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Coordinator
Personal Financial Planning Position Description Performs supervisory and coordinative work in the operation of a specific program or departmental project. Responsibilities involve the coordination and supervision of the various functions and aspects of a specific program as well as the monitoring of program staff and operational procedures. Work is performed under general supervision with evaluation based on results obtained. May supervise program staff, volunteers and student assistants. About the University Established in 1923, Texas Tech University is a Carnegie R1 (very high research activity) Doctoral/Research-Extensive, Hispanic Serving, and state-assisted institution. Located on a beautiful 1,850-acre campus in Lubbock, a city in West Texas with a growing metropolitan-area population of over 300,000, the university enrolls over 40,000 students with 33,000 undergraduate and 7,000 graduate students. As the primary research institution in the western two-thirds of the state, Texas Tech University is home to 10 colleges, the Schools of Law and Veterinary Medicine, and the Graduate School. The flagship of the Texas Tech University System, Texas Tech is dedicated to student success by preparing learners to be ethical leaders for a diverse and globally competitive workforce. It is committed to enhancing the cultural and economic development of the state, nation, and world.
About Lubbock:Referred to as the "Hub City" because it serves as the educational, cultural, economic, and health care hub of the South Plains region, Lubbock boasts a diverse population and a strong connection to community, history, and land. With a mild climate, highly rated public schools, and a low cost of living, Lubbock is a family-friendly community that is ranked as one of the best places to live in Texas. Lubbock is home to a celebrated and ever-evolving music scene, a vibrant arts community, and is within driving distance of Dallas, Austin, Santa Fe, and other major metropolitan cities. Lubbock's Convention & Visitors Bureau provides a comprehensive overview of the Lubbock community and its resources, programs, events, and histories. About the Department and/or College COLLEGE OF HEALTH AND HUMAN SCIENCES
The College of Health and Human Sciences is comprised of 12 programs outside of the School of Financial Planning, including Couple, Marriage and Family Therapy; Counseling and Addiction Recovery Sciences; Addictive Disorders and Recovery Studies; Family and Consumer Sciences Education; Restaurant, Hotel and Institutional Management; Retail Management; Nutritional Sciences and Dietetics; Human Sciences; Apparel Design and Manufacturing; Interior Design; Human Development and Family Sciences; and Early Childhood Education.
SCHOOL OF FINANCIAL PLANNING
- The School of Financial Planning offers a B.S., M.S., and Ph.D. in Personal Financial Planning. All programs are registered with the Certified Financial Planner Board of Standards.
- Three dual degrees are offered: JD/MS in PFP, MBA/MS in PFP, and MS Tax/MS PFP and a minor in Agricultural Economics Ph.D. is also supported.
- Graduate certificates in Personal Financial Planning, Charitable Financial Planning, and Life-Centered Financial Planning and a hybrid delivery MS degree are provided.
- An online major in Applied Personal Finance and a minor in the Studies of Personal Finance and other courses meet the financial literacy needs of Texas Tech students.
- Enrollment of majors includes approximately 158 undergraduate students and 126 graduate students, of which 49 are doctoral. There are 43 Applied Personal Finance Majors and 137 Personal Finance minors.
- Faculty positions currently include 9 full-time graduate faculty, 3 part-time faculty, and 7 adjunct faculty who work as a team to accomplish their collective goals.
- Students take classes and study in the 4,200 square foot Charles Schwab/PFP Technology Complex.
- The Center for Financial Responsibility offers research and outreach opportunities for the financial planning faculty and graduate students.
- Knowledge Empowering You (KEY) utilizes Personal Financial Planning students to provide educational outreach and one on one financial counseling in the Lubbock community.
- Red to Black (through Student Services) provides peer financial counseling and education for TTU students. This provides experience for PFP majors.
- Financial Planning Academy, funded by Charles Schwab Foundation, is a summer camp that introduces high school students to the Registered Investment Advisory industry and provides education in the core areas of personal financial management.
- The new Personal Financial Planning Clinic gives our students direct client-facing experiences. The Clinic impacts numerous lives in the Lubbock community. It provides innovative experiential learning opportunities that equip our students to be the best of the next generation of financial planners.
Major/Essential Functions Assist CFR Director with creating infrastructure of CFR that is consistent with mission and goals. Plan and deliver Financial Planning Research Series with PhD Program Director to promote culture of research across disciplines. Oversee the collection and maintenance of records to utilize in Texas Tech University and state reports.
Coordinate various administrative tasks for KEY Outreach, such as printing and organizing presentation materials, and sending reminders to KEY student volunteers and agency partners. Input data related to KEY volunteers, including tracking training hours and presentation hours.
Assist in the procurement of catering for CFR events, which includes placing catering orders and completing required paperwork, including receipts and appropriate required forms.
Assist KEY with following proper SGA funding policies and procedures. Assist KEY officers in recruitment efforts to continue to develop growth in the KEY program. This include development of marketing materials, scheduling classroom visits, and overseeing the interview process along side the CFR Director.
Assist CFR Director in development of KEY Monthly CE Training. This development of materials, placing of food, securing meeting space, and potentially leading portions of the training. Act as staff support for the KEY Advisory Board. This includes scheduling meetings, placing food orders, and securing a virtual option as well for the meetings. Process CFR travel applications and vouchers (e.g., faculty, KEY students, speakers, etc. across all outreach initiatives.) Assist in the procurement of outreach initiatives supplies. This includes all KEY programming supplies, CFR Clinic supplies, and any other supplies to accomplish CFR programming.
Coordinate personnel associated with all outreach activities (including the Clinic), such as student assistants, volunteers, clients, community partners, etc. Maintain Clinic files including governing documents, administration, policies, and procedures. Provide coverage as needed for Outreach activities (e.g., Clinic office, KEY presentations and trainings, etc). Coordinate and support the research process associated with outreach activities (e.g., IRB applications for the Clinic, survey distribution, data collection and management) and grant writing/submission support for faculty and PhD students (working with faculty) under the guidance of the CFR Director.
Support the identification and pursuit of funding sources, including Federal and corporate grant applications, industry-sponsored research, and private donations to achieve the CFR's goals, including development support for the school's outreach and engagement efforts.
Support community partner relationship building and recruitment to generate and strengthen community partnerships and facilitate outreach and engagement opportunities. Support and execute the management of the financial literacy certification in coordination with iCEV. Support academic program recruitment opportunities connected to the CFR (e.g., iCEV financial literacy certification).
Coordinate the reporting process for outreach and engagement activities of the School via the CFR. Manage a comprehensive logistics tracking system, overseeing program documents, and maintaining regular communication
with partner universities to ensure deadlines are met efficiently.
Strategize and implement marketing initiatives to promote the program's success in accordance with identity guidelines, which includes contributing to content creation for press releases, social media posts, and newsletters, and keeping the website up to date. Development and maintenance of mailing lists. Purchasing marketing materials, promotional materials, Financial Planning Academy camp supplies. Foster the program's growth and achievement by actively recruiting high school participants, student workers, and professionals. Required Qualifications High school graduation plus five (5) years progressively responsible related experience; additional related education may exchange for the required experience on a year for year basis. Preferred Qualifications
- Experience coordinating outreach or educational programs, particularly in a university or nonprofit setting.
- Strong proficiency in administrative software tools (e.g., Microsoft Office Suite, Google Workspace, database systems, and scheduling platforms).
- Excellent written and verbal communication skills, with experience developing marketing materials and handling stakeholder communications.
Safety Information Adherence to robust safety practices and compliance with all applicable health and safety regulations are responsibilities of all TTU employees. Occasional Duties This includes development and distribution of marketing materials, representing program at in-person events, review of applicants, distribution of acceptance packets, and communicating with parents. Maintain open and consistent communication with campers and parents throughout the application, acceptance, and registration processes. Coordinate program events for all seven campuses, including the development of program schedules and activities. This includes creation of weekly to do lists for the partner universities. Keep records of program participants, scholarship information, and demographic data for inclusion in annual reports to funders. Assist in the development and execution of annual contracts. This includes working with funder, coordination with partner institutions and processing gift receipts. Does this position work in a research laboratory? No Required Attachments Cover Letter, Recommendation/Referral, Resume / CV Pay Statement Compensation is commensurate upon the qualifications of the individual selected and budgetary guidelines of the hiring department, as well as the institutional pay plan. For additional information, please reference the institutional pay plan by visiting www.depts.ttu.edu/hr/payplan. Schedule Details 8 am - 5 pm. Occasional after hours work needed for evening presentations and events. Job Group Office and Admn Wkrs All Other EEO Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information or status as a protected veteran. |
Texas Tech University
Apr 21, 2025