ALPFA Puerto Rico board meeting

Director Level · Reports to Executive Director of Programs & Strategic Initiatives

Director of Financial Literacy

The Director of Financial Literacy will spearhead the development and implementation of financial literacy initiatives, aimed at empowering members to take control of their finances and promoting financial wellness. This role involves creating programs and activities for a diverse audience, covering a wide range of personal financial management topics.

What you'll do

  • Design and execute ALPFA Puerto Rico’s Financial Literacy strategy, ensuring it is inclusive, equitable, and meets the diverse needs of our members.
  • Develop and implement innovative financial literacy programs and activities targeting both student and professional audiences.
  • Build and maintain strategic relationships with community partners specializing in financial literacy, leveraging their expertise for program development.
  • Host a minimum of two financial literacy events annually, ensuring they are relevant, engaging, and valuable to the membership.
  • Serve as a key communicator and collaborator within ALPFA Puerto Rico, effectively representing the chapter in various forums related to financial literacy.
  • Ensure that all financial literacy initiatives align with ALPFA Puerto Rico’s mission and contribute to the overall objectives of the chapter.
  • Collaborate with other ALPFA committees and external organizations to maximize impact and reach.
  • Provide regular updates to the executive team and board on the progress and outcomes of initiatives.

What you bring

  • 2 or more years of experience in a relevant industry and a passion for financial education and empowerment.
  • Demonstrated ability to manage and prioritize multiple initiatives, aligning them with the chapter’s strategic goals.
  • Strong leadership skills, capable of fostering relationships and building trust within the ALPFA Puerto Rico board and the broader community.
  • Excellent interpersonal, communication, and collaboration skills, with an ability to influence and engage diverse audiences.
  • Commitment to ALPFA’s core values and standards, and a deep understanding of the chapter’s mission and objectives.
  • Availability to attend monthly Board meetings and commit the necessary time to fulfill job requirements effectively.
  • Fluency in English and Spanish is required.
  • Active Gold or Platinum membership with ALPFA.

How our board works

ALPFA Puerto Rico operates with a dedicated "working board" of volunteers, responsible for strategic planning, implementation, and execution of key programming. The Board of Directors is led by the Chapter President, with support from an Executive Committee and a Corporate Advisory Board. There are no salaried or paid positions within the organization.

Directors can recruit committee members (non-board members) to help reach their goals. Executive Board Members serve for two years, while Directors have a one-year term. All board members become Gold members as part of onboarding.

Board members typically have 5+ years of professional experience, with exceptions for candidates who bring exceptional skills in specific areas. Directors average 3 to 5 hours a week, with more during business planning season. Executive board members average 5 to 10 hours a week. All Board Members are expected to show up at ALPFA Puerto Rico events whenever possible. Board meetings are held once a month.

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