Director, Financial Wellbeing

The Opportunity

As the leader of our financial wellbeing strategy, you’ll design and deliver programs that truly make a difference—creating engaging curriculum, forging meaningful partnerships, and inspiring others to take control of their financial future. You’ll measure success, mentor team members, and champion financial literacy across diverse audiences. If you’re passionate about helping people achieve financial confidence and want to lead initiatives that change lives, this is the opportunity for you.

Location – East Hartford

• Strategic Thinker:
  You think critically and plan ahead to design programs that align with organizational goals. You anticipate future needs, set clear priorities, and create actionable steps to achieve long-term success.
• Collaborative:
  You build strong relationships and work effectively with others. You actively seek input, share knowledge, and foster partnerships internally and externally to achieve common goals.
• An Effective Communicator:
  You convey ideas clearly and persuasively across diverse audiences. You listen actively, adapt your message to different stakeholders, and inspire confidence through your words and actions.

A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.

• Program Strategy & Development
• Design, implement, and oversee a comprehensive financial wellbeing program that aligns with the credit union's mission.
• Develop and manage a curriculum that is accessible and effective for diverse audiences, meeting individuals "where they are" on their financial journey.
• Community Partnership & Engagement
• Cultivate and maintain strong relationships with community organizations, schools, and non-profits to expand our outreach and deliver financial literacy content to new audiences.
• Act as a key ambassador for the credit union's commitment to financial wellbeing.
• Team Member Enablement
• Partner closely with the Talent and Training office to develop and deliver training programs that ensure our team members are equipped with the knowledge and skills to effectively deliver financial education and support to members and the community.
• Measurement & Reporting
• Establish key performance indicators (KPIs) and develop a robust system for tracking and analyzing program engagement, outcomes, and impact.
• Regularly report on the results of our educational efforts, including the effectiveness of content and overall program reach.
• Content Creation, Curation & Management
• Lead the creation, and/or curation, of engaging and relevant financial education materials, including workshops, seminars, digital content, and other resources that promote financial capability and product awareness.
• Leadership & Collaboration
• Lead and mentor team members delivering financial wellbeing training and experiences. Work collaboratively across departments, including marketing, product development, and member services, to ensure a cohesive approach to financial education.

This role requires Subject Matter Expertise and the ability to provide mentorship, guidance and training to other team members. While this level of expertise will generally be attained with a Bachelor’s Degree in a relevant field such as Business, Finance, Education, or Community Development plus five to seven years of previous experience in a financial literacy or community education role - including three years in a leadership role - priority will be place upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals.

At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you’re building new skills or exploring new paths, you’ll be supported every step of the way, because when you grow, we all rise together.

AEFCU is an Equal Opportunity Employer Veterans/Disabled