Chapter Success Manager

About Scholars of Finance:

Scholars of Finance is a rapidly growing organization on a mission to transform the financial system to solve the world’s largest problems. We are sending thousands of purpose-driven, principled future leaders into the finance industry to influence the $100T+ that finance manages and allocates. College is the entry point into finance, so we provide leadership development and mentorship to undergrads and help them join top firms, funds, and a life-long support community that empowers them to spend their careers serving the greater good with capital at scale.

Since 2019, we’ve raised more than $13M and impacted 7,000+ students across 60+ universities (chapters), and we’re just getting started. We’re a close, motivated team with a big vision of a future where all finance leaders steward the world’s capital with integrity, humility, compassion, and excellence. We are fortunate to be backed by world-class partners like Morgan Stanley, BlackRock, and Blackstone, and are being advised by titans in the industry, like Teri List, Board Director at Microsoft, Visa, & Lululemon, and Richard Davis, Former Chairman & CEO of U.S. Bank.

Job Summary

As a Chapter Success Manager & Leadership Coach, you’ll manage relationships with a portfolio of 22-25 student-led chapters, serving more than 1,200 students across the United States.

Our 68 chapters span large state universities, small liberal arts colleges, Ivy League institutions, HBCUs, and more. Student members are elected to leadership positions, with the President serving as the chapter’s lead. Your role is to coach and support the President, equipping them to lead their chapter and deliver SOF programs with fidelity. There is no one-size-fits-all approach to supporting them. You’ll need to read context well, adapt your coaching thoughtfully, and know when a student leader needs flexibility versus when they simply need to be held to a clear standard.

This is a coaching role first. You’ll spend most of your time directly with students, developing chapter Presidents and their teams into leaders who can build strong teams, meet organizational standards, deliver SOF programming well, and leave their chapters stronger than they found them.

To thrive in this role, you need to be an excellent coach of young leaders: warm but direct, energized by spending much of your day with people, comfortable giving candid feedback, and eager to hold high expectations while meeting students where they are. You’ll model SOF’s four core values — Integrity, Humility, Compassion, and Excellence — on a team where coaching and candor are central to how we work.

You’ll work alongside three other Chapter Success Managers on a small team with significant influence over how SOF supports our 68 student-led chapters and the next 68. Over the next year, we expect to grow our chapter presence by at least 20% and continue growing the team alongside it.

Compensation: $80,000–$95,000

You will be successful if you ….

• Coach the leader in front of you.
  Your 1:1s are designed to develop the president’s ability to lead their chapter successfully, including implementing our programs and culture with fidelity. You’ll coach through questions more often than answers, building the president’s judgment, confidence, and ownership rather than dependence on you. You’ll provide clear, direct feedback because you are invested in their growth and success as a leader. You are willing to have tough conversations and hold the president accountable to agreed expectations.

• Own an honest assessment of chapter health.
  You are accountable for understanding which of your chapters are thriving, which are showing signs of risk, and which require immediate intervention — and for acting early when challenges emerge. That means being willing to roll up your sleeves and step in with hands-on support when a chapter needs it, not just identifying the issue. When a chapter’s circumstances warrant a different approach or standard, you’ll have the judgment and authority to make that call, along with the responsibility to clearly document the context and rationale behind it.

• Ensure our programs are implemented well.
  Our Leadership Development Programs, workshops, peer mentoring, and recruitment cycles only create value when they are implemented effectively. You’ll ensure programs launch on time, are executed with fidelity, and are carried through to completion. When expectations aren’t met, you’ll lead the appropriate accountability process and work with chapter leaders to get implementation back on track.

• Individualize your coaching approach.
  Every chapter leader operates within a different set of experiences, resources, expectations, and constraints. A first-generation student at a small liberal arts college may require a different coaching approach than a legacy student at an Ivy League institution — without requiring a different standard for success. You’ll understand the context in which each leader is operating and adapt your coaching accordingly. You’ll also recognize when your own assumptions, language, or gaps in context may be preventing you from fully understanding the leader or situation in front of you.

What You'll Do

• Coach the student leaders of approximately 22-25 college chapters, helping them build strong teams, lead effectively, deliver programs, and strengthen their chapters for future leaders.

• Lead 2- 4 virtual coaching meetings per day with student leaders to review progress, work through challenges, set priorities, and strengthen their decision-making and leadership skills.

• Monitor the health and performance of each chapter, identifying challenges early and providing additional support or intervention when needed.

• Ensure leadership programs, workshops, peer mentoring, and student recruitment efforts are delivered successfully and on time across your chapters.

• Facilitate difficult conversations and help student leaders navigate team conflict and performance challenges.

• Help students connect the leadership skills they develop through SOF to their long-term academic and career goals.

• Reinforce expectations for student leadership roles and connect students with the appropriate SOF team member when specialized support is needed.

• Use chapter performance and participation data to identify trends, prioritize support, and inform coaching decisions.

• Provide regular updates to the VP of Programs and CEO on chapter performance, successes, and emerging challenges.

• Help lead national student events, including leadership summits, forums, conferences, and virtual gatherings.

• Travel to 2–3 college campuses annually and attend 2–3 Leadership Symposia in the spring.

• Collaborate with colleagues to address chapter challenges and strengthen student participation and engagement.

• Bring insights from your work with students into broader organizational planning and decision-making.

• Identify opportunities to improve the systems, technology, and processes that shape the student experience.

Transformations You'll Drive

• Partner with the VP of Programs in their effort to make our programs cutting-edge and deeply impactful for our members to shape the futures of thousands of students.

• Work with our CEO, COO, and broader team to build strategies that enhance our programs, deepen our impact on our members, and unlock programming to be replicated at hundreds of universities.

• Develop SOF from a growing brand to a household name among current and future finance professionals that signifies character, integrity, altruism, and high performance.

What You'll Need

• Mentality for Success

  • You love our mission and want to make finance a force for good. You are committed to creating a financial system that better serves society and is trustworthy.

  • You are passionate about helping us transform the lives of as many students as possible, shaping them into ethical future finance leaders.

  • You’re comfortable in a fast-paced, evolving environment and willing to take ownership of challenges

  • A desire and willingness to grow professionally and contribute beyond your job description. You’re ready to do whatever it takes to push the mission forward.

  • Mentality of a “servant leader” by genuinely enjoying coaching, mentoring, and supporting students as they grow.

  • Courage to challenge the status quo when logic and reason require it. Is something broken? Fix it.

  • Unwavering attentiveness to quality, branding, and both data-driven and people-first processes. You want to do what is best for our students above all.

  • Comfortability and commitment to speaking up. SOF values candor and transparency. Our programs, student experience, and work environment all operate more smoothly when our team can engage in dialectic and candor.

• Foundational Qualifications

  • 5 years of experience in student/member/customer success, relationship management, finance, consulting, or project management.

  • Bachelor's degree or equivalent with a strong academic record.

  • A defined coaching philosophy: you can articulate why you coach the way you do and what strategies you draw on to develop a person’s leadership

  • Experience coaching students, supervising teams, or managing volunteer-led teams

  • Strong background in relationship management, program operations, and process optimization.

  • Proficiency in customer/member relationship management (CRM) software, data tracking, and reporting.

  • Ability to work independently and take ownership for outcomes while prioritizing and juggling multiple projects in a deadline-driven environment.

  • Passion for learning and continuous improvement.

  • Ability to travel up to 15% of your time, including on nights and weekends if needed.

• Leadership and Management

  • Teambuilder and influencer to students. Must have the ability to develop strong relationships, escalate when necessary, and get results.

  • Ability to think quickly on your feet creatively and constructively: being a great coach to students when you are on calls with them.

  • Ability to motivate volunteer leaders to in turn motivate groups of volunteers.

  • Highly analytical, organized, and detail-oriented in juggling multiple priorities, tracking progress, and staying on top of follow-ups.

  • Excellent communicator and active listener who is empathetic and assertive to be able to ask the right questions and listen carefully to what our members need.

High-Value Nice-to-Haves

• Significant experience working directly with both students and finance professionals.

• Experience working in finance

• Experience working remotely with teams in multiple time zones.

• Experience managing volunteers, working within, leading, and growing nimble teams.

Benefits You’ll Enjoy

• 401k match (100% match up to 5% of the base salary)

• Pre-tax reimbursement for healthcare expenses

• Health Insurance

• Generous paid parental leave

• Unlimited PTO; all federal holidays off

• Bi-annual in-person team offsites

• High-growth culture to accelerate your professional development

• Focus on ensuring all team members thrive holistically