Manager Financial Planning

Campus OSU-Stillwater Contact Name & Email Susan Dale, susan.dale@okstate.edu Work Schedule Monday through Friday, 8 : 00am-5 : 00pm with occasional evenings and weekends. Appointment Length Regular Continuous / Until Further Notice Hiring Range $50,000 - $70,000 Priority Application Date While applications will be accepted until a successful candidate has been hired, interested parties are encouraged to submit their materials by 10-01-2025 to ensure full consideration. Special Instructions to Applicants For full consideration, please include a resume, cover letter and contact information for three professional references. About this Position Supervises assigned Financial Planning Coach staff, managing and training. Assists with other Financial Planning Coach staff as requested. Assist the Associate Director with scheduling and other duties as assigned. Assist the Associate Director in creating and maintaining policies and procedures. Through in-person contact, telephone, and email communication, provide information to prospective and continuing students regarding applying for financial assistance and the availability of federal, state and institutional aid. Provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons. Understand the student need / financial burden and leverage financial resources and opportunities in Enrollment Management and across campus. Work directly with other Scholarships and Financial Aid staff to address the immediate monetary needs of students via intervention activities, education, and financial counseling. Counsel students and families regarding missed opportunities for financial aid, loans, scholarships, work-study, part-time jobs, etc. Use professional judgment in determining student circumstances that warrant intervention and assistance. Support OSU’s recruitment and retention mission through presentation of information and student communications. Seek out students at risk for attrition by electronic, text, written, verbal, and in person means and follow up with all contacts to encourage students to engage in successful college behaviors. Facilitate student outreach with current / new strategies through FPC and campus offices, academic colleges, and campus student support offices. Work with Undergraduate Admissions counselors to ensure prospective students have accurate financial and scholarship information. Act as a financial liaison for assigned college or other campus offices outside the Enrollment Management division so that the university community is educated regarding financial planning coach programs, policies and procedures. Required Qualifications Bachelor's Sociology, Counseling, Psychology, Education or degree as determined by the department. (degree must be conferred on or before agreed upon start date) Three years of experience in a comparable position. Skills, Proficiencies, and / or Knowledge : Strong interpersonal skills and excellent listening, verbal, and written communication skills. Ability to identify issues, investigate possible reasons / solutions, evaluate possible outcomes, and develop the most efficient and effective plan of action for each individual situation. Sensitivity to the emotional nature of discussions related to finances, and the ability to balance requirements of federal, state, and institutional programs with concepts of customer service. Because of the nature of the information available to this staff member, the employee must be able to incorporate the need for confidentiality of information into every aspect of the job. Ability to work effectively with students and others who become angry or upset. Must display a consistent attitude of customer service. Preferred Qualifications Master's Sociology, Counseling, Psychology, Education or degree as determined by the department. Master's Degree (or equivalent certifications) Five years of experience in a comparable position. Three years of customer service experience working with students in a collegiate setting. Experience working with the financial aid process or experience in personal finance. Experience working in an online computer environment or with personal computer applications. Experience with student retention strategies, programming, and outcomes. Administrative experience that could include budgetary authority or similar levels of responsibility with unit programs and / or student groups; supervisory experience to include interviewing, training, and development, etc. of employees and / or student leaders; and / or coordination of special projects. Direct supervisory experience with students or staff. Completion of Professional / Talent development in the area(s) of leadership, supervisory responsibilities, and team building.