Manager, Financial Coach
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections have content. We have: - About Per Scholas: description of organization. Could be "About the role"? Actually "About the role" would be description of the position purpose. There's a "Position Purpose" section. So we can use "About the role" for Position Purpose. - Responsibilities: there is "Key Responsibilities" with subpoints. - Requirements: there is "Position Requirements" with Education & Experience. - Qualifications: there is "Preferred Qualifications" and also "Skills & Competencies". Could split: Skills section for technical competencies, Qualifications for preferred qualifications. - Benefits: there is "Benefits & Perks". - Pay: there is salary range: "$60,000- $70,000/year". Also note "LI# Remote". So we have Pay. - Schedule: there is "Employment Type: Full-time / Hybrid (Remote with periodic onsite work required)" and "Onsite Presence: Hybrid schedule." So we have Schedule. We need to omit boilerplate: cookie/navigation/legal/EEO etc. Remove "QUESTIONS?" etc. Also remove "Equal Employment Opportunity", "PII Policies", "Non-Discrimination Policy". Also remove "Per Scholas preferred hires reside within the following states: ..."? That's metadata about location; could be folded into short p or dropped. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. So we can include location restriction in a short paragraph maybe under About the role or separate? Probably we can include a short p after the heading? But they said only include a section when posting has real, specific content for it. The location restriction is minor metadata; we could drop it. Safer to drop. We also need to preserve all substantive information; do not invent or summarize away detail. So we need to include all responsibilities, requirements, qualifications, skills, benefits, pay, schedule. We must not repeat the job title as a heading (the page already shows it). So no heading for job title. We must not put Job ID/requisition numbers as headings. We must output only HTML fragment, no /, no markdown fences. Thus produce something like:
About the role
Position PurposeFinancial Coaches support Per Scholas Learners and Alumni on their journey toward financial stability and long-term wealth building. This role combines one-on-one financial counseling, group education, and resource navigation to help Learners overcome barriers during training, successfully transition into employment, and achieve their personal financial goals.
But we need to preserve the content exactly; we can keep paragraphs. Better to split intofor prose. Responsibilities: we have list under Key Responsibilities with bullet points. Use
- .
We need to capture each bullet.
Let's extract responsibilities:
Direct Coaching & Counseling
- Provide one-on-one Financial Coaching to Learners and Alumni, focusing on financial goal-setting, behavior change, and long-term financial wellness.
- Help Learners effectively manage credit, debt, personal banking, and daily money management.
- Support learners in developing personalized financial action plans, including budgets, savings goals, credit repair strategies, and debt repayment plans.
Group Workshops & Educational Curriculum
- Content Development: Develop, facilitate, and implement engaging Financial Coaching content and workshops on core financial topics.
- Resource Management: Create and maintain dynamic national and local tools, including articles, tip sheets, and instructional worksheets.
Resource Navigation & Emergency Support
- Community Partnerships: Build and maintain strong relationships with community organizations and government agencies to provide credible referrals for complex financial matters (e.g., bankruptcy, small business startups, foreclosure prevention).
- Direct Support Fund Management: Inform, screen, track, and monitor Learner access to available direct support funds.
Data Management & Reporting
- Document all coaching sessions, Learner/Alumni goals, and case metrics accurately in Salesforce.
- Track and report both quantitative and qualitative outcomes related to financial capability (e.g., budget adoption, savings growth, credit score improvement).
- Support overall program evaluation efforts by collecting and sharing success stories and Learner/Alumni feedback.
Program Development & Collaboration
- Team Collaboration: Participate in regular conferencing with the Financial Coaching team, Learner Support Team, and broader Per Scholas staff to ensure integrated support and targeted client interventions.
- Contribute to innovation projects and alumni engagement initiatives that promote continued financial growth and enhance wellness programming.
- Professional Development: Maintain relevant Financial Coaching accreditations and stay updated on the latest developments, local policies, and trends in the financial education field.
We need to preserve these exactly.
Requirements: Education & Experience
Education: Bachelor’s degree required.
Experience: 2–4 years of relevant professional experience.
Certifications: Active Financial Coaching certification or license required (e.g., AFC® or equivalent).
We can put under Requirements heading.
Qualifications: Preferred Qualifications
Experience in organizational training and development or learning and development (L&D).
Experience collaborating with and coaching adult learners (18+).
Knowledge of workforce development systems.
Also Personal Attributes maybe under Qualifications? Could be separate but we can include under Qualifications.
Skills & Competencies: Technical Proficiency, Communication, Mission Alignment.
We can put under Skills.
Benefits: we have a long list. Need to preserve all details.
We need to output as
- for list items. For benefits, there are categories with subpoints. We'll need to flatten? Probably each benefit item as
- . Could keep headings inside
- ? But we should not create extra headings inside benefits section unless they are part of content. The instruction: Use
- for any list of duties/requirements/benefits. So we can treat each benefit as a list item, possibly with internal formatting like bold? But we cannot use markdown; we can use HTML tags like inside
- . That's okay. We need to preserve all substantive information; we can include the benefit details as text inside
- . Pay: salary range $60,000- $70,000/year. Also note "LI# Remote". That's minor metadata; we can drop or include in short p. Probably we can include a short p under Pay: "Salary range: $60,000–$70,000 per year." Also note remote/hybrid? Actually schedule covers that. Schedule: Employment Type: Full-time / Hybrid (Remote with periodic onsite work required). Also Onsite Presence: Hybrid schedule. Physical Demands: No specific physical lifting or heavy labor required. Travel: No travel required. We can put schedule details in
- or
. Since schedule is not a list but we can still use
. The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So schedule can be
. Now produce HTML. We must not include any extra sections like "About Per Scholas" as heading; we used About the role for Position Purpose. Should we also include a brief about Per Scholas? The instruction: "Prefer a few substantive sections over many thin ones." The About Per Scholas is organization description; maybe we can incorporate into About the role? But the About the role heading is for position purpose; we could add a short paragraph about Per Scholas as part of About the role? The instruction says use headings e.g. About the role, Responsibilities, etc. It doesn't forbid adding extra content under About the role beyond position purpose. So we can include the Per Scholas description as part of About the role. Thus About the role section will have two paragraphs: first about Per Scholas mission, second about position purpose. Let's craft. Now produce HTML. Be careful to escape any special characters like &, but we can keep as is. We'll output:
About the role
For 30 years, Per Scholas has been on a mission to drive mobility and opportunity in the ever-advancing technology landscape by unlocking the untapped potential of individuals, uplifting communities, and meeting the needs of employers through rigorous tech training. By teaming up with dynamic employer partners, ranging from Fortune 500 companies to innovative startups, we're forging inclusive tech talent pipelines, fulfilling an ever-increasing need for skilled talent. With national remote training and campuses in 20+ cities and counting, Per Scholas offers no-cost training programs in the most sought-after tech skills, spanning Cloud, Cybersecurity, Data Engineering, IT Support, Software Engineering, and more. To date, 30,000+ individuals have been trained through Per Scholas, propelling their professional trajectories into high-growth tech careers with salaries three times higher than their pre-training earnings. Learn more by visiting PerScholas.org and follow us on LinkedIn, X, Facebook, Instagram, and YouTube.
Position PurposeFinancial Coaches support Per Scholas Learners and Alumni on their journey toward financial stability and long-term wealth building. This role combines one-on-one financial counseling, group education, and resource navigation to help Learners overcome barriers during training, successfully transition into employment, and achieve their personal financial goals.
Then Responsibilities. We'll need to keep the bullet points exactly as in text. Let's craft- for each bullet. For subheadings like "Direct Coaching & Counseling" we could make them as
- Direct Coaching & Counseling: ... but the instruction says use
- for any list. It doesn't forbid adding emphasis inside. We'll keep the heading as part of the
- text.
Thus:
Responsibilities
- Direct Coaching & Counseling
- Provide one-on-one Financial Coaching to Learners and Alumni, focusing on financial goal-setting, behavior change, and long-term financial wellness.
- Help Learners effectively manage credit, debt, personal banking, and daily money management.
- Support learners in developing personalized financial action plans, including budgets, savings goals, credit repair strategies, and debt repayment plans.
- Group Workshops & Educational Curriculum
- Content Development: Develop, facilitate, and implement engaging Financial Coaching content and workshops on core financial topics.
- Resource Management: Create and maintain dynamic national and local tools, including articles, tip sheets, and instructional worksheets.
- Resource Navigation & Emergency Support
- Community Partnerships: Build and maintain strong relationships with community organizations and government agencies to provide credible referrals for complex financial matters (e.g., bankruptcy, small business startups, foreclosure prevention).
- Direct Support Fund Management: Inform, screen, track, and monitor Learner access to available direct support funds.
- Data Management & Reporting
- Document all coaching sessions, Learner/Alumni goals, and case metrics accurately in Salesforce.
- Track and report both quantitative and qualitative outcomes related to financial capability (e.g., budget adoption, savings growth, credit score improvement).
- Support overall program evaluation efforts by collecting and sharing success stories and Learner/Alumni feedback.
- Program Development & Collaboration
- Team Collaboration: Participate in regular conferencing with the Financial Coaching team, Learner Support Team, and broader Per Sch
- Direct Coaching & Counseling
- for any list of duties/requirements/benefits, and
- for any list of duties/requirements/benefits. So we can treat each benefit as a list item, possibly with internal formatting like bold? But we cannot use markdown; we can use HTML tags like inside