Overview

Position Title: Director, Financial Safety HubDepartment: Elder Financial Safety Center (EFSC) Financial Safety HubReports To: Director, EFSCFLSA Status: ExemptJoin the team at The Senior Source and feel the energy and enthusiasm for Making Older Better.Position SummaryThe Financial Safety Hub Director leads EFSCs protection services, including complex financial cases, fraud and exploitation response, estate preparation and power of attorney navigation, and safety-focused technology tools. This role strengthens protocols, manages partnerships with legal and justice systems, supervises and coaches staff, and ensures Financial Safety services identify, respond to, and help prevent elder financial abuse and exploitation in alignment with EFSCs long-term strategic goals.Key Responsibilities1. Strategy and leadershipo In collaboration with the Director of the EFSC, set goals for recruitment, scheduling, service delivery, staff retention, program quality, and client coaching and counseling. Create and use clear processes to improve daily operations and service quality.o Provide strategic supervision and leadership for Financial Safety Hub staff, educators, trainers, and key volunteers to ensure alignment with EFSC goals, consistent delivery of safety-related services, learning, accountability, and stronger service quality.o Operationalize and oversee EFSCs framework for handling suspected exploitation, complex finances, and abuse from initial warning signs and case prioritization to resolution and follow-up, to ensure safety services are delivered consistently and aligned with EFSCs service model and growth goals.o Lead the Victims of Crime Act (VOCA) grant lifecycle by developing competitive proposals, driving implementation, enforcing compliance, tracking performance, and delivering timely, accurate reports.o Integrate estate preparation navigation and legal referrals into EFSCs safety offerings, including collaboration with the Assistant Director, Financial Education Hub, to prepare and deliver estate preparation curricula.o Turn program plans into clear steps for staffing, daily work, service delivery, and quality review.2. Service quality, risk assessment, and protocolso Implement and refine exploitation risk assessment tools and protocols; ensure staff consistently assign risk levels (low, moderate, or high) and document warning signs.o Develop and maintain written procedures for case escalation, documentation, confidentiality, and closure.3. Data, key results, and case outcomeso Track and use Financial Safety Hub key results, including the number of complex cases, changes in exploitation risk levels, re-victimization rates, case time tracking, financial outcomes, and clients intent or steps toward safer financial behavior. Track protective steps such as APS reports, legal referrals, or bank safeguards.o Work closely with the Director, EFSC, and the designated data quality lead to establish and maintain strong data verification processes that ensure client records and counts are accurate, complete, consistent, and free of duplication.o Ensure Financial Safety services meet applicable documentation, confidentiality, grant, contract, and reporting requirements, including accurate tracking of case activity, referrals, protective steps, outcomes, and follow-up actions.4. Partnership and outreach developmento Build and maintain relationships with the Dallas County District Attorneys Office, Dallas County Probate Courts, Adult Protective Services, law enforcement agencies, banks and credit unions, and legal aid organizations; strengthen referral pathways and regular communication with partners.o Represent EFSC on local and regional elder justice and exploitation prevention coalitions.o Work with the Development and Marketing teams on outreach, grant and contract opportunities, updates, and reports related to financial safety, elder justice, fraud prevention, and exploitation response.5. Training and culture of safetyo Provide traini