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Careers

Our team is motivated about making a difference and passionate about supporting people in their journey toward financial well-being. While our staff size is modest, we are a mighty group of talented individuals striving to deliver impactful financial education to all Americans. We value diversity and are looking for hard working, dedicated and enthusiastic teammates.

Working for NEFE isn’t a job—it’s an experience.

Available Positions

Organization Overview

At the National Endowment for Financial Education (NEFE), we champion effective financial education. We are the independent, centralizing voice providing leadership, research, and collaboration to advance financial well-being. We do this by mobilizing and inspiring educators, researchers, and advocates nationwide to maximize the impact of financial education. We work hard to remove barriers, amplify outcomes, and elevate effective models through leadership, research, and collaboration. We believe this is important because everyone deserves the opportunity to live their best financial life and that equitable and effective financial education makes it easier for everyone to navigate the financial system, creating a more just society.

Essential Duties and Responsibilities

  • Marketing message development: Reviews and interprets content and data, translating it into actionable marketing messages and takeaways for implementation across a variety of marketing channels
  • Marketing strategy and campaign creation and execution: This position works closely with our Research and Policy teams, translating project deliverables such as data and written briefs from these teams into actionable, multi-channel content and campaigns for NEFE initiatives
  • Marketing project planning and management: Scopes, plans, and oversees the implementation of multi-channel marketing and communications projects and campaigns. This includes creating scoping documentation, determining resources needed and time frame, managing implementation teams, developing assets as needed and deploying tactics.
  • Impact and engagement measurement: Gathers and analyzes data to assess the efficacy of engagement projects and tactics and provide recommendations for adjustments and improvements. Provides analysis and reporting of organizational KPIs.
  • General marketing and communications support: Supports the Engagement team as needed by monitoring and deploying communications on behalf of NEFE, creating social media and web content, overseeing the work of interns, deploying marketing and communications tactics, participating in project management activities and fulfilling marketing and communications-related requests from other teams and departments.

Required Knowledge, Skills and Abilities

  • Data literacy – demonstrated ability to interpret data findings from NEFE’s research and polls, and translate them into multi-channel content for our audiences
  • Demonstrated ability to interpret and distill technical or specialized content into marketing messages across multi-channel campaigns
  • Experience creating marketing campaigns and strategies for multi-channel marketing that supports organizational strategy
  • Proficient in Microsoft Office Suite: Word, Excel and PowerPoint
  • Basic skill with Adobe Suite, including Photoshop and InDesign
  • Familiarity with marketing software tools such as Emma, Canva, Visme, Sprout Social, Google Analytics, Microsoft Dynamics 365, etc.
  • Experienced writer/editor for both online and offline channels (website, emails, newsletter articles, print collateral, press releases, etc.)
  • Experience with use of CRM tool for contact management, project planning and assessment
  • Excellent written and verbal skills
  • Ability to work independently and handle multiple priority projects
  • Ability to set and adhere to a project budget
  • Ability to monitor NEFE social media channels during non-working hours as needed

Suggested Education or Formal Training

Bachelor's or Master’s degree in Journalism, Public Relations, Marketing, Communications or related field, or equivalent experience

Required Experience

  • 5+ years experience in a strategic marketing and/or communications role
  • Previous work in an academic, technical, or research focused organization a plus

Physical/Mental Demands of the Job

Physical demands of this position are aligned with that of general office-based work, such as: regularly required to, stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard. Specific vision abilities required by this job include close vision requirements due to computer work. Light or moderate lifting may be required. Ability to uphold the stress of occasional traveling. Reasonable accommodations may enable individuals with disabilities to perform these functions.

Working Environment

Work hours are generally 8:30 AM -5:00 PM Monday – Friday – up to 40% remote work is encouraged under normal circumstances. Employees work directly with their supervisor and HR to determine the work schedule best for them and provides sufficient overlap with other NEFE employees. NEFE consistently monitors the environment to maintain the health and well-being of our staff and has been (optionally) fully remote for most of the COVID-19 pandemic.

Travel required

Ability to travel to conferences as needed (0%-25%)

Compensation

The base salary for this position is $68,000-$75,500 and commensurate with experience, with an additional annual bonus potential based on successful completion of goals. NEFE offers a generous employee benefits program that currently includes vacation, sick leave, holiday and six weeks paid parental leave; health, dental, vision, long term care, and life/AD&D/disability insurance; EcoPass; professional development; tuition reimbursement, employee assistance program; employer 403(b) match; employer contribution to defined benefit plan.

Application Instructions

Please email your resume and cover letter with “Senior Manager, Marketing and Engagement” in the subject line to [email protected] We will review applications on a rolling basis until the position is filled.

NEFE is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Reports To: President and Chief Executive Officer (CEO)
Location: Downtown Denver, Colorado – up to 40% remote work is encouraged
Type: Full-time, permanent

Organization Overview

At the National Endowment for Financial Education (NEFE), we champion effective financial education. We are the independent, centralizing voice providing leadership, research, and collaboration to advance financial well-being. We do this by mobilizing and inspiring educators, researchers, and advocates nationwide to maximize the impact of financial education. We work hard to remove barriers, amplify outcomes, and elevate effective models through leadership, research, and collaboration. We believe this is important because everyone deserves the opportunity to live their best financial life and that equitable and effective financial education makes it easier for everyone to navigate the financial system, creating a more just society.

Summary

The Senior Director, Equity is a senior leadership role within the organization, reporting directly to the President and CEO. The Senior Director, Equity will attend Executive Leadership Team (ELT) meetings on a monthly basis and partner with teams and individuals across the organization to develop and drive forward NEFE’s key strategies to achieve a nation where everyone has the knowledge confidence and opportunity to live their best financial life. This individual will be responsible for implementing an overarching vision of diversity, equity, and inclusion (DEI) for NEFE—both internally and externally, a plan that is currently under development —that works to increase access to effective financial education and drive systemic change while promoting inclusion and anti-racist practices. This position requires an energetic, collaborative and visionary leader.

Essential Duties and Responsibilities

  • Refining – rooted in research and best practice – NEFE’s equity lens, and what our vision of success is for applying that to all that we do.
  • Overseeing the development, implementation and reporting on the organizational DEI plan in partnership with organizational stakeholders.
  • Identify trends and develop consistent communication and feedback mechanisms to ensure we are able to discuss and address equity issues impacting our field, our staff and those we serve.
  • Providing technical assistance to organization and field leadership and other identified audience groups regarding cross-cultural communications and collaborations.
  • Ensuring that organizational long-term and short-term goals and outcomes are fully reflective of and inspired by an equity lens and reflect our identity.
  • Collaborating with NEFE staff to develop opportunities, that provide pathways for personal growth and development for staff and other stakeholders on our own journey to a more just and equitable world.
  • Collaborating with the Strategy Impact Measurement Team to develop and monitor Key Performance Indicators (KPIs) and analyze and share observations regarding internal and external DEI metrics, and organizational culture.
  • Additional contributions to a collaborative office environment as needed (e.g., team building, strategic planning, etc.)

Skills and Abilities

  • Ability to engage with diverse staff and leadership to promote trust, collaboration, and partnership between departments and among levels of leadership.
  • Exceptional leadership and communication skills.
  • Exceptional public speaker and comfortable participating on panels and similar presentation-focused settings.
  • Demonstrated track record inspiring and influencing peers to approach all work through an equity lens.
  • Experience with developing and monitoring organizational culture indicators and engaging employees and executive leadership in generating organizational growth.
  • Strong background in change management.
  • Deep content knowledge of the diversity, equity, and inclusive research base and best practices.
  • Strong interpersonal skills; able to quickly establish credibility to develop and manage productive relationships with internal and external individuals and organizations.
  • Strong project management and evaluation expertise; able to manage multiple projects and to move quickly from one to another.
  • Proven track record of successfully working with executive leadership teams and board members.
  • Applied experience in a solution-focused and collaborative environment in all interactions with staff, vendors, and external stakeholders.

Required Education or Formal Training

  • Requires a minimum of a BA/BS in social work, psychology, business, education or related field – or equivalent experience.
  • Master’s Degree preferred.

Required Experience

  • Minimum 5 years’ experience advocating for and implementing change within a fast-paced, collaborative and data-driven environment.
  • Minimum 3 years’ experience developing and implementing diversity/equity/inclusion programs.
  • Direct service, nonprofit experience preferred.

Working Environment

Work is primarily based in the NEFE offices, with periodic travel to conferences, events, meetings, forums, etc.

At NEFE we focus on possibilities not limitations. To do your job effectively, you need the ability to communicate with people; move about a workspace; utilize a computer, job-related software and a telephone; and travel. We will attempt to make reasonable accommodations to support the fulfillment of the physical and mental requirements of this position.

NEFE allows for up to 40% remote work under normal circumstances. Employees work directly with their supervisor and HR to determine the work schedule best for them that provides sufficient collaboration with other NEFE employees. NEFE consistently monitors the environment to maintain the health and well-being of our staff.

Preference for candidates located in the greater Denver metro area or willing to relocate the greater Denver metro area. A relocation assistance package will be provided. NEFE will consider candidates located in Washington D.C. or candidates living elsewhere and willing to regularly travel to the headquarters in Denver, CO approximately once a month.

Travel Required

10-15%

Compensation

The base salary range for this position is between $100,000-$125,000 and commensurate with experience, with an additional annual bonus potential based on successful completion of goals. NEFE offers a generous employee benefits program that currently includes vacation, sick, holiday, and six-weeks paid parental leave; health, dental, vision, long term care, and life/AD&D/disability insurance; EcoPass; professional development; tuition reimbursement; employee assistance program; employer 403(b) match; employer contribution to defined benefit plan.

Not sure you meet 100% of our qualifications? We understand that some candidates who could excel in this role may not have all the qualifications precisely as listed above. If you believe that you could excel in this role, we encourage you to apply. We are dedicated to considering a broad array of candidates, including those with diverse work experience and backgrounds.

Application Instructions

Please email your resume and cover letter with "Senior Director, Equity" in the subject line to [email protected] No phone calls. Priority will be given to applications submitted on or before June 15, 2022, but the position will remain open until filled.

NEFE is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Reports To: Managing Director, Research
Location: Downtown Denver, Colorado – up to 40% remote work is encouraged
Type: Full-time, permanent
Start Date: June or July 2022

Organization Overview

At the National Endowment for Financial Education (NEFE), we champion effective financial education. We are the independent, centralizing voice providing leadership, research, and collaboration to advance financial well-being. We do this by mobilizing and inspiring educators, researchers, and advocates nationwide to maximize the impact of financial education. We work hard to remove barriers, amplify outcomes, and elevate effective models through leadership, research, and collaboration. We believe this is important because everyone deserves the opportunity to live their best financial life and that equitable and effective financial education makes it easier for everyone to navigate the financial system, creating a more just society.

Team and Role Description

The National Endowment for Financial Education is seeking a Director, Research to join the research team as NEFE continues its transition from programmatic offerings to an intentional focus on research and thought leadership activities. This position primarily supports collaborative or internal, self-directed research projects and the formation of a research advisory group for the research team. This role is an excellent position for individuals with strong quantitative research expertise and an interest in conducting research related to financial education. Ideally, the candidate would start in June or July.

NEFE’s research team funds scholarly research and performs rigorous research (i.e., in-house research, collaborative/contracted research, and grants) to inform educators, practitioners, and policymakers of issues pertinent to improving financial education and financial well-being. The research team also coordinates the organization's consumer polls, which provide insight into the American experience of issues impacting financial well-being and public sentiment on topics central to advancing financial education. Public opinion work speaks directly to media, policymakers, and public audiences. Additionally, the research team conducts knowledge-gathering and fact-checking activities to support other departments within NEFE. NEFE's work directly intersects with that of academia, research organizations, government agencies, and policy-relevant issues. NEFE is invested in the professional development of its staff, and the successful candidate's interests would be considered in the assignment of duties.

Essential Duties and Responsibilities

An individual must be able to perform each essential duty satisfactorily to be considered for the role. The requirements listed below represent the knowledge, skill, or ability required.

  • Support the foundation’s directed research and grants activities; includes providing technical and/or methodological support, reviewing deliverables, and writing summary reports
  • Represent the foundation at research conferences and partner research groups; includes distilling and disseminating relevant research information back to the foundation
  • Keep apprised of current research published in the field of financial well-being; synthesize and disseminate key findings and trends to the foundation and external audiences
  • Translate technical academic research into plain language for use by practitioners and other non-technical audiences; includes the foundation’s grants research, internal research, and collaborative research as well as external publications
  • Develop and pursue an independent, scholarly research agenda in the field of financial education and well-being and in alignment with organizational priorities, as appropriate
  • Collaborate with the Managing Director, Research to establish a research advisory group for the foundation and lead the advisory group toward its stated goals
  • Act as an internal subject matter expert on topics in the financial education and well-being field as related to organizational priorities
  • Assist in defining institute and departmental strategic priorities and activities
  • Collaborate with the foundation’s operations, insights, research, engagement, and operations staff on various projects and initiatives
  • Manage the Manager, Research on specific projects as necessary
  • May supervise other research staff (up to 1 to 2 at most)

Other Duties and Responsibilities

  • Implement and coordinate projects as directed by Managing Director, Research
  • Participate in NEFE’s grant funding process
  • Perform other duties as assigned

Minimum Qualifications

  • Master’s degree in economics, public policy, business, social sciences, education policy or a related field, or equivalent experience
  • Excellent organizational skills; ability to multi-task and meet deadlines
  • Demonstrated effectiveness in managing projects from development to completion
  • Ability to communicate progress, risks, timelines, expectations, and deliverables clearly and effectively on multiple ongoing projects, both internally and with vendors
  • Five to ten years of experience with applied research or scholarly research at a foundation, academic organization, government, or private sector; relevant experience during graduate school may be counted toward total experience
  • Experience creating project plans based on project goals and individual skill sets, directing the work of others, and providing feedback and assessment of others’ work quality
  • Baseline understanding of various data collection methods in the social sciences (qualitative and quantitative)
  • Ability to translate technical research into plain language, both conversantly and in writing
  • Demonstrated technical and scholarly writing skills
  • Strong personal belief in the importance of research integrity (e.g., conducting, citing, and using it appropriately)
  • Comfortable collaborating with a team as well as working alone
  • Comfortable facilitating group discussions toward a common goal or plan
  • Knowledge of, or ability to quickly learn, the current body of research on financial well-being and financial education
  • Must be permanently authorized to legally work in the United States (NEFE is not able to sponsor work visas)

Preferred Qualifications

  • Doctorate degree in economics, public policy, business, social sciences, education policy or a related field
  • Interest in cultivating a community of scholars or research-informed audiences to create a research agenda
  • Five to ten years of experience with project management, at a foundation, academic organization, government or within the private sector; relevant experience during graduate school may be counted toward total experience
  • Passion for helping individuals achieve financial well-being
  • Experience managing, developing, training, and mentoring junior staff
  • Ability and willingness to travel

Physical/Mental Demands of the Job

The physical demands of this position are aligned with that of general office-based work, such as: regularly being required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard. Specific vision abilities required by this job include close vision requirements due to computer work. Light or moderate lifting may be required. Ability to uphold the stress of occasional traveling. Ability to uphold the stress of giving presentations. Reasonable accommodations may enable individuals with disabilities to perform these functions.

Work hours are generally 8:30 AM -5:00 PM Monday – Friday – up to 40% remote work is encouraged under normal circumstances. Employees work directly with their supervisor and HR to determine the best work schedule, providing sufficient overlap with other NEFE employees. NEFE consistently monitors the environment to maintain the health and well-being of our staff and has been (optionally) fully remote for most of the COVID-19 pandemic.

Travel Required

5-10%

Compensation

This base salary range for this position is between $81,000-91,000 and commensurate with experience, with an additional annual bonus potential based on successful completion of goals. NEFE values employees’ ability to maintain a healthy work-life balance, offers a generous employee benefits program that currently includes vacation, sick, parental, and holiday leave; health, dental, vision, long term care, and life/AD&D/disability insurance; EcoPass; professional development; tuition reimbursement; employee assistance program; employer 403(b) match; employer contribution to the defined benefit plan.

Application Instructions

Please email your resume and cover letter with "Director, Research" in the subject line to [email protected] Please discuss your interest in the organization and describe your most relevant skills and experience(s) in a cover letter—no phone calls. We will review applications on a rolling basis until the position is filled.

Not sure you meet 100% of our qualifications? We understand that some candidates who could excel in this role may not have all the qualifications precisely listed above. If you believe that you could excel in this role, we encourage you to apply. We are dedicated to considering a broad array of candidates, including those with diverse work experiences and backgrounds.

NEFE is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time.

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