowledge of trends in his/her area of responsibility and review literature to understand key issues. The ability to collect data, establish facts, draw valid conclusions, and develop solutions is essential. The ability to manage multifaceted projects across multiple environments is required. Must possess effective organizational and interpersonal skills, the ability to work independently, and an attitude toward achieving outcomes. Initiative, attention to detail, and a sense of urgency are essential.

Education and/or Experience

• Bachelor’s degree in business administration, public administration, psychology, or related areas with a focus on nonprofit management and/or governance strongly preferred.
• At least (5) years’ experience working in a relevant field including financial pathways programming, economic development, nonprofit management, and/or intermediary efforts required.
• Experience working within and across a broad range of financial pathways and workforce development-based systems including interfacing with community-based organizations, employers, educational institutions, state and local partners, workforce ecosystem intermediaries, and other system stakeholders required.
• Strong project management skills required with demonstrated ability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well.
• Significant and demonstrated experience building and managing diverse networks that support efforts to produce systemic change preferred.
• Ability to facilitate convenings, workshops, focus groups, task groups, etc. preferred.
• Must possess excellent interpersonal, writing, and oral communication skills, as well as a sense of humor, diplomacy and discretion, critical thinking, and judgment.
• Knowledge of the Central Indiana economic mobility ecosystem, key stakeholders operational within financial pathways and workforce ecosystem, and the state/local workforce system is highly desirable.

*Work experience may substitute for education requirements on a case-by-case basis.

Position Leader: Economic Mobility Director

Position Leads: n/a

FLSA Status: Exempt, Salaried, Full-time

Salary Range: Low to Mid $60’s

Benefits: Complete Benefits Package Available

Equal Opportunity Employer

Please apply at uwci.org/careers

This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment. UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI’s right to assign or reassign duties and responsibilities to this position at any time.