Lead Financial Success Coordinator (Lead FSC)

Lead Financial Success Coordinator (FSC)

My Secure Advantage

We exist to equip and empower people to take charge of their financial future. 

About us

MSA is the national leader in financial well-being services. We are a small but strong company with a rockstar 35+ year track record of providing transformational financial coaching to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of the Fortune 100. On average we see our members: 

• Crush $4,928 in debt
• Boost credit scores by 54pts
• Add $6,328 in emergency savings accounts
• Swell retirement savings by more than 4.4% per year
• Rescue $890 in monthly discretionary income

We serve a wide range of corporations and organizations across both the public and private sectors. We are currently looking to expand our pool support team members, with a particular need for individuals who have prior military experience or a strong background in supporting military service members and their families. Being part of MSA’s mission gives you an opportunity to showcase your talents and create something truly meaningful. 

About the role

This is a unique opportunity for someone who thrives on helping others succeed—not just our members, but the teammates you’ll support every day. You will help build and maintain team excellence, drive continuous improvement, and embody the core values that make our FSC team strong.

Are you ready to take the next step in your career and lead a high-performing, compassionate, and mission-driven team? As a Lead Financial Success Coordinator (Lead FSC), you will help members identify the most pressing financial concerns, explore best resources & services, quickly and accurately capture key information, and schedule member consultations with our licensed financial counselors, as well as guide, mentor, and support a team of Financial Success Coordinators in delivering an exceptional first impression to our members as they begin their journey toward financial wellness. In addition to your own direct member engagement responsibilities, you will provide oversight, ensure quality, and contribute to team development.

So - think you might be ready to empower someone to take charge of their financial future?

About the role
Lead FSCs are both hands-on contributors and inspirational team leads. In this dual-impact role, you will:

• Support new and existing FSCs with training, coaching, and quality feedback
• Monitor call quality, service levels, and team performance metrics
• Serve as the first point of escalation for complex calls or concerns
• Maintain a high standard of service through peer audits, coaching sessions, and process refinement
• Collaborate with supervisors and cross-functional teams to improve workflows and ensure team alignment
• Schedule and lead regular team huddles to reinforce goals, share insights, and boost morale
• Demonstrate exemplary service standards in your own FSC duties: engaging members, identifying financial needs, providing clarity, and connecting them with licensed counselors

What you bring to the table 

• A calm, confident presence with the ability to inspire and guide others
• Proven ability to create a supportive, respectful, and high-accountability team environment
• Excellent judgment and decision-making skills
• You excel at simplifying concepts like eligibility and benefits, and have the ability to provide constructive coaching and mentorship
• Strong understanding of FSC tools, processes, and expectations, including but not limited to leading others to voice their most pressing concerns, quickly and accurately capture key data, and are skilled at navigating calendar scheduling
• A passion for improving team outcomes and delivering high-quality member support
• You are fluent in English and Spanish (preferred)

We’d love it if you have the following:

• A 2-year college degree or equivalent