Location

• Elevations Credit Union- Broomfield Basecamp
• Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.

Summary/Objective

The Business Development Program Manager oversees enterprise-wide financial wellness strategy, implementing targeted financial literacy programs for SEGs, members, and students, and reporting on program performance to support member acquisition, retention, and growth goals.
Essential Functions

• Develop, maintain, and execute an organizational-wide financial wellness strategy that is aligned with organizational growth goals. Ensure consistent financial wellness messaging across branches, marketing, digital channels, and community outreach. Identify annual priorities for Select Employer Groups (SEGs) across multiple regions, youth, students, and underserved populations. Serve as internal subject matter expert on financial wellness best practices and trends.
• Design, adapt, and maintain financial literacy curricula covering budgeting, credit building, debt management, savings, and long-term planning. Customize content for diverse audiences including students, employees, workplace partners, and member segments.
• Partner with retail, lending, and marketing teams to align financial wellness efforts with member acquisition, onboarding, and reboarding strategies. Support growth goals by driving product awareness through education-based engagement. Contribute to increases in product adoption, active membership, and share-of-wallet through wellness-driven pathways.
• Develop and track KPIs for financial wellness initiatives, including attendance, engagement, conversion, and member outcomes. Produce regular reports summarizing program reach, effectiveness, and alignment with strategic goals. Use data to recommend enhancements, scaling opportunities, and new initiatives.
• Oversee Bite of Reality events and Freddie the Yeti and confidently incorporate financial wellness strategies into member interactions. Provide training to frontline and internal teams and create tools and resources to support consistent delivery of financial wellness across the organization.
• Evaluate and manage third-party education vendors, platforms, and content as needed.

Reports To

Director Member Expansion
Manages:

This role does not have supervisory responsibility.
Required Skills, Education and Experience

• Four-year degree in business, finance, marketing, education, or equivalent combination of education and experience.
• 4-6 years of business development, training, or education experience.
• Experience in the credit union or financial services industry.
• Prior experience in financial education and curriculum development, including reporting and program evaluation.
• Ability to demonstrate strong public speaking and facilitation for diverse audiences.

Preferred Skills, Education and Experience

• FiCep certification preferred.
• Preferred prior experience in classroom instruction or teaching experience.

Work Environment

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.
Physical Requirements

• Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

Position Type/Expected Hours of Work

• Full time / 40 hours per week

Classification:

• Exempt

Compensation:

The person hired into this position will likely earn between $87,087.96 and $108,859.95 per year plus annual bonus.

Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Anticipated Application Window:

This role is anticipated to close within 35 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.
Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.