Portfolio Director (Business & Finance)

PUBL EDUC SPEC 4 (004169)

UCPath Position ID: TBD_2844

Position Description History/Status

Approved Date:

1/30/2025 1:16:26 PM

Date Last Edited:

1/30/2025 1:16:22 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

8400O

Organization:

CONTINUING EDUCATION

Division Code:

8420D

Division:

DEAN, UCLA EXTENSION

Department:

570000 - UNEX-BUSINESS, MANAGEMENT AND LEGAL PRGS

Position Details

UCPath Position Number:

TBD_2844

Position Description ID

233641

UC Payroll Title:

PUBL EDUC SPEC 4 (004169)

Business Title:

Portfolio Director (Business & Finance)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 22

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

C: Supervisor - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

41034799

Reports to Payroll Title:

ACAD PRG MGR 1

UCPath Department Head Position Number:

40911804

Department Head Payroll Title:

ACAD PRG MGR 2

DIRECTION - Indicates that the incumbent establishes procedures for attaining specific goals and objectives in a broad area of work. Only the final results of work done are typically reviewed. Incumbent typically develops procedures within the limits of established policy guidelines.

004170

PUBL EDUC SUPV 1

3.0

004168

PUBL EDUC SPEC 3

1.0

004722

BLANK AST 3

1.0

004723

BLANK AST 2

1.0

POSITION SUMMARY

Under the direct supervision of the Assistant Dean of Academic Programs, the Portfolio Director shares academic and administrative responsibility for the development, ongoing evaluation, academic quality and supervision of the courses, certificates, specializations, and xOpen seminars in an academic portfolio. The incumbent monitors changing trends relevant to this portfolio, and forms partnerships to implement area of expertise initiatives. The incumbent will manage the many existing industry relationships with relevant companies and professionals with the primary goal of building offerings and revenue growth for the Division. In efforts to expand and reach underserved communities, responsibilities will include statewide and local outreach efforts.

The incumbent serves as a member of various ad hoc committees and task forces convened at the discretion of the Director and/or the Dean's Office. The incumbent is expected to demonstrate outstanding leadership, excellent managerial and interpersonal skills, and enthusiasm for UCLA Extension's public service educational mission. The incumbent also represents the institution and the portfolio in a number of regional networks and professional associations related to the education field.

Excelling in quality, innovation, and impact, UCLA Extension (UNEX) is one of the top providers of continuing and professional education in the United States, offering programs and classes to more than 50,000 students per year through approximately 4,500 classes and certificate programs to meet the professional development, continuing education, and personal enrichment needs of the full spectrum of traditional, nontraditional, domestic, international, professional, and continuing education students throughout and beyond Los Angeles.

Access, Equity, Diversity, and Inclusion (AEDI) is one of UCLA Extension's guiding principles. We strive to extend access to UCLA, our programs, and services to underrepresented communities and populations, while serving as a model organization for AEDI in the field of continuing higher education. Committed to attracting and retaining diverse staff & instructors, UCLA Extension welcomes your experiences, perspectives, and unique identity.

Academic Program Development & Staff Management

1. Provide academic oversight for course offerings with approximately [xx] annual total enrollments, and approximately [$xx] million in annual revenue.  

2. Develop portfolio offerings (seminars, curses, specializations, certificates and custom programs) in accordance with the requirements of UC statewide, as well as UCLA Extension policies and standards, as well as other relevant state agencies, as applicable. 

3. Plan and promote effectively continuing education programs, courses, seminars throughout the Greater Los Angeles community and through custom-tailored programs designed for a global audience. 

4. Develop strategies to reach and support underserved communities locally and throughout the state.

5. Develop and implement established procedures for maintaining the quality of all continuing education programs, conference/seminar offerings and special programs.

6. Coordinate regular programmatic reviews of courses and certificates in accordance with UCLA Extension policy and procedure. Propose and coordinate revisions to programs as needed.

7. Develop, implement and maintain continuous improvement plans and evaluation metrics for all continuing education programs, including current content, AEDI strategies in teaching, instructor development, and routine data collection from stakeholders (students, instructors, employers, Advisory Boards) to evaluate progress.

8. Maintain programs in accordance with applicable requirements and standards, including appropriate data collection, data analysis, and data archiving.

9. Screen applications, interview candidates, and either make selection decisions or recommend individuals for hire.

10. Train and assign work to new and continuing employees.  Provide guidance on performance standards and University procedures.

11. Independently conduct performance evaluations, including communication with subordinates.

12. Make recommendations for employee incentive awards and salary increases including merits and reclassifications.

13. Determine what discipline should be imposed for subordinates, with authority to apply such, and/or submits/recommends same to higher level management.

40%

Instructor Recruitment

1. Recruit, assist in the selection, and orient a diversified array of qualified instructors for courses and programs, with a focus on instructors who are familiar with AEDI. 

2. Regularly and consistently evaluate instructor performance and provide supervision consistent with meeting departmental and institutional quality, and enrollment goals.

20%

External Relations

1. Develop and maintain positive and productive collaboration with relevant UCLA faculty and administration. Expand the partnerships with the UCLA community, regional networks, and other agencies that seek collaboration.

2. Convene and coordinate advisory board meetings for assigned certificate programs. 

3. Regularly attend outside regional university network and professional association meetings and events related to the portfolio's industry.

20%

Marketing & Promotion

1. Determine new trends and changing educational needs of the communities served by UCLA. Collaborate on the planning, promotion, and marketing of educational programs, courses, seminars and conferences throughout the state to meet those needs. 

2. Coordinate and organize program/departmental promotional and outreach events 

3. Work with the Marketing Department and departmental staff on the development of marketing strategies. Assist in preparing content and creation of marketing assets when consulted.

10%

Budget & Financial Management

1. Manage and maintain portfolio budget with a goal of revenue growth and fiscal viability. Management of fiscal controls, expenditures, and financial/cost analysis for the unit, to ensure achievement of budgetary goals.

2. Participate in the establishment, planning, and organization of long-term strategic enrollment and financial goals for the department.

3. Work on other special projects as assigned or identified by Dean's Office.

10%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Bachelor's Degree

Bachelor's degree in related area and / or equivalent experience / training

Required

And

Master's Degree

Master's degree in relevant field, or equivalent combination of education and relevant industry experience.

Preferred

Experience in program design, implementation, and evaluation of continuing education and professional development programs.

Required

Advanced analytical, problem solving, interpersonal, communication and presentation skills; Excellent oral, written communication and interpersonal skills.

Required

Experience with outreach to, and programming supports for, underserved communities and students.

Required

Ability to develop creative continuing education programs within an entrepreneurial framework in response to changing needs and trends; Advanced knowledge of accredited and / or certificate program instruction and delivery methodologies, the organization, market and business strategies.

Required

Strong communication, interpersonal, and collaborative skills with an ability to relate as peer to faculty, professional associations, community leadership groups, local district, county, and state personnel.  Specific strengths in building partnerships.

Required

Experience in an academic environment; Demonstrates thorough knowledge of the organization's policies and procedures; advanced knowledge of functional area and understands how work impacts UNEX and programs.

Required

Knowledge and facility with computers, leading word-processing and financial management software within an electronic network office environment.

Required

Experience or understanding of distance learning methods and techniques for adult education using online learning formats.

Required

Ability to work successfully with a highly diverse staff and student population.

Required

Experience managing a budget, fiscal controls, and expenditures.

Required

Experience in report writing, proposal and grant writing.

Preferred

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.

Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Non-University Setting(s)

Location:

1145 Gayley Ave. Los Angeles, CA 90024

Standing/Walking

X

Sitting

X

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical skills

X

X

Mental demands other

X

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.