HCEC - Financial Coaching Case Manager

Metro Housing | Boston

Job Description

SALARY: $46,700 - $48,700 per year.

This is a full-time, non-exempt position.


Metro Housing/Boston (formerly Metropolitan Boston Housing Partnership) is a leading nonprofit dedicated to connecting the residents of Greater Boston with safe, decent homes they can afford. Metro Housing empowers families and individuals to move along the continuum from homelessness to housing stability. Serving more than 25,000 households annually, we work seamlessly to bridge the gaps among government, nonprofits, and corporations to continually increase our impact. With more than 30 years’ experience piloting and implementing housing programs, we have solidified our position as an industry-leading expert on navigating the affordable housing field.


We mobilize wide-ranging resources to provide innovative and personalized services that lead families and individuals to housing stability, economic security and an improved quality of life.


The HCEC Financial Stability Program is Metro Housing’s financial literacy, coaching and housing stabilization program for low- and moderate-income families and individuals in Greater Boston. The HCEC Financial Stability Program provides workshops and one-on-one financial coaching with no time limits, focusing on each participant’s financial priorities. It also provides secondary support in housing stabilization case management services as needed for those individuals that are already housed.  The Financial Coaching Case Manger is responsible for providing programmatic support by leading individual financial coaching sessions and case management services, as needed, for housing stabilization. They may also be asked to lead small scale trainings and/or workshops 

REPORTS TO: Green Space Financial Stability Program Manager


The statements below are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing of all responsibilities, duties and/or skills required. Other duties may be assigned. 

  • Provide customized in person, phone-based or virtual one-on-one financial coaching sessions on topics such as Budgeting, Credit, Debt Management, Savings, and long-term asset building;
  • Provide coaching according to established program protocols;
  • Serve as a partner and champion as participants set goals and define action plans to achieve short and long-term objectives;
  • Support participants as they encounter barriers by brainstorming solutions and identifying available expertise and resources;
  • Identify and connect clients with resources to help meet short-term needs as well as enable progress towards their long-term financial goals and housing stability;
  • Maintain required records and documentation in a timely manner and in compliance with the organization’s data privacy policies in accordance with established protocols;
  • Keep up to date in knowledge of financial coaching best practices;
  • Engage in professional development to keep informed of current service trends related to financial and social service delivery;
  • Previous experience in financial services, and/or experience meeting education, employment, and social service needs of clients;
  • Serve as back up support as needed for HCEC Resource Line channels; and
  • Other duties as assigned.


  • Bachelor’s degree or equivalent combination of education and professional family social work and/or vocational counseling experience;
  • Knowledge of social services in the Greater Metropolitan Boston area;
  • Comfort and experience working with computers, software applications, and databases;
  • 2 years’ Experience coaching and mentoring others to achieve challenging goals;
  • Ability to solicit, receive, and grow from both positive and adjusting feedback;
  • Commitment to teamwork and collaboration with colleagues from diverse backgrounds;
  • Ability to build high quality connections to obtain trust of participants;
  • Outstanding communication skills with ability to identify barriers as well as participate in solutions;
  • Ability to be both relationships driven, and results focused toward achieving desired participant outcomes;
  • Ability for innovative and creative problem solving; and
  • Familiarity with Microsoft Office, including Word, Excel, and Access.

NOTE: Metro Housing supports a hybrid work environment. Staff is expected to work from the Boston office as needed to ensure maximum performance and results, and at the direction of the managers.


Most benefits are available on your first day of work with Metro Housing | Boston. These benefits currently include:

Your and your family’s health

  • Health and dental coverage on a pre-tax basis;
  • Eye Med Vision plan on a pre-tax basis;
  • Medical and dependent care reimbursement account;
  • Company paid life and AD&D insurance and long-term disability;
  • Free, confidential Employee Assistance Program;
  • Voluntary life, accident, critical illness and cancer insurance.
Work/life balance

  • Generous vacation, sick, and personal time;
  • 13 paid holidays per year;
  • Paid new parent leave;
  • Flexible schedules (when available).
Retirement plan

  • 403(b) plan with a company match.
Career growth

  • Tuition reimbursement program;
  • Internal promotions encouraged.