Program Director, Todd and Lisa Halbrook Center for Investment & Wealth Management

University of California, Irvine•Irvine, CA

6h•Hybrid

About The Position

The Todd and Lisa Halbrook Center for Investment and Wealth Management (CIWM) provides discussion, study and application of financial education for all. The Center offers leadership and serves as a resource for financial education with goals of increasing financial literacy, minimizing financial instability for the benefit of society, and training the next generation of financial industry leaders. Our mission is to provide financial education for individuals across all socioeconomic backgrounds to: Empower individuals at all stages of life to make smart financial decisions. Provide opportunities for students, the public and financial services professionals to enhance their financial knowledge. Connect the business community with the next generation of financial industry leaders for professional networking and mentorship opportunities.

Requirements

Knowledge of common organization- or research-specific and other computer application programs.
Strong communication and interpersonal skills to communicate effectively, both verbally and in writing.
Ability to use discretion and maintain all confidentiality.
Analytical / problem-solving skills.
Strong skills in analyzing, researching and synthesizing large amounts of data for preparing sound and relevant proposals / analyses.
Ability to multi-task with demanding timeframes.
Strong policy analysis techniques.
Strong interpersonal and relationship-building skills with the ability to collaborate effectively with faculty, industry professionals, community partners, and students.
Bachelor's degree in related area and / or equivalent experience / training
Valid California driver’s license
A minimum of 3 years of experience managing project lifecycles, including planning, resource allocation, and timeline management for multiple concurrent initiatives.
A minimum of 1 year of experience performing data analysis to evaluate program effectiveness and drafting formal reports
Experience overseeing day-to-day program operations and facility logistics, including providing functional work direction to staff or volunteers to ensure the successful execution of high-volume events.
Experience monitoring project-based budgets, including performing reconciliations and analyzing expenditures to ensure alignment with strategic program goals.
Demonstrated success in building and sustaining professional relationships with a diverse range of external partners.
Must be able to provide proof of work authorization

Nice To Haves

Knowledge of best practices in youth development and engagement strategies for secondary education students (ages 13-18).
Previous experience working within a higher education or non-profit environment.
Written and conversational mastery of the Spanish language.
Experience developing or executing digital marketing and outreach plans to drive enrollment.

Responsibilities

Provides functional leadership and strategic oversight for the center’s most complex program portfolios and initiatives.
Translates center strategy into actionable program models.
Leads the development of marketing and recruitment pipelines.
Manages high-level partnerships with community and industry stakeholders.
Oversees program financial health and vendor contracts.
Provides functional guidance to program staff and student teams.
Advances the scalability of concurrent center initiatives.
Overseeing day-to-day program operations and facility logistics, including providing functional work direction to staff or volunteers to ensure the successful execution of high-volume events.
Monitoring project-based budgets, including performing reconciliations and analyzing expenditures to ensure alignment with strategic program goals.