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ESL Federal Credit Union · 1 day ago

Manager, Financial Wellness

Rochester, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$127K/yr - $160K/yr

10+ years exp

ESL Federal Credit Union is seeking a Manager of Financial Wellness to develop and lead the strategic execution of their Financial Wellness strategy. This role involves building and overseeing a team dedicated to improving the financial health of ESL's members through innovative solutions and cross-functional collaboration.

BankingFinanceFinancial Services

Culture & Values

Responsibilities

Build and lead a Financial Wellness Innovation Team to develop and deliver solutions that improve member financial health

Develop and manage ESL’s Financial Wellness Framework

Build and then lead a focused, agile, small team dedicated to financial wellness innovation

Ensure the development and implementation of a continually prioritized backlog and roadmap of solutions that drive Financial Health for ESL stakeholders

Oversee the design and implementation of digital and person-assisted solutions

Ensure solutions are data-informed and aligned with member needs

Collaborate across ESL to embed financial wellness into business processes and member experiences

Partner with internal teams to align financial wellness goals with business strategies

Facilitate cross-functional collaboration to embed financial wellness into customer journeys

Lead initiatives that translate member insights into actionable improvements

Integrate Financial wellness into ESL’s service delivery and product design

Manage escalations and feedback loops to continuously improve financial wellness solutions

Monitor member feedback and service escalations related to financial wellness

Implement improvements based on data and feedback

Manage community requests for financial education and guidance (e.g. workshop or partnership requests) and direct as appropriate to internal or external resources for follow up

Support strategic planning and reporting for financial wellness initiatives

Contribute to strategic planning and performance reporting

Ensure alignment with ESL’s purpose and member impact goals

Qualification

Financial wellness experienceProgram managementTeam leadershipAnalytical skillsCross-functional collaborationPC proficiencyCommunication skillsInterpersonal skillsCritical thinkingProject management

Required

Bachelor's degree or 4 years of equivalent directly related experience

In addition, a minimum of 10 years of business or non-profit experience, with a minimum of 5 years of experience in financial wellness or related disciplines (financial services, financial advising, credit counseling)

Minimum of 3 years of experience managing direct reports

Minimum of 5 years of program or product management experience with demonstrated ability to manage cross functional teams

Demonstrated experience in building and implementing partnerships

Ability to motivate, manage and lead people

Superior analytical skills, research capabilities and attention to detail

Superior critical thinking skills. Ability to build structure and processes around new ideas

Exceptional communications skills

Proven ability to independently manage complex activities

Demonstrated ability to work directly with the highest levels of management, drive consensus and strategic decision making

Demonstrated interpersonal, and team building skills, especially in cross-functional teams; ability to collaborate with team members and leaders throughout the company

Highly effective communications skills (written and verbal)

PC proficient (Excel, Power Point, Word)

Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper

Preferred

Experience leading agile teams or innovation labs

Background in financial technology, behavioral economics, or human-centered design

Demonstrated project and process management skills using process improvement methodology and tools

Benefits

Wellness program

Family assistance plan

401k with match

Paid volunteer time

Learning & Development training

Company

ESL Federal Credit Union

With 100 years of locally owned history, ESL Federal Credit Union serves as a full-service financial institution to more than 444,000 members and more than 17,500 businesses.

Founded in 1920

Rochester, New York, USA

501-1000 employees