Job Posting

Financial Aid Planning Manager

  • Location: Boston, MA
  • Type: Permanent
  • Job #4966

Financial Aid Planning Manager

The Financial Aid Planning Manager is a full-time position responsible for the direct oversight of the Financial Aid Planning team while supporting the mission of the institution and the overall goals of increasing enrollment, retention, and graduation rates. The Manager will be involved in all aspects of financial aid administration, including compliance with state and federal regulations, with a strong emphasis on packaging and awarding while providing a high level of customer service and support to students and families.  

Key Responsibilities: 

  • Provide leadership and direction for the Office of Financial Aid Planning; hire, train, supervise, and evaluate all personnel in the department.
  • Establish daily, weekly, monthly, and annual goals for team members and develop metrics and benchmarks for tracking these goals; provide regular reports to the Associate Director and Vice President.
  • Manage a dedicated caseload, providing students and their families with individualized counseling in all aspects of the financial aid process, including verification, alternative financing, and responsible debt management.
  • Determine financial aid eligibility of students based on institutional, state, and federal regulations; prepare detailed financial aid packages and award letters.
  • Perform regular file reviews to ensure compliance with institutional, state, and federal regulations; make adjustments to student aid packages and adjust funds based on changes to students’ enrollment statuses.
  • Maintain a thorough knowledge of packaging/awarding regulations; provide regular training to the Financial Aid Planning team on policies and procedures; document internal policies and procedures related to packaging and awarding.
  • Coordinate the review, certification, and reconciliation of state grant programs.
  • Award and distribute book vouchers to students; coordinate with the outside book vendor to implement vouchers.
  • Monitor institutional aid allocation and provide regular status reports to the administration; advise the Executive Leadership Team on appropriate institutional aid levels and awarding strategies, in conjunction with the Student Financial Services team.
  • Prepare consumer information, applications, and other materials for current and prospective students; plan, coordinate, and administer financial aid workshops, presentations, and outreach activities.
  • Serve as the primary liaison between Financial Aid, Admissions, and Academics, ensuring current and prospective student needs are met as they enroll and register each semester.
  • Conduct all required testing of regulatory and production upgrades in the student information system; consult with other departments as needed regarding business processes.
  • Represent the Office of Financial Aid Planning at college-wide events, including Open Houses, Accepted Students’ Days, student registration events, and orientations. 
  • Assist the Associate Director with other projects as needed.


  • Bachelor’s degree required.
  • 3-4 years’ experience and working knowledge of federal Title IV and state financial aid regulations.
  • Strong interpersonal skills, including the ability to cultivate and manage relationships with students and their families; also must demonstrate strong verbal and written communication skills.
  • Must possess the ability to compile, analyze, and provide timely reporting of financial metrics.
  • Working knowledge of federal and state regulations pertaining to financial aid and an understanding of the principles of need analysis and award packaging is required.    
  • Prior management or supervisory experience is preferred.
  • Must be detail-oriented, with the ability to self-manage multiple projects while working under deadlines during peak times of the year.

Supervisory Responsibility:

  • Supervisory responsibility

Physical Requirements:

  • Sedentary work. Exerting up to 10 to 15 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Stooping. Bending body downward and forward.

Working Conditions:

  • Normal office conditions. Must be available to work a flexible schedule, including evening and weekend hours. Travel: May require travel to the Taunton location occasionally.

Salary:  Negotiable. Exempt position.

Pre-hire Process:

  • Authorized to work in the following country: United States.
  • Willing to undergo a background check in accordance with local laws and regulations
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