Director, Business Applications & Integration

Organization Overview

At the National Endowment for Financial Education (NEFE), we champion effective financial education. We are the independent, centralizing voice providing leadership, research, and collaboration to advance financial well‑being. We do this by mobilizing and inspiring educators, researchers, and advocates nationwide to maximize the impact of financial education. We work hard to remove barriers, amplify outcomes, and elevate effective models through leadership, research, and collaboration.

We believe this is important because everyone deserves the opportunity to live their best financial life and that equitable and effective financial education makes it easier for everyone to navigate the financial system, creating a more just society.

The Director, Business Applications & Integration leads and executes the phased modernization, integration, and optimization of the organization’s core business systems over a multi‑year roadmap aligned with strategic priorities and organizational capacity.

As a nationally recognized organization operating with a focused team, we maintain a sophisticated business application environment while valuing agility and cross‑functional collaboration. This role serves as the organization’s senior technical lead for business applications and integrations.

The Director designs, builds, configures, and integrates core business platforms in‑house, ensuring systems are scalable, secure, well‑governed, and aligned with operational needs. This is a highly technical individual contributor role combining application architecture ownership with hands‑on system build and integration responsibilities. The Director strengthens internal systems’ capability, supports responsible adoption of emerging technologies, and reduces long‑term reliance on external consultants while maintaining operational stability.

The Director partners closely with the Senior Manager of Technology to ensure alignment between business applications and infrastructure, identity, and security standards.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, or ability required.

• Lead and execute the phased modernization and integration of core business applications over a multi‑year roadmap
• Design, configure, and optimize business platforms to support operational effectiveness and long‑term scalability
• Design and personally implement integrations across systems using APIs, automation tools, middleware, and structured data synchronization methods
• Build and refine organization‑wide content and collaboration environments, including information architecture, metadata frameworks, permission structures, and document lifecycle governance
• Design and implement secure digital platforms that support public engagement and internal operations, ensuring accessibility, performance, and integration with internal systems
• Lead hands‑on system implementations, including configuration, customization, data migration, testing, and deployment
• Design and implement system‑based KPI capture and reporting pipelines that reduce manual data entry and improve internal business intelligence capabilities
• Develop and maintain cross‑system data models, integration documentation, and governance standards to ensure long‑term sustainability
• Evaluate, integrate, or rationalize third‑party systems and data sources to improve cohesion and reduce fragmentation
• Troubleshoot and resolve complex system‑level issues, including integration failures, workflow breakdowns, and data inconsistencies
• Translate technical architecture decisions, system trade‑offs, and integration impacts into clear recommendations and practical guidance for executive leadership and non‑technical stakeholders
• Collaborate with the Senior Manager of Technology and external service providers to ensure application‑layer changes align with infrastructure, identity, and security requirements
• Lead technical aspects of system transitions to ensure stable and effective rollouts
• Build strong cross‑functional relationships to…