Financial Education Associate

The Financial Education Associate supports Compass's internal training systems, staff learning experiences, financial content infrastructure, and client-facing financial education efforts across the Programs department.

This role helps ensure financial coaches and other client-facing staff have access to organized, relevant, accurate, and trauma-informed learning resources that strengthen coaching quality and client support. The Associate plays a key role in coordinating trainings, maintaining learning tools and financial content, and delivering excellent logistics for client workshops and educational programs.

Reporting Structure:
The Associate reports to the Manager, Programs Learning and Development and collaborates closely with program staff across Compass programs.

• Demonstrated financial knowledge, including understanding of budgeting, credit, savings, and personal financial management concepts.
• Experience in documentation management and maintenance, including organizing, updating, and maintaining accurate program materials, participant records, reports, and compliance documentation.
• Proven ability in project coordination, with experience managing timelines, tracking deliverables, supporting program implementation, and collaborating with cross-functional teams or community partners.
• Strong public speaking and presentation skills, with the ability to deliver engaging financial education workshops, seminars, and training sessions to diverse audiences.
• Experience in content creation, including developing educational materials, presentations, handouts, digital resources, newsletters, and social media content related to financial literacy

• Support scheduling, logistics, and preparation for staff training, onboarding cohorts, and internal learning sessions.
• Assist with training communications, attendance tracking, and follow-up materials.
• Coordinate day‑of support for virtual and in‑person trainings.
• Provide day‑to‑day coordination support to the Programs Learning and Development team.
• Contribute to the development and improvement of onboarding and professional development resources for Programs staff.
• Help ensure learning materials are trauma‑informed, accessible, and aligned with Compass coaching practices.
• Gather feedback from staff and support continuous improvement of learning experiences.
• Support the Manager in analyzing feedback and identifying trends for improvement.
• Maintain Compass’s centralized training and coaching resource database, ensuring materials are organized and up to date.
• Support version control and documentation for curricula, tools, and learning content.
• Track learning participation and completion using internal systems.
• Assist with administrative coordination of certification pathways (e.g., AFC®, CFP®), including tracking progress and supporting coaches through the certification process.
• Support regular reviews and updates of financial coaching content to ensure accuracy and currency.

• Support coordination of client‑facing financial education workshops, including scheduling, materials preparation, and presenter logistics.
• Manage participant registration, send reminders, track attendance, and administer workshop evaluations.
• Assist with development and updating of workshop content and client knowledge resources.
• Help ensure educational materials are accessible and responsive to client needs, including multilingual resources when applicable.

• 1–3 years of relevant experience in program support, training coordination, education, or staff development.
• Strong preference for experience in financial coaching, counseling, or education.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Comfort using databases, learning platforms, and systems such as Salesforce or similar tools.
• Commitment to equity‑centered, culturally responsive, and trauma‑informed learning environments.
• Commitment to Compass’s mission and values, with an interest in financial…