Program Manager, Asset Building & Matched Savings
Location: Washington, DC
Position Summary: The 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 a College Degree (B.A. or B.S.)
- 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