Assistant Director of Financial Well-Being

UNC-Chapel Hill•Chapel Hill, NC

About The Position

The University of North Carolina at Chapel Hill seeks an Assistant Director of Financial Well-Being to help lead the Center by advancing outreach, coordinating partnerships, developing Peer Financial Coaches, and strengthening basic needs support. The position reports directly to the Director of Financial Well-Being. Guided by student needs and research-informed practices, the Assistant Director will coordinate resources and outreach addressing financial insecurity and basic needs, including connections to mental health support through campus partners. The role oversees the financial coaching experience from intake through follow-up and builds partnerships that expand access to support for diverse student populations. In collaboration with the Dean of Students office, Heels Hub, and other campus partners, the Assistant Director connects students with critical resources and programming that support academic progress and development. The Assistant Director leads the coaching process; basic needs support and case consultation; data, assessment, and reporting; outreach and engagement; campus and community partnerships; and the recruitment, training, supervision, and mentorship of assigned staff and Peer Financial Coaches, in coordination with the Center’s other Assistant Director.

Requirements

Strong knowledge of basic needs support programming, including wellness, housing, and student financial topics such as budgeting, debt management, and student loans.
Familiarity with campus and community resources and support services, and experience with referral, case consultation, or direct student support.
Experience building and cultivating partnerships with internal and external constituents.
Demonstrated experience supervising staff or leading student staff.
Excellent communication and presentation skills, with the ability to engage and connect with diverse student populations.
Experience developing and implementing program assessments and using data to inform strategy and practice.
Availability and flexibility to work some evenings and weekends.

Nice To Haves

Master’s degree in higher education, social work, public administration, finance, or a related discipline.
At least 3 years of demonstrated experience in basic needs support, financial education or counseling, community education, social work, or related areas.
A relevant financial counseling or coaching credential, such as Accredited Financial Counselor (AFC) or Certified Financial Education Instructor (CFEI), or demonstrated progress toward one.
Training in motivational interviewing, strengths-based practice, or trauma-informed approaches.
Experience building data-tracking systems and preparing impact reports.
Familiarity with relevant laws, regulations, and ethical standards related to financial education and counseling, as well as student records.
Knowledge of student development theory and understanding of the unique financial challenges faced by college students.

Responsibilities

Build and oversee the coaching process, from scheduling and intake through follow-up and referral, and oversee Peer Financial Coaches as they meet one-on-one with students.
Train coaches on the coaching process, boundaries, active listening, motivational interviewing, and strengths-based practice.
Provide group and one-on-one coaching on budgeting, debt management, financial goals, saving, and resource utilization, including SNAP.
Serve as the Center’s primary contact for case referrals from the Dean of Students, the Office of Scholarships and Student Aid, and the Student Success Division.
Integrate basic needs support, crisis escalation, and referral into coaching; consult with coaches on complex situations; oversee specialty Peer Financial Coaches; and maintain resource guides for food, housing, and transportation support across campus and the Triangle.
Maintain systems for tracking the Center’s reach, engagement, and outcomes, including success metrics, surveys, and student testimonials.
Conduct needs assessments for specialty student groups and prepare monthly, semester, and annual reports to inform strategy, staffing, and programming.
Plan, coordinate, and execute outreach, including tabling events, information fairs, classroom presentations, and partner programming tailored to specific schools and populations.
Build partnerships with student organizations, academic departments, campus offices, and community organizations, including food banks and housing assistance programs, and embed the Center in broader student-success initiatives.
Recruit, train, supervise, and mentor assigned staff and Peer Financial Coaches in coordination with the Center’s other Assistant Director.