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Economic Mobility & Opportunity Manager

United Way of Pueblo County
4.1 out of 5
Pueblo, CO
$26.45 an hour - Full-time


Pueblo, CO

Pulled from the full job description

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance

Full job description

Economic Mobility & Opportunity Manager

FLSA Classification: Non-Exempt
Employment Status: Hourly, Full Time
Salary: $26.45/hr, plus benefits
Reports to: Vice President of Strategic Operations

About United Way of Pueblo County:

  • Vision:Be a catalyst for sustainable community-driven change to build a healthy future with empowerment for all.
  • Mission:To serve as a trusted community leader by leveraging resources in support of collaborative solutions.
  • Core Values: Collaboration: we believe we must work together to build a stronger future. Empowerment: we strengthen capacities in our communities so people can achieve a better future for themselves, their families, and our community. Equity: we help break the cycle of poverty and achieve a more equitable future for our communities.

Scope of Position: The Economic Mobility & Opportunity Manager will be responsible for ensuring the continuity and advancement of services related to United Way of Pueblo County’s Economic Mobility & Opportunity pillar of focus, including development of programs, products, tools, and resources that build United Way’s capacity in the areas of free tax filing, financial education/coaching, and banking access. This role includes leading, supervising, and overseeing day- to-day operations of the Financial Empowerment Center (FEC) in partnership with the City of Pueblo and oversight and supervision of Bank On Pueblo County and the Volunteer Income Tax Assistance (VITA) program staff.

The ideal candidate would be a demonstrated leader who is dynamic, resourceful, and committed with strong interpersonal skills and a passion for helping others and making a difference. This candidate is ready to lead a team of financial empowerment staff including coaches and program team members. This candidate is committed to building a culture of shared success and support to accomplish client goals and working towards population-level change in the area of economic mobility and opportunity. A background in banking or finance is not required, training and a path to financial counseling certification will be provided. Multilingual skills are a plus.

United Way of Pueblo County Economic Mobility & Opportunity Pillar

  • Financial Empowerment Center (FEC)
  • The FEC program aims to improve the financial health of households by providing free, high-quality, one-on-one financial education and coaching. Professionally trained coaches support clients in navigating financial challenges, helping them identify future ambitions. FEC clients receive assistance with money management, budgeting, reducing debt, establishing and improving credit, connecting to safe and affordable banking services, building savings, and referrals to other services. Visit the Cities for Financial Empowerment Fund’s (CFE Fund) FEC webpage at to learn more about the national movement.
  • Bank On Pueblo County
  • The Bank On Program is a national initiative of cities across the country that have formed coalitions to expand banking access efforts; to date, at least 3 million people have opened Bank On National Account Standards certified bank accounts. Visit for more about the national Bank On movement.
  • Volunteer Income Tax Assistance (VITA) Program
  • The VITA Program provides free tax preparation and filing for low to moderate income individuals and families. VITA is a program of the IRS, developed more than 50 years ago as a means for income taxpayers to have their tax forms prepared free of charge. The goal of the program is to move people towards greater economic self-sufficiency and away from safety net services that are used during crisis situations. In addition to providing free tax prep, VITA works to ensure everyone in the community receives all of the tax credits and deductions that they are eligible for.

Essential Job Functions:

Economic Mobility & Opportunity Pillar

  • Identify and cultivate opportunities to incorporate the functions of the Economic Mobility & Opportunity pillar in the community.
  • Promotes the Economic Mobility & Opportunity pillar throughout the community, including radio, television, and print in coordination with the Director of Communications and Engagement.
  • Meet with and report regularly to United Way of Pueblo County’s internal project management team.
  • Collect, aggregate, and prepare programming reports with the assistance of program staff.
  • Assist in the development and implementation of a sustainability plan for the individual Economic Mobility &
  • Opportunity pillar programs.
  • Communicate with internal and external stakeholders.

Content Expertise and Marketing/Media

  • Serve as a resource to the community around financial empowerment issues and the benefits of one-on-one financial coaching, improving banking access, and free tax preparation.
  • Remain current with financial empowerment data and strategies.
  • Manage internal and external relationships to ensure awareness about and accessibility to United Way of Pueblo
  • County Economic Mobility & Opportunity services.
  • Support the marketing, outreach, and strategic referrals of clients to Economic Mobility & Opportunity services.

Financial Empowerment Center (FEC)
FEC Administrative Support

  • Hire and supervise the FEC coaches based on CFE Fund-approved training standards.
  • Train all FEC employees and referral partners on the FEC model.
  • Oversee organization’s implementation of client management and database system. o Ensure that data collected within the client management and database system is complete and accurate.
  • Ensure that FECs are compliant with program protocols, outcomes, and other requirements.
  • Meet with and report regularly to United Way of Pueblo County’s internal project management team.

FEC Program Oversight and Delivery

  • Establish and maintain relationships with community partners hosting coaches, referral partners, and other outreach and community efforts.
  • Work with partners to problem-solve operational issues, including programmatic integration with host sites and referral relationships with local government agencies and community programs.
  • Provides one-on-one financial coaching, as needed. o Builds rapport with clients to cultivate trust and engagement in coaching sessions to successfully assess client needs and develop individual financial action plans. o Communicates with third parties including collection agencies, lawyers, and lenders on behalf of clients to verify or resolve billing or collection errors, disputes, and negotiations. o Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation, banking access) into coaching to achieve greater results. o Engage in ongoing follow-up with clients to increase client retention.
  • Collect, track, and report required data using client management database.
  • Follow required protocol and program requirements.

FEC Local Government Relationship

  • Participate in regular meetings and collaborate with local government and FEC advisory and partner groups.

Volunteer Income Tax Assistance (VITA)

VITA Administrative Support

  • Supervise VITA Program staff.
  • Ensure all required IRS and tax preparation training of VITA staff is up to date.
  • Ensure that VITA sites are compliant with IRS protocols and requirements.

VITA Program Oversight and Delivery

  • Establish and maintain relationships with community partners hosting VITA sites and other outreach and community efforts.
  • Work with partners to problem-solve operational issues, including programmatic integration with host sites.

Bank On Pueblo County

Bank On Administrative Support

  • Supervise Bank On Pueblo County Program staff.

Travel and Training

  • Complete and pass initial Certified Financial Coach training and ongoing professional development.
  • Local travel to meet with partners, attend co-locations, and host sites.
  • Regional and national travel for professional development, shadowing, and conference attendance.

Other Duties

  • Other activities as necessary in support of United Way of Pueblo County including assistance with events.


  • Bachelor’s degree with 3-5 years of experience in related field; or combination of education and experience.


  • Must pass CBI/background check.
  • Complete all training, exam, and certification requirements.
  • Must have dependable transportation, valid driver’s license, and proof insurance.
  • Must be available to work some evenings and weekends, based on clientele’s needs.
  • Must be able to complete all physical requirements of the job with or without reasonable accommodation.
  • Excellent written, interpersonal, and presentation skills.
  • Proficient computer skills in Microsoft Office- Word, Excel, and Outlook, data tracking, and scheduling systems.

Preferred Skills and Experience

  • Ideally bilingual, speaking English and Spanish.
  • Dynamic, committed individual with strong interpersonal skills and a passion for supporting people with low-
  • /moderate- and all-income levels to build greater financial stability.
  • Experience in social work, financial education/planning, asset building, or related fields.
  • Knowledgeable about credit, debt, money management, savings and safe financial products and services.
  • Strong skills in strategic planning, program development, negotiations, and written communications.
  • Strategic thinking, with thoughtful, thorough, and detailed follow through.
  • Systems development and tracking.
  • Comfortable with taking initiative; effective, collaborative worker; able to retain focus while multi-tasking.
  • Attention to detail and production of quality work, along with ability to work quickly and under pressure.
  • Experience with large datasets and data management and ability to collect local data and stories of impact.
  • Represent United Way of Pueblo County and the Economic Mobility & Opportunity pillar professionally and expertly and promote United Way’s vision and mission in the community.

Work Environment

  • The job is typically performed indoors in a traditional office setting. Activities include extended periods of sitting while working at a computer and occasional fast-paced operations and events.

Physical Requirements

  • Ability to use computers and look at monitors for 8+ hours per day.
  • Ability to stoop, kneel, reach, and bend at the waist.
  • Ability to sit or stand for up to 10 hours per day.
  • Ability to use hands and fingers and have good manual dexterity for the use of common office equipment such as computer terminals and copiers/printers.
  • Ability to hear, see and speak within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.
  • Exertion of up to 10 lbs. of force occasionally may be required.

EEO Statement
United Way of Pueblo County provides equal opportunities to all applicants for employment without regard to race, color, religion, creed, sex, national origin, ancestry, age, status as an officer or enlisted members of the military forces, veteran status, disability, genetic information, sexual orientation, transgender status, marriage to a co-worker, hairstyle historically associated with race, or any other protected characteristic applicable under federal, state, and local laws.

At-Will Employment
All employment with United Way of Pueblo County is voluntary and is subject to termination by you or United Way of
Pueblo County at-will, with or without cause, and with or without notice, at any time. There is no guarantee, in any manner, United Way of Pueblo County will continue your employment for any set period.

Additional Details
All positions at United Way of Pueblo County are contingent on continued funding sources.

Please note that this job description is not a comprehensive list of activities, duties and responsibilities that are required of this position. Duties, responsibilities, and activities may change at any time with or without notice with direction from
United Way of Pueblo County.

Employee signature below constitutes employee’s understanding of the requirements, essential function, and duties of the position.

Employee Printed Name Employee Signature Date

Supervisor Printed Name Supervisor Signature Date

President/CEO Printed Name President/CEO Signature Date

Economic Mobility & Opportunity Manager - 4

Job Type: Full-time

Pay: $26.45 per hour

Expected hours: 40 per week


  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance


  • 8 hour shift
  • Day shift


  • High school or equivalent (Preferred)


  • Spanish (Preferred)

Ability to Commute:

  • Pueblo, CO (Required)

Work Location: In person