Primary responsibility for the management and supervision of the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations. Serves as an interface with the Points of Contact (POCs) for the installations served by their team members.

• Reviews contract deliverables and reports for accuracy and compliance, conducts regular check-ins with PFCs, and develops narrative summaries to ensure complete, client-ready submissions to the Office of the Secretary of Defense for Financial Readiness (OSD FINRED). Monitors the implementation of new or enhanced PFC and company policies and procedures. Uses the quality improvement process to assess changes in policies and procedures. Reviews and supervises the duty to warn reporting and restricted reporting processes to ensure service and family member safety and compliance with the special nuances of DoD protocols. Participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations. (35%)
• Monitors the interactions of PFCs with service and family members, POCs, PFC teammates, and community resource representatives to ensure timely, effective assistance is given to the service members and their families. Manages services provided by counselors assigned to permanent rotations, on demand and surge events. Provides oversight for PFC counseling to ensure counselors understand the individual service and family member needs, develop action plans to address needs, and provide appropriate coaching to utilize suggested resources. (20%)
• Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services. Directs the timely collection of counselor activity data to facilitate internal and external program reporting. (18%)
• Directs the PFCs in their consultations with POCs and base and installation command regarding the effective handling of a wide range of requests to meet the needs of the military community. Coordinates with POCs to assure that the PFC/program is meeting the needs of the base and installation and provides feedback to the PMO. (14%)
• Screens for and assists with reporting conflict of interest incidents. Coordinates and communicates with PFCs to ensure compliance with congressionally mandated disclosures. Coordinates and communicates with PFCs to ensure compliance with the Magellan Conflict Of Interest (COI) process. (13%)

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities
Bachelor's degree required.

5+ years of financial counseling post-certification.

2+ years documentation, oversight, management and supervisory experience. Current counseling competence and certification.

Must be a U.S. citizen and speak fluent English.

Must be able to obtain a Tier 2 Clearance.

Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

Must have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title
Regional Supervisor, PFC

Grade
26

Work Experience - Required
Document Management, Financial Counseling, Management/Leadership, Supervisory

Work Experience - Preferred

Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise

License and Certifications - Preferred

Salary Range

Salary Minimum:
$70,715
Salary Maximum:
$113,145

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.