Skip to main content

Charles Schwab Center for Financial Wellness Manager (50%, Temporary)

Position Information

WORKING TITLE: Charles Schwab Center for Financial Wellness Manager
POSTING DATE: February 15, 2024

Essential Job Functions

This position reports to the Accounting and Finance Department Chair and provides guidance for program planning, implementation, and evaluation, and/or supervises outreach staff. Monitors budget and appropriate funding for programming. Promotes stable and productive relationships between the university and community. Strives to expand and ensure access to programs, facilities, and educational services to diverse audiences. In addition, this position will be expected to carry out the duties of a lecturer in the Department of Accounting & Finance including teaching including six (6) student credit hours per year. 

What You'll Do

  • Direct long-range and short-term strategic planning and initiatives to expand financial planning and literacy outreach programing.
  • Identify emerging opportunities to expand the impact of the Center's outreach programing.
  • Develop financial planning and literacy programing for K12 educational providers and youth-focused organizations.
  • Coordinate with Continuing Education to ensure the delivery of high-quality CFP non-credit programing.
  • Support the Cofrin School of Business Career Advisor in the development and expansion of internship and post-graduation employment opportunities aligned with the Center's mission.
  • Maintain Center accessibility for internal and external stakeholders.
  • Ensure Center technology and infrastructure is available and functional for user groups.
  • Create and sustain a welcoming and inclusive environment for learners inside and outside of scheduled courses.
  • Develop and execute high impact experiences and opportunities in financial planning and literacy for learners.
  • Exercises supervisory authority for Center student employees and volunteers.
  • Assist with developing and monitoring the budget
  • Contribute to curricular instruction for the Department of Accounting & Finance in qualified areas.
  • Contributes in the creation and dissemination of the Center's intellectual contributions.



  • Master's degree in business or a related field and 3 years of professional experience in personal finance, financial literacy or related area, or an Earned doctorate from an AACSB accredited institution
  • Ability to lead a collaborative team


  • Experience designing and enacting collaborative programs with internal and external stakeholders
  • Professional experience in a higher education environment
  • Professional experience in personal finance or financial literacy education

The Successful Candidate

The successful candidate will be expected to work inclusively and respectfully within a diverse campus community and practice civility in the workplace.  The University welcomes applicants who are dedicated to the appreciation and promotion of inclusivity and equity as crucial components in the pursuit of organizational excellence.

In addition, the successful candidate will have strong oral, written, interpersonal, and organizational skills, demonstrated integrity and strong leadership, and the willingness to work independently and as part of a collaborative team. The University invites applicants who are dedicated to enriching the quality of life for students and the community by embracing the educational value of diversity, promoting environmental sustainability, encouraging engaged citizenship, and serving as an intellectual, cultural, and economic resource.

Conditions of Appointment

Some travel is required for necessary student and community engagement events, meetings, workshops, conferences, etc. Occasional evening and and/or weekend work is expected. Instructional responsibilities may include an occasional course at branch locations as dictated by student demand.

Position is a temporary, approximate 9-month, part-time (50%), Academic Staff appointment.  This position may have the option to work on-campus or a hybrid schedule subject to approved telecommuting request.  Official transcripts of the highest degree achieved will be required of finalist(s). A criminal conviction investigation will be conducted on the finalist(s). In compliance with the Wisconsin Fair Employment Act, the University does not discriminate on the basis of arrest or conviction record.

All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked.

The University of Wisconsin-Green Bay does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.

Compensation and Benefits


Minimum salary of $39,000. 

This position is exempt from the overtime provisions of the Fair Labor Standards Act (FLSA).


The Universities of Wisconsin provide an excellent benefits package to meet the diverse needs of its employees. This includes several health insurance options, with annual deductibles as low as $250/individual and $500/family. Our benefits package also includes dental, vision, several life insurance options, AD&D and Accident insurance and Flexible Spending and Health Savings Accounts. We participate in the Wisconsin Retirement System (WRS), where employer contributions begin immediately and employees are fully vested after 5 years of service. The Universities of Wisconsin also provide supplemental retirement savings programs including a 403(b) and Deferred Compensation.

In addition, employees receive several types of paid leave benefits, which are prorated for employees working less than 100%. This includes 9 legal holidays, 36 hours of personal holiday and between 96-130 hours of sick leave annually. Employees earn 13-27 days of vacation each year, depending on years of service and employment type.

For more details, please review the benefit quick guide linked below.


STEP 1: Please select the applicable link below:
External Applicants: (NOT currently employed by the University of Wisconsin System)
Internal Applicants: (Currently employed by the University of Wisconsin System)

STEP 2: From "Search Jobs" screen,

  • Click "View All Jobs"
  • Select "Charles Schwab Center for Financial Wellness Manager (50%, Temporary)"    
    • You must login before you can apply. Input your "User Name" and "Password" and select "Sign In."
    • If you have not yet registered, click "Register Now" to begin the registration process.

STEP 3: Submit application materials:

Please be sure to complete all required fields, and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials. Files must be complete to be considered. Please include the following documents:

  • Cover letter specifically addressing qualifications for the essential job functions
  • Resume or Curriculum Vitae
  • Names and contact information for three references
  • Unofficial transcripts of the highest degree achieved

You must select "Submit" to forward your application materials to the search committee.

If you have any questions, need accommodations, or submitted your application with missing materials, call or email:

Kerry Yang
Phone: (920) 465-2578

Application Deadline

Please submit application materials by Thursday, February 29, 2024. 

Note: The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis.Stat. sec. 19.36(7).

For more information regarding the University of Wisconsin-Green Bay and the surrounding area, see our Campus and Community section. For Campus Safety information see our University Police website and our Annual Security Report (for a paper copy please contact the Office of Human Resources at (920) 465-2390). This report includes statistics about reported crimes, as well as information about crime prevention and campus security policies and procedures.

The University of Wisconsin-Green Bay is an Affirmative Action Equal Employment Opportunity employer committed to achieving a diverse workforce and to maintaining a community which welcomes and values a climate supporting equal opportunity and difference among its members. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender and/or gender identity or expression, marital or parental status, genetic information, national origin, ethnicity, citizenship status, veteran or military status (including disabled veteran, recently separated veteran, other protected veteran, or Armed Forces service medal veteran status), age, or disability.