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Requisition Number 18-0003
Post Date 1/4/2018
Company Emerge Community Development
Title Financial Wellness Services Manager
Job Type Full Time
City Minneapolis
State MN


Based in North Minneapolis with a presence in Cedar Riverside, EMERGE helps people facing significant obstacles redefine themselves. Every year, we help thousands of adults and youth access jobs, financial coaching, supportive housing, and other key services, along pathways to brighter futures.  We are committed to creating better jobs, better lives, and better communities.



The primary objective of this position is to perform program management, supervision, case management, coordination, & leadership for Emerge’s Financial Wellness Services program. This position is responsible for supervising/ managing the work of program staff, adjunct staff, interns and volunteers; providing financial coaching and case management services to a caseload of program participants residing throughout the metropolitan area; conducting project reporting/evaluation and other administrative tasks.



  • Provide effective program supervision, leadership and direction for direct and adjunct staff, interns and volunteers.
  • Supervise integrated services and work directly with participants to achieve meaningful outcomes.
  • Ensure program service delivery and directly provide the following services to a caseload of participants: recruitment/intake; financial/plan assessment; financial coaching; resolving current financial situations while providing a wide lens on their financial health to shift the approach to proactive financial management; provide/develop strategies for budgeting, credit building and repair, and increasing net worth; training and coordination with partners; and retention/advancement services.
  • Develop programs and manage related communications
  • Positively represent the program/organization and maintain strong relationships with all project stakeholders (participants, staff, community members/organizations, partners, and funders).
  • Supervise program/contract budgets and expenditures
  • Monitor, oversee, plan, and implement program budgets- monitor monthly income and expense statements to ensure accuracy and efficient use and management of resources.
  • Oversee reporting and evaluation activities


Education and Experience:

  • Bachelor’s Degree in Business Management, Business Administration, Human Services, or other similar field.
  • Two-years of relevant work experience in providing financial counseling, coaching, or advising.
  • Flexible work schedule; full-time (some occasional evenings/weekends during tax season)
  • Valid Minnesota Driver’s License and the ability to meet agency-driving requirements.

Skills, Knowledge and Abilities:

  • Knowledge of financial literacy and education services.
  • Experienced facilitator and knowledge of counseling methodologies.
  • Ability to identify and analyze problems; develop and carry out effective courses of actions.
  • Ability to use a computer, navigate multiple internal and external databases, and keep accurate and complete records.
  • Ability to communicate with and interact respectfully with a diverse group of people.
  • Ability to work respectfully and communicate effectively with different cultures, groups, and languages.
  • Skilled/experienced in managing a participant caseload, providing holistic case management services, and keeping detailed and accurate records with respect to data privacy/ confidentiality.
  • Ability to lead and facilitate individual and group meetings, workshops, orientations, and trainings with staff and participants; skilled in conducting assessments and interviews.
  • Ability to develop and maintain positive relationships/collaborations with internal & external customers to include: agency participants, staff, area businesses, government and foundation liaisons, and local organizations.
  • Excellent verbal and written communication skills.
  • Advanced MS Office skills.
  • Ability to plan, develop, and manage invoicing and program/contract budgets.
  • Access to reliable transportation and the ability to meet agency’s driving requirements (includes transporting participants).
EMERGE is an Equal Opportunity/Affirmative Action Employer and will not discriminate against any person on the basis of race, religion, national origin or sex in violation of Title VII. EMERGE prohibits discrimination against employees, applicants for employment on the basis of age, race/color, disability, marital status, national origin, religion, sex, gender identity, sexual orientation, familial status, genetic information or veteran’s status. AN AFFIRMATIVE ACTION, EQUAL OPPORTUNITY EMPLOYER M / F H DV.
Our organization has a partnership with Metropolitan Alliance of Connected Communities (MACC) to provide administrative services including management of the recruiting process. If you apply for this position, you may see references to MACC in some online materials. You may also be contacted by an MACC employee to conduct or schedule an interview.
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An Equal Opportunity Employer