Money Canvas Coach

Money Canvas is a free online coaching program that helps people build healthier budgeting, savings, and spending behaviors. Our mission is to help people see their money in a new way and take practical steps to find more breathing room in their day-to-day finances. The program offers user-friendly, virtual guided sessions designed to make conversations about money less intimidating that help families and individuals free up more money to put toward their financial priorities.

The Money Coach position offers a unique opportunity for a highly motivated individual to work for a fast-paced, growth-oriented program while also making a meaningful impact.

Coaches provide personalized, one-on-one coaching to help people build money management skills at their own pace. They help families and individuals unlock behavioral changes through empathy and accountability, build working relationships with people from a wide variety of backgrounds, perspectives, and experiences while empowering people to understand their current behaviors and help them commit to small changes that add up over time.

DUTIES & RESPONSIBILITIES

Behavioral Coaching:

• Work with hundreds of individuals across academic, geographic, socioeconomic, cultural, linguistic, and ethnic backgrounds each year to share foundational money management lessons and spark healthier habits around budgeting, saving, and spending
• Conduct one-on-one virtual money coaching sessions with participants by facilitating a dialogue that prompts critical thinking and self-awareness while navigating a shared digital experience.
• Pilot experimental coaching protocols and techniques as a part of a test-driven environment to merge behavior change with digital technology
• Apply motivational interviewing techniques (e.g., active listening, probing questions, withholding opinions/advice) to create a judgment-free space for participants to learn, reflect, and commit to healthy behavior changes
• Create personalized action plans that align to participants’ goals, breaking major objectives into practical, manageable steps.
• Motivate, guide, and empower participants to progress through the Money Canvas program and meet their financial wellness goals
• Make appropriate referrals to other support services as needed (e.g., credit counseling)

Client Relationship Management:

• Establish and maintain excellent relationships with participants to provide ongoing support between sessions – address inquiries, reinforce new perspectives on money management, celebrate progress, and work through setbacks
• Maintain client data in a customer relationship management (CRM) platform, capturing all required client information and documenting consistent and accurate client notes for impact reporting and relationship handoffs
• Coordinate and schedule coaching appointments while remaining responsive to daily inflows of phone, text, and email communications with clients.

Ongoing Administrative Work:

• Actively manage appointment calendar, input client and session data in a timely manner, participate in professional development, and complete ongoing training as provided, on programs and services
• Communicate in a timely manner with your team and other stakeholders who may contact you with inquiries about the program (e.g., Thrivent Financial Advisors, other Thrivent employees, case workers from partner organizations)
• Adheres to all policies guidelines related to Money Canvas operations, by being reliable to work schedules and responsibilities, following regulatory and quality-control requirements.

QUALIFICATIONS & SKILLS:

Required:

• Bachelor’s degree
• Minimum of two years of work experience in financial services, financial planning, economic development, social work, community organizing, teaching, or other related fields
• Strong empathy / high levels of emotional intelligence
• Excellent communication skills and responsiveness
• Demonstrated ability to work independently and productively in a virtual setting
• High-energy individual who demonstrates confidence, accountability, and strong time management skills.
• Demonstrate flexibility and adaptive positive attitude in a constantly changing environment
• Detail-oriented, with a willingness to learn new skills and techniques to promote quality, efficiency, and successful customer outcomes
• Proficiency in Microsoft Office – Word, Excel, Power Point, Outlook – and videoconferencing platforms (e.g., MS Teams, Zoom)

Preferred:

• Bilingual in English and Spanish
• Prior experience as a financial coach
• Demonstrated financial literacy / understanding of money management concepts
• Demonstrated propensity to learn, use, and implement behavioral and financial literacy learning strategies
• Experience working with families from all income levels in one or more of the following areas: financial goal setting; budgeting; credit building/rebuilding and debt repayment.
• Dedicated individual to engage/motivate/encourage customers and help them resolve financial challenges and accomplish goals.
• Proficiency in Microsoft Teams and Microsoft Bookings

Pay TransparencyThrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $22.92 - $31.01 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status,genetic information, or any otherstatus protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call 800-847-4836 and request Human Resources.

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Originally posted on Himalayas