Talent.com
AVP Financial Coaching & Outcomes

AVP Financial Coaching & Outcomes

Metro Credit UnionChelsea, MA, United States
1 day ago
Job type
  • Full-time
Job description

Company Overview :

Established in 1926, Metro has grown to be the largest state-chartered Credit Union in Massachusetts with 19 branches, 220,000 Members and $3.4B in assets. Our focus has always been helping local people, businesses and non-profit organizations reach their goals. Our perspective is unique because it is local and hyper-focused on the specific needs of our local communities. We are a high performing, financially sound, not-for-profit, financial cooperative, owned by and operated for our members. Our commitment is to provide quality banking solutions that support the economic vitality of the individuals and businesses within the markets we serve. This commitment strengthens local communities, creating a positive impact on people's lives.

Position Summary :

The AVP Financial Coaching and Outcomes will lead the implementation, monitoring and continuous improvement of Metro's financial coaching program - the credit union's flagship strategic initiative to deliver personalized, outcomes-driven financial guidance to members. This role is responsible for aligning people, processes, and technology to deliver consistent, empathetic, and measurable coaching experience across all member touchpoints, resulting in measurable and attributable business growth. The ideal individual is a strategic operator, skilled coach, and systems thinker who can translate vision into action and impact.

What You'll Do : Program Execution

  • Own the end-to-end execution of the financial coaching program, ensuring alignment with company-wide strategy and related business growth outcomes.
  • Maintain the internal coaching playbook, including structured programming, tools, and process materials.
  • Lead phased implementation across cohorts, channels, and departments, in line with the roadmap.
  • Partner with Digital, Deposits, Lending / Collections, Marketing, Business Development, Operations, etc to embed coaching processes and tools into member journeys and touchpoints.

People & Culture

  • Support cohorts of certified financial coaches across the organization. Review intake sheets for quality, provide appropriate feedback to coaches and leaders to shape program outcomes.
  • Participate as a key stakeholder in the selection process for new financial coaches in all member-facing business units, assessing skills and competencies for success.
  • Collaborate with Learning & Development to deliver empathy and empowerment education to all staff. Similarly, collaborate with L&D to deliver financial coaching certification to selected staff.
  • Foster and model a strong coaching culture that centers member dignity, trust, and progress demonstrated by measured business outcomes.
  • Measurement & Impact

  • Track and report on improvements in key indicators such as credit scores, emergency savings, and debt-to-income ratios because of coaching interventions. Create and implement action plans to improve KPIs.
  • Partner with SI to quantify the impact of coaching on member growth, product-per-member ratios, and other leading indicators of business growth. Co-develop and manage the Financial Wellbeing Index in partnership with data strategy teams and stakeholders.
  • Use data (internal and external / industry findings) to iterate the program and demonstrate ROI to internal and external stakeholders
  • What You'll Bring :

    Supervisory Responsibilities

  • While this leader does not initially have any direct reports, this individual is responsible for building significant internal partnerships across business lines and has authority to direct change relating to the coaching program and the cohort of
  • employees providing personalized coaching.

    Education and Experience

  • 5-7 years of experience in financial coaching, member experience, or related fields.
  • Bachelor's degree is preferred, in areas such as business, marketing, finance, psychology, or related fields.
  • Skills / Knowledge / Certifications

  • Proven success in building relationships through personalized coaching or advisory programs.
  • Strong understanding of financial health, equity, and inclusion principles.
  • Expert at leading cross-functional initiatives and managing change.
  • Empathetic communicator with a bias towards action and accountability.
  • Familiarity with digital tools, CRM systems, and data-driven program design.
  • Ideal Candidate Attributes :

  • Passionate about helping people take the next step in their financial lives.
  • Skilled at translating strategy into systems, tools, and behaviors.
  • Comfortable navigating ambiguity and building new programs from the ground up.
  • Committed to equity, inclusion, and member-centered design.
  • Work Environment

  • General office environment
  • Frequent on-the-road travel to various community sites
  • Hybrid Policy Eligibility

  • Minimum Days In Office per Week : 3 Days (Tuesday and Wednesday, plus one other day per week TBD)
  • Minimum Days In Office to Onboard : 14 Days
  • 4x10 Eligible : Yes
  • What We Offer :

    Comprehensive Benefits

  • Health, Dental, and Vision coverage for employees working minimum of 20 hours / week; Metro provides assistance toward premiums and copays
  • Sales Incentives; annual retention bonus vesting program
  • Four weeks paid vacation; 11 paid holidays
  • 401(k) with matching plan & safe harbor plan - allowing every employee to save for retirement. Metro contributes 3% regardless of employee's contribution
  • Wellness Incentives; Employee Assistance Program; Flexible Spending Account; Health Savings Account; Prescription Drug program and range of voluntary benefits (LTD, STD, AD&D); access to no-interest loans; $150 / Quarter reimbursements for wellness and lifestyle expenses
  • Discounts on Pet Insurance
  • Strong growth opportunities with development plans and position-related or job-related tuition assistance to help you attain your long-term career goals
  • Growing, dynamic environment - no day is ever the same and join an exceptional team of co-workers
  • Exceptional training program (classroom, on-the-job, and mentoring)
  • Stable and growing organization
  • Compensation Disclosure :

    $108,885 to $147,315

    The salary range listed gives a general idea of what we expect to offer. We consider your experience, unique strengths, and the impact you're likely to make in the role. On top of that, we offer a competitive benefits package and other perks that round out the total compensation.

    Established in 1926, Metro has grown to be the largest state-chartered Credit Union in Massachusetts with 19 branches, 220,000 Members and $3.4B in assets. Our focus has always been helping local people, businesses and non-profit organizations reach their goals. Our perspective is unique because it is local and hyper-focused on the specific needs of our local communities. We are a high performing, financially sound, not-for-profit, financial cooperative, owned by and operated for our Members. Our commitment is to provide quality banking solutions that support the economic vitality of the individuals and businesses within the markets we serve. This commitment strengthens local communities, creating a positive impact on people's lives.

    Create a job alert for this search

    Financial • Chelsea, MA, United States

    Related jobs
    • Promoted
    Occupational Therapist

    Occupational Therapist

    Encompass Health Rehabilitation Hospital of BraintreeCohasset, MA, US
    Full-time +1
    Occupational Therapist Career Opportunity.Your Calling, Close to Home and Heart.Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe ...Show moreLast updated: 4 days ago
    • Promoted
    Travel Occupational Therapist (OT) - $2,070 per week in Brockton, MA

    Travel Occupational Therapist (OT) - $2,070 per week in Brockton, MA

    AlliedTravelCareersBrockton, MA, US
    Full-time
    AlliedTravelCareers is working with Core Medical Group to find a qualified Occupational Therapist (OT) in Brockton, Massachusetts, 02301!. Client in Massachusetts seeking Occupational Therapist : Hom...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationMethuen, Massachusetts
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 21 days ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationNashua, New Hampshire
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 21 days ago
    • Promoted
    Travel Occupational Therapist (OT) - $48 to $53 per hour in Danvers, MA

    Travel Occupational Therapist (OT) - $48 to $53 per hour in Danvers, MA

    AlliedTravelCareersDanvers, MA, US
    Full-time
    AlliedTravelCareers is working with Patterns LLC to find a qualified Occupational Therapist (OT) in Danvers, Massachusetts, 01923!. MAKE SURE PRESCREEN IS FILLED OUT AND ATTACHED UPON SUBMITTING CAN...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Physical Therapist - Travel Contract

    Physical Therapist - Travel Contract

    Jackson Therapy PartnersMiddleborough, MA, US
    Full-time +1
    Looking for a change of scenery and a chance to help others? Join Jackson Therapy Partners as a traveling Physical Therapist where you’ll help patients recover from injuries and manage chronic cond...Show moreLast updated: less than 1 hour ago
    • Promoted
    Travel Physical Therapist (PT) - $1,982 to $2,182 per week in Raynham, MA

    Travel Physical Therapist (PT) - $1,982 to $2,182 per week in Raynham, MA

    AlliedTravelCareersRaynham, MA, US
    Full-time
    AlliedTravelCareers is working with Ventura MedStaff to find a qualified Physical Therapist (PT) in Raynham, Massachusetts, 02767!. Are you ready to take your Travel career to the next level? See p...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Occupational Therapist

    Travel Occupational Therapist

    Medical Solutions AlliedPlymouth, MA, US
    Full-time
    Medical Solutions Allied is seeking a travel Occupational Therapist for a travel job in Plymouth, Massachusetts.Job Description & Requirements. We’re seeking talented healthcare profession...Show moreLast updated: 5 days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,340 per week in Scituate, MA

    Travel Physical Therapist (PT) - $2,340 per week in Scituate, MA

    AlliedTravelCareersScituate, MA, US
    Full-time
    AlliedTravelCareers is working with Core Medical Group to find a qualified Physical Therapist (PT) in Scituate, Massachusetts, 02066!. Client in MA seeking Physical Therapist : LTC / SNF.We are looking...Show moreLast updated: 4 days ago
    • Promoted
    Travel Physical Therapist (PT) - $45 to $50 per hour in Brockton, MA

    Travel Physical Therapist (PT) - $45 to $50 per hour in Brockton, MA

    AlliedTravelCareersBrockton, MA, US
    Full-time
    AlliedTravelCareers is working with Patterns LLC to find a qualified Physical Therapist (PT) in Brockton, Massachusetts, 02301!. MAKE SURE PRESCREEN IS FILLED OUT AND ATTACHED UPON SUBMITTING CANDID...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,040 to $2,240 per week in Marshfield, MA

    Travel Physical Therapist (PT) - $2,040 to $2,240 per week in Marshfield, MA

    AlliedTravelCareersMarshfield, MA, US
    Full-time +1
    AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Physical Therapist (PT) in Marshfield, Massachusetts, 02050!. Looking for a change of scenery and a chance to help ot...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,606 to $1,806 per week in Middleboro, MA

    Travel Physical Therapist (PT) - $1,606 to $1,806 per week in Middleboro, MA

    AlliedTravelCareersMiddleboro, MA, US
    Full-time
    AlliedTravelCareers is working with Ventura MedStaff to find a qualified Physical Therapist (PT) in Middleboro, Massachusetts, 02346!. Are you ready to take your Travel career to the next level? Se...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Medical Solutions AlliedRockland, MA, US
    Full-time
    Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Rockland, Massachusetts.Job Description & Requirements. We’re seeking talented healthcare professionals ...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Occupational Therapist (OT) - $1,689 to $1,789 per week in Peabody, MA

    Travel Occupational Therapist (OT) - $1,689 to $1,789 per week in Peabody, MA

    AlliedTravelCareersPeabody, MA, US
    Full-time +1
    AlliedTravelCareers is working with Converdia Health Staffing to find a qualified Occupational Therapist (OT) in Peabody, Massachusetts, 01960!. ConVerdia Health Staffing- Staffing temporary and per...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Occupational Therapist - Travel Contract

    Occupational Therapist - Travel Contract

    Jackson Therapy PartnersNewton, MA, US
    Full-time +1
    Make a meaningful difference as a travel OT with Jackson Therapy Partners! We’re seeking a dedicated and compassionate Occupational Therapist to help patients with injuries, illnesses, or disabilit...Show moreLast updated: less than 1 hour ago
    • Promoted
    Travel Physical Therapist (PT) - $49 to $54 per hour in Rockland, MA

    Travel Physical Therapist (PT) - $49 to $54 per hour in Rockland, MA

    AlliedTravelCareersRockland, MA, US
    Full-time
    AlliedTravelCareers is working with Patterns LLC to find a qualified Physical Therapist (PT) in Rockland, Massachusetts, 02370!. MAKE SURE PRESCREEN IS FILLED OUT AND ATTACHED UPON SUBMITTING CANDID...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Occupational Therapist (OT) - $2,162 per week in Plymouth, MA

    Travel Occupational Therapist (OT) - $2,162 per week in Plymouth, MA

    AlliedTravelCareersPlymouth, MA, US
    Full-time
    AlliedTravelCareers is working with Skyline Med Staff to find a qualified Occupational Therapist (OT) in Plymouth, Massachusetts, 02360!. As a traveler with Skyline Med Staff, you'll have a dedicate...Show moreLast updated: 9 days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Duxbury, MA

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Duxbury, MA

    AlliedTravelCareersDuxbury, MA, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Duxbury, Massachusetts, 02331!. CompHealth services are always free to you.Let us do the heavy lifting a...Show moreLast updated: 5 days ago