Director Financial Services Institute

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General function:
Plan, organize and direct the instructional and administrative activities of the James R. Worrell, Sr. Financial Services Institute. Provide leadership and regulation oversite for various non-credit pre-licensing programs in a highly regulated industry. Support the One College model in providing comprehensive education programs needed to be successful in today’s competitive banking and finance environment.

Duties and responsibilities:
• Serves as the primary contact with various governing agencies to ensure licensing and certificate programs are in compliance with state and federal rules and regulations
• Submits new courses for approval and maintains annual course renewals for multiple regulated programs and professional designations; remains up-to-date on federal and state education rules related to licensing; updates school policies and course materials accordingly
• Supports the instructional initiatives of the Business, Accounting and Finance division of the College and coordinate administrative operations within the division; researches and develops new programs to meet community based needs; supervises the selection and ordering of all course materials; approves workloads and areas of responsibility within the department
• Hires part-time instructors, as needed and provides new instructor orientation and training
• Sets department goals, establishes timelines, and coordinates with subject matter experts in developing new or modifying current programs; builds and maintains vendor partnerships and provides guidance to full and part-time instructors
• Plans and manages annual budgets for all assigned program areas; participates in the development and administration of the divisional budget; forecasts and recommends funds needed for staffing, equipment, materials, and supplies; monitors and recommends approval of expenditures
• Collaborates with Marketing Services to develop and implement a comprehensive marketing plan for all assigned programs; signs off on any marketing and advertising collateral to ensure it is in compliance with regulatory boards
• Works with the Corporate Learning and Customized Training teams to promote offerings and secure corporate client contracts
• Serves on committees and task forces; attends regularly scheduled meetings; researches and develops recommendations related to the business of the division
• Schedules classes to meet students’ needs at appropriate locations/times/formats; provides appropriate office support
• Represents the college as requested; develops and instructs classes, as required
• Performs other duties as assigned

Minimum requirements and preferred qualifications:
Master’s degree in Education, Business or Finance plus two years of management/supervisory experience and two years of work experience in one of the following areas – higher education, insurance, real estate or banking

Knowledge, skills, abilities and worker characteristics:
• Excellent verbal and written communication skills
• Excellent analytical and problem solving skills
• Knowledge and practices of program management
• Exemplify strong knowledge of industry protocols
• Proven supervisory, leadership and organizational skills
• Ability to plan and manage significant budgets
• Proficient in Microsoft Suite
• Ability to network and build relationships with current and potential clients

Working conditions:
Typical office environment.

Projected average hours of work per week:
40 (full-time)

Central Piedmont is happy offer a comprehensive and affordable benefits package to full-time employees including:
• Health care
• Dental
• Vision
• Retirement and supplemental retirement
• Flexible spending accounts (dependent care and health)
• Life insurance and supplemental life insurance
• Employee assistance program (for employee and family)
• Short-term and long-term disability
• Free parking
• Holidays (12 + 2 necessity days)
• Vacation (120 hours per year to start)
• Sick leave (96 hours per year)
• Personal days (2 days)
• Voluntary shared leave
• Paid parental leave (4 to 8 weeks)
• Bereavement leave
• Longevity pay

Central Piedmont Community College
Harris Campus – Morris Field
Charlotte NC 28208

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