Financial Coaching Manager
Website Compass Working Capital
Where families aspire, plan, and invest
As a Financial Coaching Manager at Compass Working Capital, you’ll share our unwavering belief in people’s ability to achieve their goals and dreams. By overseeing a team of Financial Coaches, you’ll promote high quality experiences for clients and help track progress towards key team metrics.
This is a unique role because you will both serve as a manager of coaches and also as a financial coach during a portion of each workday. As a manager, you’ll serve as a solutions-oriented mentor and collaborator providing Financial Coaches with the tactics and encouragement they need to perform at their best each day. As a coach, you’ll have the chance to work directly with clients to reach their goals, chart pathways to goal attainment, and promote access to financial education and asset-building opportunities. Beyond sharing financial tips and strategies, you’ll connect clients with a unique opportunity to build savings.
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