Senior Program Specialist

Apply now Job no: 508853
Classification:Administrative Specialist 3
Grade:Grade 79
Work type:Staff Full-time
Administrative Unit:University of Alaska Statewide
School/Business unit:Associate VP Finance
Location: Anchorage, Fairbanks
Categories: Other

Position Summary:

The UA College Savings Plan and UA Scholars Programs administer the single largest program in the UA System - the Education Trust of Alaska with its multi-billion dollar college savings program and the University's largest enrollment management program - the UA Scholars Program which distributes over $4.1 million in scholarships each year. ** The department intends to hire two individuals. One will be located in Anchorage and the other will be located in Fairbanks. Indicate your preferred location in the cover letter. ** Application review date: March 26, 2018.


10Coordinate marketing efforts with third party vendors to facilitate a coordinated marketing effort throughout the state. Create, coordinate, and align other UA communication programs and campaigns within the University. Oversee and manage the production and placement of local advertisements in print, broadcast and internet media, and marketing collateral. Coordinate business partnerships, identify and pursue sponsorship, marketing, and outreach opportunities. Assist in creating collateral for use in recruitment efforts for national program participants.Essential
15Generate ideas for marketing pieces and collaborate on the creation of materials including TV and print material, websites, displays, giveaways, events and sponsorships for the college savings program. Assist with the creation and maintenance of program websites, social media plan, and other communication channels. Assist with writing and editing legal disclosures, forms, and program documents. Review marketing materials and advertisements to ensure compliance with applicable laws, regulations, policies and procedures.Essential
20Travel throughout the state and nationally representing the University and the Plans as needed to meet program goals, objectives, due diligence, and fiduciary responsibilities. Represent the UA College Savings Plan or the UA Scholars Program at local outreach and marketing events such as chambers of commerce, state fairs, scholarship receptions, business meetings, and other events as needed. Plan, develop, conduct, evaluate, manage and deliver seminars, training, meetings, and outreach events. Coordinate office staff resources for event coverage when needed. Participate in due diligence meetings with program partners, vendors, and contractors on a weekly, bi-weekly and quarterly basis to review and address investment, marketing, operations, and legal concerns.Essential
20Under general direction, implement, maintain, and deliver long-term, comprehensive strategy for the marketing, promotion, branding, public relations and outreach of the UA College Saving Plan. Forecast marketing budget needs. Assess the effectiveness of budget spent on program initiatives and make recommendations to the Director on effective spending. Lead initiatives such as sponsorships, in-state marketing efforts, business/employer relationship management, state agency partnerships, and related issues, questions, troubleshooting, or support for external vendors and stakeholders.Essential
30Independently interpret, communicate, and promote program benefits to participants, potential participants, and external program partners. Educate students and parents on the optimal use of scholarships, college savings accounts and guarantees. Communicate and answer questions relating to the programs. Research and respond to complex client account issues, disputes, or errors. Consult and advise executive management on client account problem resolution and legal issues as needed. Assist new and continuing college savings plan account holders and beneficiaries with inquiries, account maintenance, contributions, withdrawals and other issues. Evaluate and respond to inquiries via phone, in person, and/or email. Serve as an expert resource for business process improvement, technical training, participant requests, operational issues, and marketing and promotion. Provide technical support for problem resolution. Troubleshoot operational issues.Essential
5Develop a working knowledge of federal and state requirements that could impact the UA College Savings Plan/Education Trust or the UA Scholars Program. Consider these requirements during outreach initiatives, customer interactions, and general communications with external and internal stakeholders. Ensure that all marketing materials comply with University of Alaska Board of Regent''s policies and regulations, FERPA, and university-wide enrollment policies. Assist leadership in establishing future directions the University takes in its policies regarding the UA College Savings Plan or UA Scholars Program.Essential

Situated in one of UA's most unique and high caliber departments, the successful candidate will work closely with leadership to promote and enhance the the UA College Savings Plan and the UA Scholars Program. Both programs are administered by an Executive Director who reports to the Chief Treasury Officer in the Department of Finance at UA Statewide. 

The department administers the single largest program in the UA system--the Education Trust of Alaska with its over $8 billion college savings program and the University's largest enrollment management program--the UA Scholars Program which distributes over $4.1 million in scholarships each year. The department ensures that the University is meeting its fiduciary obligations, avoids additional liability, and mitigates issues as they arise. This requires high caliber staff who can work effectively with many groups (internal and external), most who lack a direct reporting line to the department, in processes and policies that support the purpose of the programs.

The Education Trust of Alaska has contracted with an external Program Manager (T. Rowe Price is a leading national, mutual fund investment firm) to provide record keeping, customer service, marketing and investment management for the Section 529 college savings program. Section 529 programs are savings vehicles that allow families to save for future college expenses in a tax-advantaged way. The department's role is to set policy, procedures and long term strategies for the program and then manage the Program Manager relationship to ensure compliance with approved policies and procedures. Additionally, since the program enjoys certain federal tax advantages the program is highly regulated by such entities as the SEC, MSRB and IRS. The program must remain in compliance at all times with regulations and the department must stay in tune with the regulatory environment and adapt the program as necessary to remain a qualified program.


Recent knowledge and experience in a business relationship management, banking, marketing, or an investment environment substantially equivalent to that maintained by the UA College Savings Program. Knowledge of applicable federal, state, and institutional laws, rules and regulations relating to administration of program. Ability to comprehend written material and interpret and apply policies, rules, and regulations. Ability to establish and maintain effective working relationships with individuals and groups and to work successfully as a member of a team. Ability to communicate effectively, both orally and in writing, and to organize and present facts and opinions. Ability to exercise good judgment in analyzing situations and making decisions. Ability to analyze complex situations and make responsible decisions. Ability to lead work teams, including planning and organizing work, and scheduling, training and directing and reviewing work of others.

Required Experience:

Bachelor's degree required from an accredited University in Business Administration, Finance, Accounting, or Marketing, In lieu of such education, equivalent experience would be considered.

Typical Education or Training:

Three years college coursework and three years progressively responsible experience related to investments, business development, marketing, or an equivalent combination of training and experience. Preference will be given to individuals with marketing, promotion, and business relationship management experience.

Application Review Date: To ensure consideration for these positions, please apply by the review date of Monday, March 26.


Background Check: The successful applicant is required to complete a background check. Any offer of employment is contingent on the background check.

Probationary Period: Pursuant to University Regulation 04.07.020, new employees of the University are employed in an at-will probationary status for the first six months of employment. During the probationary period, employment may be terminated for no reason or any reason. Promoted employees also serve a probationary period with limited rights of retreat.

Training Policy: Page | 5 M:\Consultant\3- RECRUITMENT\myUA\myUA Required Verbiage.docx 8_31_2017 It is the policy of the University of Alaska Fairbanks that all employees are required to attend training to meet the requirements of the positions they hold, and to complete the required training within a specified period of time to remain employed at UAF. The policy can be located at: Tobacco-Free Campus: UAF Campus is a tobacco free campus. For more information, please go to:

Notice of Nondiscrimination: The University of Alaska is an affirmative action/equal opportunity employer and educational institution. The University of Alaska does not discriminate on the basis of race, religion, color, national origin, citizenship, age, sex, physical or mental disability, status as a protected veteran, marital status, changes in marital status, pregnancy, childbirth or related medical conditions, parenthood, sexual orientation, gender identity, political affiliation or belief, genetic information, or other legally protected status. The University's commitment to nondiscrimination, including against sex discrimination, applies to students, employees, and applicants for admission and employment. Contact information, applicable laws, and complaint procedures are included on UA's statement of nondiscrimination available at

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