Manager, Pathways Program

Orlando Health•Orlando, FL

About The Position

Provides strategic and operational leadership for the Financial Well‑Being: Pathways Program, an internal resource designed to support Orlando Health team members in achieving financial stability, resilience, and long‑term financial health. Oversees delivery of personalized financial coaching, crisis financial support coordination, savings initiatives, educational programming, and partnerships that reduce financial stress and support overall team member well‑being. Plays a key role in organizational response during critical incidents by coordinating financial well‑being supports and resources for impacted team members. Ensures the program is accessible, effective, and aligned with Orlando Health’s commitment to being the Best Place to Work.

Requirements

Master’s degree in Human Services, Social Work, Finance, Public Health, or a related field required.
Minimum of two (2) years of supervisory or people management experience required.
Minimum of three (3) years’ experience in nonprofit, social services, program management, or project management preferred.
Experience in financial coaching, counseling, or financial literacy program delivery strongly preferred.
Client management databases or case management system experience preferred.
Bilingual proficiency preferred.

Nice To Haves

Financial coaching certification or related credential preferred.
Accredited Financial Counselor (AFC) or equivalent designation preferred.
Crisis intervention training preferred.

Responsibilities

Leads the planning, implementation, and continuous improvement of the Financial Well‑Being: Pathways Program to support team members’ financial stability and resilience.
Oversees delivery of one‑on‑one financial well‑being coaching, including proactive financial guidance and crisis‑related support sessions.
Coordinates and actively participates in Orlando Health’s organizational response during critical incidents by mobilizing financial well‑being supports, crisis resources, and recovery services for affected team members.
Manages integration and coordination of financial resources, including savings incentive programs, budgeting tools, debt management resources, and community supports.
Provides oversight and collaboration related to crisis financial support initiatives, including connection to the Team Member Support Fund and other assistance programs.
Conduct individualized assessments of team members' financial situations and develop case plans that address barriers and connect individuals to appropriate internal and external resources.
Provides oversight of the Team Member Pantry, ensuring appropriate operations, accessibility, inventory management, and alignment with team member needs.
Cultivates and maintains strong relationships with internal leaders and external partners to ensure adequate financial well‑being resources are available before, during, and after times of financial stress or crisis.
Leads development and delivery of financial well‑being education, including master classes, workshops, challenges, and digital resources.
Tracks program utilization, outcomes, and trends to evaluate effectiveness and inform improvements.
Supervises and supports Pathways staff and financial well‑being coaches, providing direction, performance management, and professional development.
Collaborate with department leadership to maximize resources across current and new program areas, and work closely with leadership on monitoring reports, deliverables, and potential funding proposals.
Participate in community events and organizational initiatives to increase awareness of program services and cultivate partnerships.
Ensures compliance with organizational policies, confidentiality standards, and applicable regulations related to financial support services.
Maintain detailed, accurate, and timely records of participant data using required case management systems, ensuring compliance with HIPAA, FIPA, PHI, and PII requirements.
Supports enterprise‑wide critical incident preparedness, response, and recovery efforts by advising leaders on available financial well‑being resources and support pathways.
Participates in systemwide well‑being, safety, and emergency response planning initiatives as related to team member financial support.
Provides consultation to leaders and teams regarding financial stress trends, emerging needs, and appropriate referral to Pathways services.
Assists with development of communication materials, toolkits, and leader guidance related to financial well-being resources.
Supports special initiatives, pilots, grants, or community partnerships that enhance financial well‑being support for team members.
Support interdepartmental projects and initiatives as needed.
Participate in relevant professional development activities, conferences, and trainings to maintain subject matter expertise in financial wellness and crisis intervention.