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Project Manager, Consumer Education

Introduction: The National Endowment for Financial Education® (NEFE®) is an independent, nonprofit foundation committed to educating Americans on a broad range of financial topics and empowering them to make positive and sound decisions to reach their financial goals. For more than 30 years, NEFE has been providing funding, logistical support, and personal finance expertise to develop a variety of materials and programs, including the award winning High School Financial Planning Program® (HSFPP®), the CashCourse college program, and the consumer-oriented Smart About Money website. NEFE funds research and awards research-based development grants that advance innovative thinking and contribute to our understanding of financial behavior. NEFE also serves segments of the American public in need of specialized financial information through partnerships with numerous organizations. To learn more, visit

Position Title: Project Manager, Consumer Education
Department: Grants & Research
Reports to: Director of Education

Overall Responsibility: The Project Manager (Consumer Education) is responsible for the administration of NEFE’s consumer education programs and initiatives including Smart About Money (SAM), Financial Education Evaluation Toolkit, and resource development and dissemination. Responsibilities include:

  • Manage operations of Smart About Money (SAM)
    • Manage planning for implementation and evaluation of SAM
    • Develop detailed outreach plans to disseminate SAM to targeted groups
    • Present SAM at appropriate conferences and meetings
    • Oversee implementation of e-learning platform
    • Oversee development of self-directed-learning initiatives
    • Manage relationships with various subject matter experts to assure SAM materials are relevant and appropriate
    • Work closely with educational and editorial content staff to assure SAM content aligns with NEFE education philosophy
    • Work closely with web development director to assure enhanced functionality of SAM and SAM Mobile
    • Work with Director of Education to assure SAM espouses the tenets of adult education principles
  • Manage a multi-organizational initiative that seeks to build a web-based teacher resource center that supports personal finance educators
    • Serve as project manager and contact for NEFE for the ongoing development of an online teacher resource center
    • Assist in identification of external resources and programs for inclusion into the teacher resource center
  • Administer operations of NEFE Financial Education Evaluation Toolkit
    • Coordinate updates to web user interface and administrator interface, which includes working closely with web development firm and NEFE web team
    • Work with Director of Education to assure the Toolkit is the premiere financial education evaluation resource
  • Participate in grant funding strategy and implementation
    • Evaluate grant applications
    • Understand and utilize grant management software and grant database
    • Serve as back-up administrator to Grants and Research Project Manager
  • Other duties as assigned

Job Requirements

  • Bachelor’s Degree required; Master’s Degree preferred
  • 5+ years work experience in project management
  • Established strategic, operational, and technical management skills, including management of web-based programs
  • Knowledge of e-learning principles and experience working with e-learning products
  • High comfort level working with both program and technical staff
  • Ability to communicate progress, risks, timelines, expectations, and deliverables on multiple ongoing projects
  • Worked previously with adult learners
  • Demonstrated ability to establish and maintain effective relationships and partnerships with key stakeholders
  • Adaptable to a changing environment
  • A self-starter who has the ability to extract cooperation of peers and senior-level staff
  • Demonstrated ability to lead and manage complex projects that are national in scope
  • Significant experience using Microsoft Office programs including Word, Excel, PowerPoint, and SharePoint
  • Demonstrated ability to meet deadlines
  • Excellent organizational and interpersonal skills

Competitive compensation and benefits

To apply, please email cover letter, resume, and list of references to with PROJECT MANAGER APPLICATION in the subject line.

No phone calls.

Application materials must be received by 5:00 pm on Wednesday, October 22, 2014.

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