Director of Financial Wellbeing

The Office of Scholarships and Student Aid works to ensure that qualified students have the opportunity to study at the University of North Carolina at Chapel Hill regardless of their ability to pay. The office serves students at all levels, including graduate and professional school students and coordinates all student financial support for the campus. The office assists in the recruitment, retention and success of students while maximizing available funds, exercising good stewardship of those funds, and performing related research, analysis and program evaluation in support of long-range enrollment and campus goals. In addition, the office provides academic and co-circular support services for scholarships, provides financial literacy and educational tools, and partners with faculty and other student success areas across campus to provide excellent service to low- and middle-income students and other scholarship recipients. The work of the office is public in nature and closely scrutinized by students and their families, lawmakers, faculty and staff at the University, and by the media (local, regional, and national).

The University of North Carolina at Chapel Hill seeks innovative and accomplished candidates for the position of Director of Financial Wellbeing. This leadership position reports directly to the Associate Provost and Director of Scholarships and Student Aid within the Enrollment Division and works closely with campus partners, specifically those in the Division of Student Success. This is a unique opportunity to further strengthen a comprehensive, campus-wide approach to financial literacy education and support. This includes a focus on developing and delivering a proactive student-centered model that advances student skills and competencies around financial literacy. Financial wellbeing initiatives will ultimately enable and empower students to make informed decisions regarding personal finances throughout their academic journey and beyond. 

The offices within the Enrollment Division (Office of Undergraduate Admissions, Office of Scholarships and Student Aid, Carolina Higher Education Opportunity Programs, Office of the University Registrar, and the Carolina College Advising Corps) focus on increasing the enrollment of outstanding students from North Carolina and beyond, meeting the full demonstrated financial need of all undergraduate students who qualify for federal aid; maintaining the integrity of the student record and academic and administrative processes; supporting student success; and providing great care to all who come our way. The work of the Enrollment Division is closely scrutinized by students and their families; by faculty, staff, students, and alumni; by secondary-school teachers and administrators; by lawmakers at the local, state, and national level; and by the media. 

 As a leader within Enrollment, the Director will support the vision and goals of the University and the Division. Specifically, the Director will: 

 Develop and implement a student financial wellbeing strategy and plan. This includes identifying, prioritizing, and implementing key financial wellbeing initiatives based on student needs, research, financial regulations, and best practices. 

Design and implement financial education and coaching programs on key topics such as financial literacy, budgeting, debt management, setting financial goals, savings, investments, and resource utilization. 

Supervise and lead a team of financial wellbeing staff to ensure the successful promotion, delivery, and tracking of financial wellbeing initiatives. 

Create and deliver an innovative outreach and education plan that includes social media and other student engagement platforms. 

Establish and maintain partnerships with students, student organizations, academic departments, and campus offices to integrate financial wellbeing and literacy into course offerings and the overall student experience. 

Collaborate with external organizations and community partners to inform and expand the financial wellbeing program and available student resources. 

Assess and share program results and insights with campus leadership, recommending changes to improve outcomes as appropriate.

Relevant post-Baccalaureate degree required (or foreign degree equivalent); for candidates demonstrating comparable independent educational or instructional activities associated with the delivery and/or management of student support functions, will accept a relevant Bachelor’s degree (or foreign degree equivalent) and at least 1 year of relevant experience in substitution.

Demonstrated experience in financial education, counseling, or related areas. 
Strong knowledge of financial education and literacy, including personal finance principles, budgeting, debt management, and other financial topics relevant to students. 
Familiarity with student financial aid programs, scholarships, and student loans. 
Leadership experience, including strategic planning, team management, and program development. 
Experience building and cultivating partnerships with constituents across campus and outside of the university. 
Demonstrated experience leading professional staff through direct supervision or leadership. 
Excellent communication and presentation skills, with the ability to engage and connect with wide ranging student populations. 
Experience developing and implementing program assessments and using data to inform strategy and practice.

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. 
*Experience teaching college level courses in Personal Finance, Financial Literacy or related courses and the ability to teach a course at Carolina.