AVP - Financial Wellness and Advocacy at Unitus Community Credit Union

Tigard, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jan, 26

Salary

0.0

Posted On

04 Oct, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Wellness, Consumer Education, Advocacy, Program Development, Community Outreach, Partnership Building, Financial Coaching, Curriculum Design, Vendor Management, Strategic Planning, Team Leadership, Performance Assessment, Philanthropic Initiatives, Legislative Initiatives, Financial Counseling, Educational Principles

Industry

Financial Services

Description

About the Role: At Unitus, each employee has an opportunity to make a difference for our members. The Assistant Vice President (AVP) of Financial Wellness and Advocacy is a senior leader dedicated to advancing Unitus’ mission of financial well-being for all. This role oversees the design and execution of innovative financial wellness strategies that support members, employees, and the community while aligning with business goals. The AVP builds strategic partnerships, leads consumer education and advocacy efforts, and ensures that financial wellness is embedded across the organization to drive measurable community impact. This role also involves participating in the strategic planning processes, translating high-level strategies into actionable business plans, budgets, and operational frameworks to ensure financial empowerment for all those we serve to ensure commitment for unparalleled service – the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents. Responsibilities: * Lead the development, integration, and execution of Unitus’ comprehensive financial wellness strategy for members, employees, and the community. Oversee financial education programming, financial coaching, digital resources, and curriculum design. Collaborate with a wide variety of departments and product teams to drive program and product development initiatives that align with the financial wellness roadmap, ensuring the delivery of member- focused solutions. Manage vendor relationships and ensure alignment with the credit union’s strategic plan and financial wellness ecosystem. Assess and report on the effectiveness of financial education and wellness activities to drive continuous improvement and broader outreach efforts. Promote best practices and thought leadership by submitting industry award applications and sharing outcomes externally. * Build and strengthen partnerships with schools, nonprofits, community groups, and business partners. Represent the Credit Union in the community, promoting financial wellness as a core mission through active participation in outreach and community programs. Support the organization’s foundation and other philanthropic initiatives that expand access to financial education and resources. Leverage partnerships to expand reach and pilot innovative financial wellness programs. * Provide direction and support to the Financial Education Specialists, ensuring individual growth and collective success. Translate organizational and departmental goals into clear team objectives, helping the team prioritize efforts and track progress. Oversee program delivery and initiatives, balancing direct involvement with delegation to ensure the team has the tools, guidance, and support. Partner with People and Culture and management on employee matters as appropriate. * Lead advocacy initiatives aligned with Unitus values. Partner with key advocacy groups and associations to elevate issues impacting financial access, consumer education, and larger legislative initiatives that Unitus supports. Represent Unitus in leadership roles on councils and associations influencing financial wellness and consumer advocacy. Minimum Qualifications: * Bachelor’s degree in Business, Education, Finance, or Economics or equivalent work experience. * Minimum of 8 years of experience in the financial industry with an emphasis in leading financial education and coaching programs focused on financial wellness principles, community outreach, and program and product development. * Financial Counseling Certification credentials are required or obtained within 6 months of hire. * Experience applying educational principles in a formal education-based role preferred. Our Benefits Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment. * Medical + Dental + Vision * Flexible Spending Accounts + HSA * Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment * Unitus recognizes 12 paid holidays per year * 401(k) Retirement Savings * Annual Incentives (*eligibility dependent) * Employee Assistance Plan * Tuition Reimbursement * Student Loan Debt Repayment * Transit & Parking benefits * Paid Volunteer Time Off What’s it really like to work here? We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing! Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are dedicated to a policy of non-discrimination in employment based on race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.

Responsibilities

The AVP of Financial Wellness and Advocacy leads the development and execution of financial wellness strategies for members, employees, and the community. This role involves building partnerships, overseeing financial education programs, and ensuring alignment with the organization's strategic goals.