Business Development Program Manager

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

 

Location

• Elevations Credit Union- Broomfield Basecamp

• Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.

Summary/Objective

The Business Development Program Manager oversees enterprise-wide financial wellness strategy, implementing targeted financial literacy programs for SEGs, members, and students, and reporting on program performance to support member acquisition, retention, and growth goals. 

Essential Functions

• Develop, maintain, and execute an organizational-wide financial wellness strategy that is aligned with organizational growth goals. Ensure consistent financial wellness messaging across branches, marketing, digital channels, and community outreach. Identify annual priorities for Select Employer Groups (SEGs) across multiple regions, youth, students, and underserved populations. Serve as internal subject matter expert on financial wellness best practices and trends.
• Design, adapt, and maintain financial literacy curricula covering budgeting, credit building, debt management, savings, and long-term planning. Customize content for diverse audiences including students, employees, workplace partners, and member segments.
• Partner with retail, lending, and marketing teams to align financial wellness efforts with member acquisition, onboarding, and reboarding strategies. Support growth goals by driving product awareness through education-based engagement. Contribute to increases in product adoption, active membership, and share-of-wallet through wellness-driven pathways.  
• Develop and track KPIs for financial wellness initiatives, including attendance, engagement, conversion, and member outcomes. Produce regular reports summarizing program reach, effectiveness, and alignment with strategic goals. Use data to recommend enhancements, scaling opportunities, and new initiatives.
• Oversee Bite of Reality events and Freddie the Yeti and confidently incorporate financial wellness strategies into member interactions. Provide training to frontline and internal teams and create tools and resources to support consistent delivery of financial wellness across the organization.
• Evaluate and manage third-party education vendors, platforms, and content as needed.

Reports To

Director Member Expansion

Manages:

This role does not have supervisory responsibility.

Required Skills, Education and Experience

• Four-year degree in business, finance, marketing, education, or equivalent combination of education and experience.
• 4-6 years of business development, training, or education experience.
• Experience in the credit union or financial services industry.
• Prior experience in financial education and curriculum development, including reporting and program evaluation.
• Ability to demonstrate s