Financial Education Associate at Compass Working Capital

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

56445.0

Posted On

28 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Training Coordination, Logistics, Staff Onboarding, Communication, Content Maintenance, Database Management, Trauma-Informed Practices, Financial Coaching, Curriculum Development, Version Control, Workshop Coordination, Data Tracking, Organizational Skills, Attention To Detail, Salesforce

Industry

Non-profit Organizations

Description

Financial Education Associate | Hybrid | Full-Time | About Compass Compass is an innovative, mission-driven organization that supports families with low incomes to save for their future and access greater economic opportunity. We operate high-quality financial coaching and savings programs and pursue opportunities to shape the national approach to poverty through practice and policy change. Our mission is to partner with families with low incomes to build assets as a pathway out of poverty, with a focus on reaching families led by Black and/or Latinx women. Learn more: www.compassworkingcapital.org About the Job The Financial Education Associate supports Compass's internal training systems, staff learning experiences, financial content infrastructure, and client-facing financial education efforts across the Programs department. This role helps ensure financial coaches and other client-facing staff have access to organized, relevant, accurate, and trauma informed learning resources that strengthen coaching quality and client support. The Associate plays a key role in coordinating trainings, maintaining learning tools and financial content, and delivering excellent logistics for client workshops and educational programs. Reporting Structure: The Associate reports to the Manager, Programs Learning and Development and collaborates closely with program staff across Compass programs. Primary Responsibilities Training Coordination & Team Support · Support scheduling, logistics, and preparation for staff training, onboarding cohorts, and internal learning sessions. · Assist with training communications, attendance tracking, and follow-up materials. · Coordinate day-of support for virtual and in-person trainings. · Provide day-to-day coordination support to the Programs Learning and Development team. Staff Learning & Development Support · Contribute to the development and improvement of onboarding and professional development resources for Programs staff. · Help ensure learning materials are trauma-informed, accessible, and aligned with Compass coaching practices. · Gather feedback from staff and support continuous improvement of learning experiences. · Support Manager in analyzing feedback and identifying trends for improvement. Content, Tools & Learning Systems Maintenance · Maintain Compass’s centralized training and coaching resource database, ensuring materials are organized and up to date. · Support version control and documentation for curricula, tools, and learning content. · Track learning participation and completion using internal systems. · Assist with administrative coordination of certification pathways (e.g., AFC®, CFP®), including tracking progress and supporting coaches through the certification process. · Support regular reviews and updates of financial coaching content to ensure accuracy and currency. Client Workshop Coordination & Educational Material · Support coordination of client-facing financial education workshops, including scheduling, materials preparation, and presenter logistics. · Manage participant registration, send reminders, track attendance, and administer workshop evaluations. · Assist with development and updating of workshop content and client knowledge resources. · Help ensure educational materials are accessible and responsive to client needs, including multilingual resources when applicable. Qualifications and Skills · 1–3 years of relevant experience in program support, training coordination, education, or staff development. · Strong preference for experience in financial coaching, counseling or education. · Strong organizational skills and attention to detail, with the ability to manage multiple priorities. · Excellent written and verbal communication skills. · Comfort using databases, learning platforms, and systems such as Salesforce or similar tools. · Commitment to equity-centered, culturally responsive, and trauma-informed learning environments. · Commitment to Compass’s mission and values, with an interest in financial coaching, asset-building, or economic mobility work. · Proficiency or fluency in Spanish, Haitian-Creole, or Cantonese preferred. Benefits · The salary range for this role is $47,170-$56,445, commensurate with experience. We’ll promote your professional growth and development by providing access to a competitive salary and benefits package and additional employee benefits that include but are not limited to: · Healthcare: medical, dental, vision: Compass covers up to 80% of employee premiums and 80% for dependents. There is no waiting period to enroll in health insurance. · Retirement plan 401(k) & 3% match · Parental Leave: Employees who have been employed for at least three (3) months are eligible to take up to 12 weeks of unpaid leave. *Employee must be with the organization for six (6) months to receive up to twelve (12) weeks of full pay from the organization. · Life insurance & disability Insurance · Paid time off: Employees receive up to 36 Wellness days and 8 holidays per calendar year, plus the final week of the calendar year off as an organizational wide holiday. All employees enjoy a two-hour early closure starting the Friday after Memorial Day through the week of Labor Day. · Flexible Spending Account (FSA) · Dependent Care Flexible Spending Account · Professional development & certification · Pre-tax commuter benefits · Employee Assistance Program (EAP) · Office closed the final week of calendar year · Equipment: $200 one-time stipend for work from home expenses · Internet Reimbursement: Up to $40 per month for personal internet expenses Equal Opportunity Statement Compass Working Capital is an Equal Opportunity Employer. We consider applications for all positions, without regard to age, race, color, ethnicity, national origin, ancestry, creed, religion, gender, gender identity or expression, sexual orientation, citizenship, physical or mental disability, medical condition, genetic information, marital status, veteran status, military status, or any other characteristic protected by applicable law. Compass Working Capital is committed to ensuring individuals with disabilities receive the accommodations required for them to interview for a position on our team. Should you require accommodations, please contact hr@compassworkingcapital.org. Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as a “low-income resident” of the area where the HUD-assisted project is located. For the purposes of Section 3, "low-income" is defined as 80% of the Area Median Income. To learn more information about Section 3 income eligibility, please refer to the Housing and Urban Development (HUD) Website.

Responsibilities

The Financial Education Associate supports internal training systems, staff learning experiences, financial content infrastructure, and client-facing financial education efforts within the Programs department. This role involves coordinating trainings, maintaining learning tools and financial content, and ensuring staff have access to relevant, accurate, and trauma-informed learning resources.