Financial Education Specialist

We’re Canvas Credit Union

We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures. 

Canvas "It's About More" Video - YouTube (Click here - or, visit https://www.youtube.com/watch?v=z8WAm_TDRdk )

Why Canvas?

At Canvas, we’re dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.

At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people: 

What you'll do

The Financial Education Specialist is a Strategic Program Manager responsible for overseeing Canvas Credit Union’s financial education strategy and execution across schools, universities, and community organizations. This role manages Canvas’s relationship with its digital financial education partner (currently EverFi or similar), ensuring programs align with Colorado state graduation requirements for financial education.

This position serves as the strategic lead for financial education initiatives across Canvas partner organizations — including all nine high schools within the Douglas County School District and Canvas university partners. The role oversees financial education strategy, partner engagement, program alignment, and performance outcomes while collaborating closely with internal teams to maximize visibility, engagement, and community impact.

Essential Duties/Responsibilities

Strategic Program & Partnership Management

• Manage Canvas’s relationship with its digital financial education partner, ensuring platform content is effective, current, engaging, and aligned with Colorado state graduation requirements.
• Evaluate existing financial education solutions and recommend new or enhanced platforms and partnerships to support strategic goals and community impact.
• Develop and implement scalable financial education initiatives across K-12 schools, universities, and community organizations.
• Oversee the structure, alignment, and execution strategy for financial education initiatives across partner organizations.
• Collaborate with internal teams (Marketing, Community Involvement, Strategic Partnerships, Business Development, etc.) to ensure alignment, strategic communication, and maximum program adoption.
• Monitor budgets, schedules, engagement metrics, and program outcomes to ensure initiatives are delivered efficiently and effectively.

Partner & University Engagement

• Serve as the primary relationship manager for Canvas’s financial education partnerships across K-12 schools, school districts, universities, and community organizations — including all nine high schools within the Douglas County School District and Canvas university partners.
• Oversee financial education initiatives supporting students, educators, administrators, university staff, and student-athletes through engaging and impactful programming.
• Provide financial wellness resources, curriculum-aligned materials, and presentation content that support Colorado graduation requirements and partner objectives.
• Collaborate with educators, counselors, district leaders, athletic departments, student affairs teams, and university administrators to ensure programs align with curriculum goals and student development priorities.
• Support sponsorship activations and partnership opportunities that strengthen Canvas’s visibility, engagement, and impact across partner organizations.
• Identify opportunities to deepen relationships and expand Canvas’s financial education presence across partner schools, universities, and communities.

Program Strategy, Oversight & Community Collaboration

• Oversee the strategy, governance, and content direction for Canvas’s financial education programming across schools, universities, and community settings.
• Partner closely with the Community Involvement team, which leads the direct facilitation and delivery of in-person financial education programming and initiatives such as My Future Money Life.
• Ensure all programming aligns with Colorado state graduation requirements, learning objectives, and Canvas’s broader financial education strategy.
• Guide and support financial education workshops, seminars, and special events delivered by staff, volunteers, or partner organizations.
• Continuously evaluate program effectiveness and implement enhancements based on participation data, feedback, and best practices.

Impact Measurement & Reporting

• Define and track key performance indicators for all financial education programs and partnerships, reporting outcomes to leadership.
• Assess program performance relative to state and national standards, ensuring continued compliance and alignment with best practices.
• Analyze participation data, engagement trends, and partner feedback to improve program effectiveness and scalability.
• Identify opportunities for innovation in digital delivery, curriculum integration, and community engagement.

Community & Stakeholder Relations

• Serve as Canvas Credit Union’s financial education ambassador, building strong relationships with educators, administrators, university leaders, and community stakeholders.
• Represent Canvas at school district meetings, community events, university functions, and other relevant forums to advocate for financial literacy and financial wellness.

Job Qualifications

Knowledge, Skill and Ability

• Demonstrated experience in strategic planning, program management, and partnership development.
• Strong public speaking, facilitation, relationship-building, and interpersonal skills.
• Knowledge of financial literacy topics, curriculum standards, and digital education platforms.
• Experience ensuring compliance with educational standards or state graduation requirements.
• Familiarity with digital financial education platforms (e.g., EverFi).
• Experience working with K-12 schools, universities, or community organizations.
• Experience supporting or engaging university students and student-athletes preferred.
• Spanish language proficiency a plus.
• Experience with credit unions or financial institutions preferred.

Education or Formal Training

Bachelor’s degree in Education, Finance, Business, Communications, or related field (or equivalent experience).

Experience

3 years of experience managing educational programs, financial literacy initiatives, strategic partnerships, or community engagement projects.

For Current Canvas Employees: To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments. 

The starting pay range for this position is $79,037.42-$98,790.64/annual, and final pay rate will be determined based on skills, experience, education, and internal equity factors.

Canvas benefits include:

• • Medical/Dental/Vision Insurance
  • Paid Vacation
  • Paid Sick Time
  • Paid Holidays
  • Paid Wellness Day
  • Paid Volunteer Time
  • Flexible Spending Account
  • Health Savings Account
  • World Class 401(k) Plan
  • Tuition Reimbursement
  • Rate Discounts on Qualifying Loans
  • May be eligible for incentives or discretionary bonus based on results

Working Environment/Physical Activities

High volume, fast-paced, dynamic office environment with some travel. Must be able to attend meetings and events outside of regular business hours. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets. The position requires manual dexterity, the ability to lift files and open filing cabinets. The position requires bending, stooping, or standing as necessary.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Applications for this position will be accepted through July 17, 2026. For consideration, applications must be received by 5:00 PM MST on July 17, 2026.