Director-Financial Safety Hub

Position Title: Director, Financial Safety Hub
Department: Elder Financial Safety Center (EFSC) Financial Safety Hub
Reports To: Director, EFSC
FLSA Status: Exempt

Join the team at The Senior Source and feel the energy and enthusiasm for Making Older Better.

Position Summary

The 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 Responsibilities

1. Strategy and leadership
o 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 protocols
o 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 outcomes
o 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 development
o 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 safety
o Provide training, guidance, and problem-solving support to EFSC staff, volunteers, and partners on identifying exploitation, documenting concerns, and following EFSC safety protocols.
o Ensure staff understand and follow legal and organizational requirements for reporting suspected abuse, neglect, or exploitation, and provide guidance and support for appropriate follow-up action.
o Oversee the integration and use of safety-related technology tools, including the Shield Our Seniors app, to support the identification, response, and prevention of financial exploitation, ensuring the tools enhance safety without creating new vulnerabilities.

6. Staff and volunteer management
o Supervise Financial Safety staff and key volunteers; provide onboarding, coaching, case consultation, and annual performance feedback to support consistent, trauma-informed, client-centered service delivery.
o Build a culture of professional judgment, careful documentation, confidentiality, learning, accountability, and client-centered service within Financial Safety services.

Qualifications

Bachelors degree required; Masters degree in social work, finance, law, public policy, or related field preferred.
5+ years of progressively responsible experience in elder justice, financial services, legal services, complex case management, victim services, or a related field, including program leadership or staff supervision.
Experience managing government or federally funded grants, including proposal development, implementation, compliance, performance monitoring, and reporting; experience with VOCA or other victim-services grants preferred.
Familiarity with financial exploitation dynamics, protective laws, and community resources.
Strong partnership and advocacy skills; comfort working with legal and justice systems.
Strong data and analytical skills, including experience using client database systems such as Salesforce, interpreting data reports and dashboards, and using data to support decisions.

Success Measures

Annual number of complex cases handled and proportion with documented protective steps.
Government grant requirements, performance targets, reporting deadlines, and program protocols are met.
Percentage of high risk clients whose exploitation risk level improves over time.
Quality and timeliness of documentation, referrals, and incident reviews.
Staff and partner feedback on safety training and protocols.

Disclaimer

This description is not designed to be a complete list of all duties and responsibilities required of the Director, Financial Safety Hub.
Position Positives:
Generous PTO policy
403(b) contribution plan with employer matching
Opportunities for working remotely with supervisor permission
A collaborative culture with team building and staff events throughout the year

If interested, please submit a cover letter, salary requirements, and resume to HR at

The Senior Source is the resource in the Dallas area for empowering and equipping individuals and families to navigate aging. Since 1961, we have provided financial and emotional services for older adults to age with dignity and purpose. Whether older adults are navigating financial matters, caregiving issues, or senior living options, The Senior Source guides them towards a successful solution.

The Elder Financial Safety Center is a collaboration among The Senior Source, Dallas County Probate Courts, and the Dallas County District Attorney's Office. It offers prevention, protection, and prosecution services organized into three hubs: Financial Education, Financial Stability, and Financial Safety. Our vision is to ensure all older adults live in a safe community with financial resources to securely age with dignity.

The Senior Source is an equal opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals and in which personnel processes are merit-based and applied without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.