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State of Massachusetts Financial Wellness Director in 600 Washington Street, Massachusetts

We are seeking a Director of Financial Wellness to lead a diverse team of benefits specialists at the Massachusetts Rehabilitation Commission (MRC). The person hired for this role will lead our benefits specialists to support and enhance the economic sustainability of diverse individuals with disabilities. This individual will also lead special projects, for example working in partnership with the Assistant Commissioner of Vocational Rehabilitation and Workforce Development on the Learn to Earn Project - a collaboration with other state agencies addressing the financial concerns shaping the lives of those we serve. Additionally, this leader will serve as a Principal Investigator of the Work Incentive Planning and Assistance grant awarded by the Social Security Administration ensuring that the fiscal and programmatic requirements are met, including the partnership with the University of Massachusetts and Ticket to Work.

_Duties and Responsibilities (These are a general summary and are not all inclusive):_

  • Create and direct the vision of Financial Wellness and confirm its integration into MRC’s mission, goals, policies, operations, culture, service programs, strategic planning, and special initiatives.

  • Manage and oversee all aspects of the benefit/financial literacy staff and align workforce with the Commission’s shared vision and goals, with emphasis on new practices, accessibility, equity and maximization of technology to better strengthen services and systems.

  • Oversee the successful implementation of the Employer Disability Tax Credit program and its accreditation process for employers and consumers.

  • Work in close partnership with diverse leaders in key departments of the agency (e.g., Analytics and Quality Assurance, Office of Fiscal, Management and Budget, Individual and Family Engagement and Diversity, Equity, Inclusion, Racial Equity) to analyze data to determine annual and long-term planning goals, program methods, organizational interventions, equity and administration and evaluation of benefit and financial literacy operations.

  • Serve as an ambassador for the agency, including building relationships with relevant diverse community members, state agency representatives and stakeholders, and other external groups.

  • Work with individuals we serve on financial literacy, SSI and SSDI benefits including details regarding policies and practices, work incentives and wage reporting and information regarding the social security administration key contacts and roles in supporting organizations and claimants.

  • Respond to email, written, and telephone requests from a variety of parties including consumers, family members, advocates and public officials specific to issues of financial literacy and benefits planning and resources.

  • Provide information and advice to the general public, advocates, consumers and other interested parties at meetings, conferences and public forums specific to issues of financial literacy and benefits planning and resources.

  • Work with relevant stakeholders to compile data to make efficient programmatic and organizational decisions.

  • Work with the Learning and Development Department to ensure a customer/family-centered/culturally informed approach to learning, development, and training endeavors; identify new training opportunities, orientations, and learnings to support diverse consumers/families in shaping services and new initiatives.

  • Assess benefits and literacy curricula and training to determine effectiveness and guide providers and state agency partners in customizing training to address the unique and diverse needs of the individuals we serve.

  • Create an inclusive, high performing team and culture

  • Responsible for learning and staying up to date on MRC’s diversity, equity, inclusion and racial equity skills, results and expectations.

  • Work with Office of Financial Management and Budget as needed to ensure excellent fiscal management.

_Preferred Qualifications:_

  • At least 5 years of supervisory experience assigning work and supervising benefits specialists;

  • Master’s Degree in Vocational Rehabilitation or related field;

  • Demonstrated and extensive knowledge of how work affects public benefits including SSI and SSDI benefits;

  • Certified Work Incentives Coordinator Status with Social Security Administration;

  • Level 5 clearance with the Social Security Administration;

  • Detailed knowledge of SSI, SSDI and other public benefits including details regarding policies, work incentives and the benefits, cliff effect;

  • Knowledge of disability policy and programs;

  • Knowledge of vocational rehabilitation

  • Ability to supervise and evaluate staff performance.

  • Awareness of the principles and practices of business management, leadership, communication, strategic planning, project management, and an inclusive high-performance team culture.

  • Knowledge of the tenants of a learning organization culture, experience leading and engaging in participatory process and the ability to develop strategic plans with a continuous quality improvement approach.

  • Knowledge of and experience regarding diversity, equity, inclusion and racial equity specific to considerations around financial wellness and benefits planning.

  • Critical thinking to identify a problem and develop a path for correction.

  • Leadership ability including the ability to articulate organizational mission, goals, vision, strategic direction and change management.

  • General understanding of program planning/needs assessment, and program evaluation methodologies.

  • Solid written and oral communication skills and proficiency establishing and maintaining effective working relationships with a variety of diverse consumers, families, staff, and organizations.

  • Experience working in a team culture that values inclusivity, performance, transparency and authenticity.

_About the Agency:_

The Massachusetts Rehabilitation Commission (MRC) promotes equality, empowerment and independence of individuals with disabilities. The MRC provides comprehensive services to people with disabilities that maximize their quality of life and economic self-sufficiency in the community.

_Total Compensation_:

As an employee of the Commonwealth of Massachusetts you are offered a great career opportunity influencing a wide-spectrum of services to the diverse populations we serve - but it's more than a paycheck. The State's total compensation package features an outstanding set of employee benefits which you should consider towards your overall compensation, including:

  • 75% state paid medical insurance premium

  • Reasonable Dental and Vision Plans

  • Flexible Spending Account and Dependent Care Assistance programs

  • Low cost basic and optional life insurance

  • Retirement Savings: State Employees' Pension and a Deferred Compensation 457(b) plan

  • 11 paid holidays per year and competitive Sick, Vacation and Personal Time

  • Tuition Benefit for employee and spouse at state colleges and universities

  • Short-Term Disability and Extended Illness program participation options

  • Incentive-based Wellness Programs

  • Professional Development and Continuing Education opportunities

  • Qualified Employer for Public Service Student Loan Forgiveness Program

_Pre-Offer Process:_

A criminal and tax background check will be completed on the recommended candidate as required by the regulations set forth by the Executive Office of Health and Human Services prior to the candidate being hired. For more information, please visit

Education, licensure and certifications will be verified in accordance with the Human Resources Division’s Hiring Guidelines.

Education and license/certification information provided by the selected candidate(s) is subject to the Massachusetts Public Records Law and may be published on the Commonwealth’s website.

For questions regarding this requisition, please contact the Executive Office of Health and Human Services Human Resources at 1-800- 510-4122, Ext. #2.

Applicants should submit a cover letter and resume for the Director of Financial Wellness Requisition.


Applicants must have at least (A) five (5) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least one (1) year must have been in a project management, supervisory or managerial capacity or (C) any equivalent combination of the required experience and substitutions below.


I. A certificate in a relevant or related field may be substituted for one (1) year of the required (A) experience.

II. A Bachelor’s degree in a related field may be substituted for two (2) years of the required (A) experience.

III. A Graduate degree in a related field may be substituted for three (3) years of the required (A) experience.

IV. A Doctorate degree in a related field may be substituted for four (4) years of the required (A) experience.

An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.

Job: *Administrative Services

Organization: *Massachusetts Rehabilitation Commission

Title: Financial Wellness Director

Location: Massachusetts-600 Washington Street

Requisition ID: 2000063J