Position Summary: The Associate Program Manager is responsible for strategic management and day-to-day operations and communications of assigned matched savings and cash transfer programs, delivery of financial education classes and financial coaching sessions, client support, and account management.
Associate Program Manager, Asset Building & Matched Savings
Location: Washington, DC
Position Summary: The Associate Program Manager is responsible for strategic management and day-to-day operations and communications of assigned matched savings and cash transfer programs, delivery of financial education classes and financial coaching sessions, client support, and account management.
Responsibilities
- Teach CAAB’s financial education classes.
- Present Program Presentation and materials to CAAB stakeholders.
- Compile financial education training materials for classes' and coaching onsite and offsite.
- Provide case management for clients participating in financial education and matched savings programs.
- Work with CAAB staff to develop and distribute outreach and marketing materials for CAAB's programs, including providing descriptions and distributing materials to target outreach populations.
- Review client Applications for program eligibility and follow up with clients regarding missing documentation; prepare enrollment packets for accepted clients; contact program clients regarding matched savings account compliance; work directly with case management staff at partner agencies.
- Enter critical client data into CAAB database system(s).
- Connect enrolled savers to CAAB's other areas of work and other resources as appropriate.
- Assume primary responsibility for the production of reports to partner organizations.
- Other duties as assigned.
Requirements
- Experience with working with low- and moderate-income individuals and families
- Cultural understanding and awareness of socio-economic matters in the Washington metropolitan region
- Possess at least an Associate's Degree (AA)
- Proficiency in Microsoft Office
Interested in Applying? Please submit your resume with a cover letter to hr@caab.org.
About Capital Area Asset Builders
Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to create opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future.
Connect with CAAB via our social media platforms:
- Twitter: @CAAB_GreaterDC
- Facebook: https://www.facebook.com/CapitalAreaAssetBuilders
- LinkedIn: https://www.linkedin.com/company/capital-area-asset-builders
