Director of Partner Programs
Community Financial Resources (CFR) is a San Francisco Bay Area non-profit organization dedicated to empowering low-income and financially marginalized people through education and low cost banking and payment tools like the CFR prepaid debit card. We design and implement programs that connect people to consumer-friendly financial products and services bolstered with product-based financial education. Program participants learn money management skills and model asset-building behaviors that enable them to escape the predation of high-cost financial services –including payday lenders, check-cashers, loan sharks, debt peddlers, and money transmitters in both the mainstream and fringe banking sectors.
CFR is seeking an experienced partner relationship manager to:
- Develop partnerships with organizations serving low-income communities building the financial capability and resilience of their constituents;
- Integrate financial product distribution programs into the work of partner organizations;
- Train partnering organizations’ staff on CFR’s product-based financial education program for underserved low to moderate income households;
- Provide on-going partner support and consultation on social marketing, constituent outreach and program participation, and improving program effectiveness;
- Support the tracking and evaluation of partner outcomes.
The Director of Partner Programs will provide on-going technical assistance to community-based organizations including public and private social service agencies and unions. As a relationship manager, the Director helps partners develop and implement strategies to offer consumer friendly financial tools and services and help constituents effectively use these tools to improve their financial well-being.
CFR is looking for an organized, high-achieving, and collaborative professional passionate about our mission to disrupt exploitative fringe and mainstream banking practices by shaping innovative technology into financial products and services that promote personal empowerment while advancing democratic and sustainable community development. CFR’s partner programs are focused on helping people preserve and build assets through usage of consumer-friendly products that support the development of beneficial money management behaviors within a community context. Applicants must have excellent written, oral, and presentation communications skills, understand the life experience of low-income families, and know how to create opportunities to build the financial capabilities of low to moderate income households on a large scale. The successful candidate will collaborate with creative and committed colleagues working together to build economic justice.
Our ideal candidate will combine business planning know-how and knowledge of consumer financial products with a deep understanding of the non-profit sector. S/he must demonstrate a strong commitment to CFR’s mission to help low-income families and their communities build assets in a fair and sustainable economy that promotes the commonwealth and values local living economies. Financial services industry and/or community organizing experience a plus.
Work with the Executive Director to further develop and implement programming and build relationships with nonprofits that embrace the financial capability framework to effectively distribute financial products and services to their clients. This will include:
- Partner/ business development including the negotiation of MOUs
- Providing one-on-one consulting on partners’ product-based financial capability program development and execution
- Collaborating on the development of product-based financial education materials for trainers and clients
- Delivering train-the-trainer sessions
- Supporting partner interaction and follow-up with clients
- Implementing appropriate evaluation frameworks to track outcomes
- Working collaboratively with other team members on the full range of CFR activities
- Support fundraising through lead development and contributing to business and grant proposals
Graduate level education.
3+ years of work experience in financial service, community development, public health, or education ideally focused on the unbanked and underserved communities;
Familiarity with consumer financial products and services, consumer usage patterns, and the principles of Behavioral Economics;
Exceptional writing, presentation and oral communication skills and the ability to create effective communication graphics. Knowledge of popular education techniques a plus;
Exemplary interpersonal and relationship building skills, with ability to network, develop rapport and establish common goals, and generate interest and excitement in CFR’s work;
Experience with program development, specifically with programs improving the financial stability of LMI households;
Excellent project management skills;
Self-motivated, disciplined and results-oriented with the ability to flourish in CFR’s “virtual” office environment;
Strong desire to engage in CFR’s mission-related work.
Extensive Bay Area travel and occasional national travel to work with partners on-site.
Strong webinar and social media skills to develop regular channels for partner communication.
Competitive compensation package.
To apply, send a cover letter with salary requirements and resume to Leon@CommunityFinancialResources.net