Career Opportunity

Financial Coaching Manager

  • Career Opportunity
  • Boston, MA
  • Applications have closed

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.

To learn more about this position, click here.