Financial Education Associate

Compass Working Capital•Boston, MA

48m•$47,170 - $56,445•Hybrid

About The Position

The Financial Education Associate supports Compass's internal training systems, staff learning experiences, financial content infrastructure, and client-facing financial education efforts across the Programs department. This role helps ensure financial coaches and other client-facing staff have access to organized, relevant, accurate, and trauma informed learning resources that strengthen coaching quality and client support. The Associate plays a key role in coordinating trainings, maintaining learning tools and financial content, and delivering excellent logistics for client workshops and educational programs. Reporting Structure: The Associate reports to the Manager, Programs Learning and Development and collaborates closely with program staff across Compass programs.

Requirements

1–3 years of relevant experience in program support, training coordination, education, or staff development.
Strong organizational skills and attention to detail, with the ability to manage multiple priorities.
Excellent written and verbal communication skills.
Comfort using databases, learning platforms, and systems such as Salesforce or similar tools.
Commitment to equity-centered, culturally responsive, and trauma-informed learning environments.
Commitment to Compass’s mission and values, with an interest in financial coaching, asset-building, or economic mobility work.

Nice To Haves

Strong preference for experience in financial coaching, counseling or education.
Proficiency or fluency in Spanish, Haitian-Creole, or Cantonese preferred.

Responsibilities

Support scheduling, logistics, and preparation for staff training, onboarding cohorts, and internal learning sessions.
Assist with training communications, attendance tracking, and follow-up materials.
Coordinate day-of support for virtual and in-person trainings.
Provide day-to-day coordination support to the Programs Learning and Development team.
Contribute to the development and improvement of onboarding and professional development resources for Programs staff.
Help ensure learning materials are trauma-informed, accessible, and aligned with Compass coaching practices.
Gather feedback from staff and support continuous improvement of learning experiences.
Support Manager in analyzing feedback and identifying trends for improvement.
Maintain Compass’s centralized training and coaching resource database, ensuring materials are organized and up to date.
Support version control and documentation for curricula, tools, and learning content.
Track learning participation and completion using internal systems.
Assist with administrative coordination of certification pathways (e.g., AFC®, CFP®), including tracking progress and supporting coaches through the certification process.
Support regular reviews and updates of financial coaching content to ensure accuracy and currency.
Support coordination of client-facing financial education workshops, including scheduling, materials preparation, and presenter logistics.
Manage participant registration, send reminders, track attendance, and administer workshop evaluations.
Assist with development and updating of workshop content and client knowledge resources.
Help ensure educational materials are accessible and responsive to client needs, including multilingual resources when applicable.

Benefits

Healthcare: medical, dental, vision: Compass covers up to 80% of employee premiums and 80% for dependents. There is no waiting period to enroll in health insurance.
Retirement plan 401(k) & 3% match
Parental Leave: Employees who have been employed for at least three (3) months are eligible to take up to 12 weeks of unpaid leave. Employee must be with the organization for six (6) months to receive up to twelve (12) weeks of full pay from the organization.
Life insurance & disability Insurance
Paid time off: Employees receive up to 36 Wellness days and 8 holidays per calendar year, plus the final week of the calendar year off as an organizational wide holiday. All employees enjoy a two-hour early closure starting the Friday after Memorial Day through the week of Labor Day.
Flexible Spending Account (FSA)
Dependent Care Flexible Spending Account
Professional development & certification
Pre-tax commuter benefits
Employee Assistance Program (EAP)
Office closed the final week of calendar year
Equipment: $200 one-time stipend for work from home expenses
Internet Reimbursement: Up to $40 per month for personal internet expenses