Learning and Development Associate

About the Job

The Learning and Resource Associate supports Compass’s Learning & Development and Client Engagement work, ensuring that client-facing resources, staff development opportunities, and communications are timely, accessible, and impactful. This position plays a key role in developing educational content, coordinating workshops, managing logistics, and facilitating communication among clients, partners, and internal staff

Reporting to the Manager of Learning and Development, this role is ideal for a detail-oriented, mission-driven team player who is passionate about personal finance, education, and community engagement.

All Compass staff embody the following core competencies:

Ownership: Steps up and follows through to consistently deliver high-quality work.

Diversity, Equity, and Inclusion: Champions the value of diversity and the creation of inclusive spaces.

Growth Mindset: Embraces challenges and setbacks as the fuel for learning and development.

Teamwork: Contributes actively and collaboratively with colleagues to achieve shared goals.

Skills We’re Looking For:

• Experience in financial planning/coaching, or financial education
• Excellent communication and client service skills.
• High attention to detail and ability to meet deadlines.
• Skilled at managing scheduling, logistics, and technology for in-person and virtual workshops.
• Demonstrates empathy, responsiveness, and professionalism when interacting with clients.
• Strong organizational skills and ability to manage multiple projects and tasks simultaneously.
• Proficiency in Gmail, Microsoft Office, Zoom, and/or Salesforce.

Primary Responsibilities

Client-Facing Learning and Engagement

• Coordinate the scheduling, logistics, and technical support for monthly or bi-monthly client workshops.
• Provide support for client-facing learning opportunities, including preparing materials, setting up in-person/virtual spaces, and following up with clients as needed.
• Collaborate with the Marketing & Communications team to draft and distribute a monthly client newsletter, in partnership with the Manager of Learning and Development.

Resource and Content Management

• Work with external content experts and internal stakeholders to review and organize coaching tools and resource content.
• Draft and support the dissemination of clear, culturally responsive, and multilingual communications to clients regarding financial resources, community events, or new programs.

Staff Development Support

• In collaboration with Human Resources, compile and share professional development opportunities (e.g., trainings, webinars, certifications) with coaching staff.
• Track participation and gather feedback from staff to support continuous improvement of learning offerings.
• Maintain basic knowledge of Compass’s coaching and FSS program models to ensure communication and content is accurate and supportive to client facing staff.

Administrative and Ad-Hoc Support

• Respond to client inquiries or internal questions related to resources, workshops, or development opportunities.
• Provide general support to the Learning & Development function, including documentation, scheduling, and project coordination.

Qualifications

Required:

• Demonstrated commitment to Compass’s mission and a passion for working with families with low incomes.
• Cultural humility and the ability to collaborate with individuals from diverse backgrounds and lived experiences.
• Comfort using or learning digital tools for scheduling, communication, and document sharing.

Preferred:

• Familiarity with trauma-informed or equity-centered communication.
• Experience with community outreach, adult learning, or nonprofit programming.

Benefits

• The salary range for this role is $47,170-$56,455, commensurate with experience. We’ll promote your professional growth and development by providing access to a competitive salary and benefits package and additional employee benefits that include but are not limited to:
• Healthcare: medical, dental, vision: Compass covers up to 80% of employee premiums and 80% for dependents. There is no waiting period to enroll in health insurance.
• Retirement plan 401(k) & 3% match
• Parental Leave: Employees who have been employed for at least three (3) months are eligible to take up to 12 weeks of unpaid leave. *Employee must be with the organization for six (6) months to receive up to six (6) weeks of full pay from the organization.
• Life insurance & disability Insurance
• Paid time off: Employees receive up to 36 Wellness days and 8 holidays per calendar year, plus the final week of the calendar year off as an organizational wide holiday. All employees enjoy a two-hour early closure starting the Friday after Memorial Day through the week of Labor Day.
• Flexible Spending Account (FSA)
• Dependent Care Flexible Spending Account
• Professional development & certification
• Pre-tax commuter benefits
• Employee Assistance Program (EAP)
• Office closed the final week of calendar year
• Equipment: $200 one-time stipend for work from home expenses
• Internet Reimbursement: Up to $40 per month for personal internet expenses

Equal Opportunity Statement 

Compass Working Capital is an Equal Opportunity Employer. We consider applications for all positions, without regard to age, race, color, ethnicity, national origin, ancestry, creed, religion, gender, gender identity or expression, sexual orientation, citizenship, physical or mental disability, medical condition, genetic information, marital status, veteran status, military status, or any other characteristic protected by applicable law.

Compass Working Capital is committed to ensuring individuals with disabilities receive the accommodations required for them to interview for a position on our team. Should you require accommodations, please contact hr@compassworkingcapital.org.

Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as a “low-income resident” of the area where the HUD-assisted project is located.

For the purposes of Section 3, "low-income" is defined as 80% of the Area Median Income. To learn more information about Section 3 income eligibility, please refer to the Housing and Urban Development (HUD) Website.