Financial Wellness Program Manager

Pennsylvania, United States
08 Jun 2019
End of advertisement period
08 Aug 2019
Contract Type
Full Time

School Name     Division of Finance
Org     Student Registration & Financial Services
Posted Job/Salary Grade     027
Employment Type     Exempt
Hours     N/A
Position Type     Full Time
Position Schedule     M-F; 9am-5pm
Months     12
Position Length     Ongoing

University Overview     

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn’s distinctive interdisciplinary approach to scholarship and learning.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

School/Center Overview     

The Division of Finance is responsible for an array of centralized financial functions of the University. Our various departments are responsible for administrative services that support financial accounting and disbursement activities, research administration, external and internal investments, cash and debt management, risk management and student registration and financial aid.


The Financial Wellness Program Manager will provide critical support in developing and implementing the new Financial Wellness@Penn program in the Division of Finance. The manager will report jointly to the Executive Director of Student Registration and Financial Services and the Director of Communications in the Division of Finance. Work will include developing financial literacy content across multiple channels, coordinating events, recruiting and engaging with student ambassadors, and promoting the program across the University.

The Manager will conduct research and develop relevant financial wellness content to include on the Financial Wellness section of the SRFS website. This may require writing new content or compiling links to existing resources. He/she will work within DOF and with campus partners to develop Financial Wellness events, and to identify marketing and promotion opportunities to launch Financial Wellness@Penn and continue to publicize it throughout the year. This will include generating topics, identifying presenters, outlining presentation content, developing presentation materials, and creating a master calendar of Financial Wellness events. The Manager will regularly gather data on/assess the success of events and programs, and will identify and address opportunities for growth.

The Manager will identify tailored learning opportunities for a diverse student population; will create and/or curate online and in-person educational opportunities; and will develop financial literacy training and tools for Financial Aid Counselors to use with students.

The Manager is expected to pursue financial literacy professional development opportunities and stay up-to-date on new research and best practices in education college students on these concepts.

The Manager will be the primary point of contact for current students who are interested in engaging with Financial Wellness@Penn. With input and feedback from student leaders, the Manager will conceptualize and develop a Financial Wellness Ambassador program and recruit and oversee students who will support their work in creating content, delivering in-person/online workshops, providing peer mentorships, and marketing the program through social media accounts and other channels. He/she will conceptualize and develop content for an Affordability Academy that will serve as educational outreach across the University on foundational affordability, financial aid, and financial literacy.


A Bachelor’s Degree and 3 to 5 years of experience or equivalent combination of education and experience is required.

Ideally, 1 to 2 years’ relevant experience in a financial wellness and student services environment or an equivalent combination of education and experience. Peer financial wellness counseling is a plus.

Excellent written and verbal communication skills, interpersonal skills, and ability to create and organize content in an engaging way. Experience with MS Office (Word, Excel, Access, and PowerPoint). Ability to work well with a diverse community and groups with different levels of financial acumen. Multi-lingual skills are a plus. The ability to develop and maintain effective professional working relationships with individuals at all organization levels on campus is critical, along with the ability to work independently and with a team of colleagues.

Affirmative Action Statement     

Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements     

Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.