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Financial Innovations Coordinator

Req ID: 8010
Location: Chicago - Englewood
# of Openings: 1
FT/PT: Full time
Employment Type: Regular
Salary Schedule:
Job Notes:



The Financial Innovations Coordinator will support Heartland’s integration of financial technology into service delivery for asset building for low-income participants. The Financial Innovations Coordinator will be responsible for the day-to-day operation of the Every Dollar Counts program; researching financial technology products; educating and training staff and participants on the use of financial technology applications designed to assist participants in building wealth, credit, or financial capability; creating and maintaining stakeholder relationships; and coordinating activities related to these duties.

This position is a hybrid work position.  Some independent, self-directed work will be required; some collaborative time in the office and in the field will be required. Applicants must live in the Chicago area.


Essential Duties and Responsibilities:


•  Serve as the main point of contact and handle day-to-day duties for our Every Dollar Counts program, which may include handling participant inquiries, checking and maintaining databases, ensuring that program technology, including the payment platform and communications platforms, are operating properly, and other participant, research, and administrative duties.

• Provide financial technology information and analyses, both verbally and in writing, to internal leadership as well as Heartland program staff, partners, participants, communities, and other stakeholders.

•  Facilitate open dialogue with Heartland staff, participants, program partners, and financial technology companies to evaluate financial technology products and methods of service delivery, introduce them to participants and communities, and assist in evaluating their impact.

• Support project management related to financial technology research, product review, focus groups, user testing, grant application, internal and external outreach, and funder deliverables, as assigned.

• Execute communications strategies to support financial technology and basic income work, as assigned, including managing social media, writing program guides, writing fintech product analyses, creating and conducting workshops, updating our microsite (Wordpress), and more.

• Perform individual financial coaching, especially related to consumer credit, utilizing strength-based, healing centered, nonjudgmental approach. 

•  Compile and distribute Asset Building Job Leads for participants on a weekly basis.

• This role may supervise staff, interns, and/ or stipend volunteers.

• Other duties as assigned.


Qualifications: Wondering whether you have the right credentials or background to apply?  Your willingness to learn and problem solve, as well as your skills and experience, are more important than where you went to school.  We are not looking for a specific educational or professional background, other than a Bachelor’s Degree and at least three years of relevant experience.  We will train the right person.  We value:


•  Commitment to Human Rights and Equity: We are looking for people who are passionate about ending poverty, advancing racial and gender equity, and ensuring basic human rights for all. We are looking to see these values exhibited in your life and experiences, both personal and professional.

• Eagerness to Learn and Innovate:  Ask questions, listen to others, evaluate multiple strategies, be willing to try an approach, evaluate the results and change course as needed.

• Accountability – Take initiative, be responsive, responsible, and a problem-solver.


We are also looking for evidence of the following types of skills. These may be acquired through lived experience, education, and/or employment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.

• Critical Thinking – Able to identify, assess, and develop effective solutions to organizational threats, risks, and gap that impact quality and operations.

• Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.

• Excellent Written and Oral Communication – must be comfortable facilitating workshops, writing analyses and reports.  Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

• Facilitative leadership skills – good listener, able to elicit different points of view, respects the wisdom in the room, gives and welcomes feedback, able to bring multiple viewpoints to bear on a situation.

• Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas.

• Technical Skills:  Sufficient IT skills such that you can learn to use and troubleshoot common apps with minimal assistance.  Basic proficiency with Excel, PowerPoint, WordPress, handling encrypted information, Slack, DNS protocols, and Front would be required very soon after starting the job.  Additionally, this job requires comfort and familiarity with learning about and explaining financial technology products to people who are unfamiliar with them.


Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


•  While performing the duties of this job, the employee is regularly required to talk or hear.

•  While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and reach with hands and arms

• The employee is regularly required to sit, stand and walk

•   The employee must occasionally lift and/or move up to 10 pounds.

•  Due to computer usage, the employee will need vision abilities such as close vision and ability to adjust focus.


Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

•   The noise in the work environment is moderate


Heartland Alliance makes all hiring and employment decisions without regard to race, creed, color, age, gender, gender identity, marital or parental status, religion, ancestry, national origin, physical or mental disability, sexual orientation, sexual identity, immigrant status, political affiliation or belief, ex-offender status (depending on the offense and position to be filled), unfavorable military discharge, membership in an organization whose primary purpose is the protection of civil rights or improvement of living conditions and human relations, height, weight, or HIV infection, in accord with the Organization's AIDS Policy Statement of September, 1987. Individuals with disabilities requiring accommodation should contact the Employee Services Office at (312) 660-1431.


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Heartland Alliance requires all employees to be fully vaccinated against COVID-19 unless Heartland has approved a medical or religious accommodation for you consistent with applicable laws and regulations.