Primary responsibility for the management and supervision of the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations. Serves as an interface with the Points of Contact (POCs) for the installations served by their team members. Reviews contract deliverables and reports for accuracy and compliance, conducts regular check-ins with PFCs, and develops narrative summaries to ensure complete, client-ready submissions to the Office of the Secretary of Defense for Financial Readiness (OSD FINRED). Monitors the implementation of new or enhanced PFC and company policies and procedures. Uses the quality improvement process to assess changes in policies and procedures. Reviews and supervises the duty to warn reporting and restricted reporting processes to ensure service and family member safety and compliance with the special nuances of DoD protocols. Participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations. (35%) Monitors the interactions of PFCs with service and family members, POCs, PFC teammates, and community resource representatives to ensure timely, effective assistance is given to the service members and their families. Manages services provided by counselors assigned to permanent rotations, on demand and surge events. Provides oversight for PFC counseling to ensure counselors understand the individual service and family member needs, develop action plans to address needs, and provide appropriate coaching to utilize suggested resources. (20%) Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services. Directs the timely collection of counselor activity data to facilitate internal and external program reporting. (18%) Directs the PFCs in their consultations with POCs and base and installation command regarding the effective handling of a wide range of requests to meet the needs of the military community. Coordinates with POCs to assure that the PFC/program is meeting the needs of the base and installation and provides feedback to the PMO. (14%) Screens for and assists with reporting conflict of interest incidents. Coordinates and communicates with PFCs to ensure compliance with congressionally mandated disclosures. Coordinates and communicates with PFCs to ensure compliance with the Magellan Conflict Of Interest (COI) process. (13%) The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description. Other Job Requirements Responsibilities Bachelor's degree required. 5+ years of financial counseling post-certification. 2+ years documentation, oversight, management and supervisory experience. Current counseling competence and certification. Must be a U.S. citizen and speak fluent English. Must be able to obtain a Tier 2 Clearance. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Regional Supervisor, PFC Grade 26 Work Experience - Required Document Management, Financial Counseling, Management/Leadership, Supervisory Work Experience - Preferred Education - Required A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise License and Certifications - Preferred Salary Range Salary Minimum: $70,715 Salary Maximum: $113,145 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures. Magellan is the employer of choice for hard working people interested in making a difference in the health care industry and in the communities where we work and live. Our strong culture of caring is the common thread in both our business strategy and our work environment. We value professional growth and development, total health and wellness, rewards and recognition as well as employee unity. Magellan is a place where you can thrive. Magellan is committed to providing equal employment opportunities to employees and applicants for employment without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law. Magellan is committed to meeting applicable Federal labor and employment law posting requirements by providing necessary posters in a format which is easily accessible and conspicuous to all applicants. Copies of applicable posters are accessible by clicking here. Warning: Employment Scam It has come to our attention that a false representative is contacting potential candidates and offering them work at home positions with Magellan Health. “Interviews” are conducted completely through email and the false job offer includes the promise of a check to be issued to the candidate for the purposes of setting up a home office. Please know that Magellan Health does not interview any candidate through email, nor do we issue checks to candidates to set up home offices. All of our available positions are posted on legitimate job boards and our recruitment team directly contacts candidates should there be a fit. If you suspect you are being contacted by a false representative of Magellan Health, please call 410-953-2911

Regional Supervisor, PFC.

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