Director, Financial Wellbeing

The Director, Financial Wellbeing provides visionary leadership and strategic direction for a financial wellbeing initiative for undergraduate and graduate students at Cal Poly Pomona. This role focuses on empowering students to build financial confidence, resilience, and economic mobility, reporting to the Sr. Associate Vice President, Equity and Belonging in the Division of Student Affairs.

Duties and Responsibilities:

Strategic Leadership: Develop and implement a comprehensive, culturally responsive financial wellbeing initiative aligned with institutional priorities; manage budgets, grants, and assessment tools.

Student Support: Design workshops, coaching services, and educational campaigns covering topics like budgeting, debt management, salary negotiation, and long-term financial planning.

Program Development: Create peer financial coaching models, university badge opportunities, and digital resources.

Collaboration: Partner with Financial Aid, Academic Affairs, and community organizations to integrate financial wellness into the student experience.

Qualifications:

Education: Master's Degree (Higher Education, Counseling, Public Administration, Business, Finance, Student Affairs, Social Work, or related).

Experience: Minimum of 5 years of progressively responsible professional experience in financial wellness, financial aid, student affairs, higher education, or nonprofit leadership.

Required Skills: Proven experience in program design and assessment, advanced knowledge of financial aid/education principles, and demonstrated success building partnerships. Must possess a valid CA driver's license.

Preferred: Experience with peer coaching programs, securing grants, and professional certifications (e.g., AFC, CFEI, CFP).