Financial Wellness Manager
: Job Details :

Details

Open Date 08/12/2025

Requisition Number PRN42806B

Job Title Manager, Program(s)

Working Title Financial Wellness Manager

Job Grade F

FLSA Code Administrative

Patient Sensitive Job Code? No

Standard Hours per Week 40

Full Time or Part Time? Full Time

Shift Day

Work Schedule Summary

Monday – Friday, 9:00 AM – 5:00 PM

This is a student-supporting role and requires in-person, on-campus presence.

VP Area President

Department 01603 - Financial Wellness

Location Campus

City Salt Lake City, UT

Type of Recruitment External Posting

Pay Rate Range $55,000 - $65,000

Close Date 09/18/2025

Priority Review Date (Note - Posting may close at any time) 09/12/2025

Job Summary

The Financial Wellness Center ( FWC ) is seeking a compassionate and student-centered Financial Wellness Manager to join our dynamic and nationally recognized team. This role offers a unique opportunity to directly impact student success and well-being through personalized financial counseling, peer program leadership, community-based financial services, and innovative initiatives.

The Financial Wellness Manager will serve as a key resource for students navigating various financial situations, offering expert one-on-one counseling and overseeing the development of peer wellness ambassadors who deliver frontline financial education. This position also plays a vital role in managing the operations of the FWC financial counseling, VITA Tax Clinics, triaging financial concerns, and supporting the center's communication and referral systems.

The ideal candidate brings a strong foundation in financial wellness and student development, with an approach that fosters belonging and accessibility.

Candidates should either hold or obtain the Accredited Financial Counselor (AFC®) certification within twelve months of hire and will be required to obtain IRS VITA Certification tests each year (Basic, Advanced and International Student).

Responsibilities

Center Operations Management

● Oversee daily operations of the Financial Wellness Center's financial counseling services, ensuring smooth service coordination and timely student support.

● Triage and manage the center inbox, delegate inquiries, and maintain professional, student-centered communication.

● Manage financial counseling referrals and intake, directing students to appropriate resources based on urgency and complexity.

High-Level Financial Counseling & Education

● Provide expert, one-on-one financial counseling to students, offering guidance on budgeting, credit, student loans, and overall financial wellness.

● Support students experiencing financial stress or complex financial challenges, with a student-centered and compassionate approach.

● Promote financial education on campus through presentations, programming, and collaboration with campus partners to expand the reach and impact of financial wellness initiatives.

Supervision and Development of Peer Programs

● Recruit, train, and mentor peer wellness ambassadors through the full employment lifecycle, including onboarding, skill development, and performance feedback, with a focus on financial wellness education and student development.

● Coordinate peer wellness ambassadors scheduling to ensure consistent coverage for financial counseling sessions, outreach events, and workshops, while providing direct support during service delivery.

● Foster a collaborative team environment by facilitating regular check-ins, staff meetings, and professional development opportunities that promote student leadership, communication, and team-building.

VITA Tax Clinic Operations

● Support the management and operations of the VITA Tax Clinic, including scheduling, logistics, and volunteer coordination.

● Ensure compliance with IRS and VITA guidelines, university policies, and federal tax preparation standards.

● Build and maintain relationships with external partners such as tax professionals, volunteers, and community organizations.

Professional Development

● Engage in ongoing professional development to stay current on financial wellness trends, student support strategies, and higher education best practices.

● Encourage and model self-care, professional growth, and development for staff and student team members.

● Participate in field-related conferences, training, and certification programs (e.g., Accredited Financial Counselor).

Other duties, functions, and responsibilities as assigned.

Minimum Qualifications

Bachelor's degree in a related area or equivalency (one year of education can be substituted for two years of related work experience). Four to six years of progressively more responsible management experience. Background knowledge of hiring department's area of specialization in order to analyze, plan and draw conclusions for recommendations to superiors. Demonstrated leadership skills in planning and directing employees and processes in order to effectively monitor and develop subordinates and to ensure the smooth operation of department. Completion of provided supervisory training within one year of employment may be required. Master's degree in a related area may be preferred.

Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.

Preferences

Type Benefited Staff

Special Instructions Summary

Additional Information

The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) ###-#### for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS' post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) ###-#### or (800) ###-#### or University Human Resource Management at (801) ###-#### if you have questions regarding the post-retirement rules.

This position may require the successful completion of a criminal background check and/or drug screen.

The University of Utah values candidates who have experience working in settings with students and patients from all backgrounds and possess a strong commitment to improving access to higher education and quality healthcare for historically underrepresented students and patients.

All qualified individuals are strongly encouraged to apply. Veterans' preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.

The University of Utah is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran's status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.

To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Affirmative Action ( OEO /AA). More information, including the Director/Title IX Coordinator's office address, electronic mail address, and telephone number can be located at:

Online reports may be submitted at oeo.utah.edu

This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.