Develop a working knowledge of federal and state requirements that could impact stakeholders. Consider these requirements during outreach initiatives, customer interactions, and general communications with external and internal stakeholders. Interpret, communicate, and promote program benefits to participants. Educate students and parents on the optimal use of scholarships, 529 education savings accounts, and available benefits. Assist new and continuing 529 plan account holders and beneficiaries with inquiries, account maintenance, contributions, withdrawals, and other issues. Evaluate and respond to inquiries as appropriate. Serve as a resource for business process improvement, project management, technical training, participant requests, operational issues, and marketing and promotion. Troubleshoot operational challenges. Research and respond to complex client account situations, disputes, or errors. Consult and advise management on client account problem resolution and legal issues. Utilize relational databases, forms, and tables to assist program participants, and create reports to track and communicate program metrics, event outcomes, and assist with budget projections. Utilize tools such as Excel and Access or other CRM tools to monitor and manage daily, weekly, monthly, and annual data files.
Generate ideas for marketing pieces and collaborate on the creation of materials including TV and print material, websites, social media, displays, giveaways, events, and sponsorships for the department’s programs. Assist with the maintenance of program websites, create social media content, write press releases, newsletter copy, and other content as needed, and support other communication channels. Assist in reviewing legal disclosures, forms, and program documents. Review internal and external communications, marketing materials, and advertisements to ensure compliance with applicable laws, regulations, policies, and procedures. Oversee and manage the production and placement of advertisements in print, marketing collateral, and other media as deemed necessary by the department.
Serve as coordinator for business development, sponsorships, and outreach. Coordinate business partnerships, identify and pursue sponsorship, marketing, and outreach opportunities. Evaluate and recommend partnerships that enrich and elevate cultural and geographic diversity in the programs. Assist with special projects in alignment with marketing campaigns. Represent the department in-person and virtually 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. Identify and engage in outreach opportunities to help grow plan participation in various ethnic groups and in rural regions. Participate in-person or virtually in conferences and due diligence meetings with program partners, vendors, and contractors to review and address investment, marketing, and operations performance and activities.
Looking for an outgoing, detail-oriented, creative, communicator to join our team, one of UA's most unique and high caliber departments. The Education Trust of Alaska, Alaska 529, and the UA Scholars Program report to the Chief Treasury Officer in the University of Alaska’s system office. The incumbent will work closely with leadership to promote and enhance the program's mission.
The department administers the single largest program in the system--the Education Trust of Alaska with its over $10 billion 529 education 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) 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 recordkeeping, 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.