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Financial Readiness Manager
Wounded Warrior Project. Lead, coach, and develop a high-performing Financial Readiness team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial counseling and education, with strong leadership and coaching capabilities to develop high-performing teams. Proficient in managing complex cases and implementing scalable solutions while ensuring compliance and fostering a culture of service excellence.
Highest-signal resume keywords
Financial CounselingStaff ManagementLeadership SkillsData AnalysisASIST Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial EducationPersonal Financial ManagementPerformance MetricsWorkflow EvaluationOperational Barrier Removal
Soft Skills
Communication SkillsInterpersonal SkillsAnalytical AbilitiesDecision-MakingAdaptability
Tools & Technologies
SalesforcePlanning SoftwareScheduling Software
Certifications & Qualifications
Accredited Financial Counselor (AFC)Certified Financial Health Counselor (CFHC)ASIST Certification
Industry Keywords
Veteran SupportFinancial AssistanceChange ManagementService ExcellenceCompliance
About the role
Key responsibilities & impact- Lead, coach, and develop a high-performing Financial Readiness team
- Establish expectations, manage performance, and foster accountability, learning, and service excellence
- Evaluate workflows, remove operational barriers, and implement scalable solutions
- Oversee financial education, resource navigation, and distribution of financial assistance
- Use data, reporting, and performance metrics to monitor outcomes and inform decisions
- Manage complex, escalated, and urgent cases while mitigating risk
- Partner with mental health, benefits, and employment teams to coordinate holistic support
- Lead change management and adoption of new processes, tools, and strategies
- Maintain compliance with policies, program guidelines, and documentation standards
- Attend required training and meetings, including New Teammate Orientation, WWP Cares, ASIST Suicide Prevention training, Leadership training, culture/team-based training, and departmental huddles
- Perform other related duties as assigned
Requirements
What you’ll need- Five years of experience in financial counseling, financial education, or personal financial management services
- One year of direct staff management experience
- Bachelor’s degree in business, finance, financial management, or relevant field; equivalent combination of applicable education, training, certification, and experience may be considered in lieu of degree
- Ability to obtain ASIST Certification within 1 year of hire
- Up to 25% travel
- Strong leadership and coaching skills
- Ability to innovate, adapt, and lead through change in a fast-paced environment
- Understanding of veteran and family needs
- Excellent communication and interpersonal skills
- Strong analytical and decision-making abilities
- Ability to manage multiple priorities
- Commitment to integrity, mission alignment, and compassionate, high-quality service
- Preferred: Two years of experience working with military or veteran’s population
- Preferred: Two years of experience with Salesforce
- Preferred: Two years of experience using planning/scheduling software
- Preferred: Accredited Financial Counselor (AFC) or pursuing accreditation
- Preferred: Certified Financial Health Counselor (CFHC)
- Preferred: ASIST Certification
Benefits
Comp & perks- A flexible hybrid work schedule (three days in the office, two days’ work from home)
- Full medical, dental, and vision coverage for both teammates AND family members
- Competitive pay and performance incentives
- A fun, mission-focused, and collaborative team environment
- Medical/Prescription drug, Dental, Vision, Life/AD&D, Short-term Disability, Long-term Disability, and an Employee Assistance Program
- 401(k)-retirement plan
- Competitive PTO package
- Sick Leave
- Family Care Leave
- Paid Holidays
- Birthday Holiday
- Education Assistance
- Teammate Wellness Program
- Bereavement Leave