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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in program leadership and innovation within the financial services and FinTech sectors, with a strong ability to manage relationships and deliver results through effective testing methodologies and stakeholder engagement.
Highest-signal resume keywords
Program LeadershipFinTech Testing ManagementStakeholder Relationship ManagementFinancial Services ExpertiseCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Program ImplementationTesting Methodology ImprovementData AnalysisPerformance EvaluationResource AllocationProject ManagementTest DesignPortfolio ManagementCohort Launch ManagementContracting
Soft Skills
Leadership Without AuthorityDecision-MakingFacilitation SkillsIntellectual CuriosityAdaptability
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
FinTechCredit UnionFinancial ServicesInnovationPartnerships
About the role
Key responsibilities & impact- Lead delivery of Filene’s fintech testing work with credit unions
- Oversee Filene’s fintech testing portfolio and accountability for every test
- Manage tests from cohort launch through field execution and final reporting
- Partner with Filene’s research lead on analysis and reporting
- Bring credit unions into test cycles and match them with suitable tests
- Build and maintain relationships with participating credit unions from onboarding through results
- Improve testing methodology and process standards and ensure quality across tests
- Review test plans and secure necessary resources
- Direct test leads and source contracted support
- Run the annual fintech application and selection cycle
- Lead outreach to source applicants and facilitate a credit union executive selection committee
- Help shape fintech scouting priorities and identify suitable solutions
- Manage fintech partners through diligence, contracting, testing, and reporting
- Build relationships with solution providers, investors, and industry contacts
- Lead, manage, and develop Incubation team members as assigned
- Model Filene Credo and support organizational culture
- Support Filene’s strategic objectives, plan, budget, and metrics
- Provide service to Filene staff, members, and stakeholders
- Engage with Filene’s research and advisory programs to connect member needs with solutions
- Manage multiple projects and shifting priorities to meet deadlines
Requirements
What you’ll need- Bachelor’s degree in business, technology, innovation, or a related field required
- 7+ years of progressively responsible experience in program leadership, innovation, partnerships, product implementation, or related discipline required
- Experience in financial services, innovation, FinTech, or the credit union industry preferred
- Deep understanding of challenges and opportunities within the financial services, FinTech, or credit union sector preferred
- Interest and excitement to learn the credit union industry for candidates without direct credit union or CUSO experience
- Experience setting direction for work performed by others and maintaining accountability for outcomes
- Ability to lead without formal authority
- Ability to navigate competing priorities and make clear decisions
- Ability to align internal and external contributors around shared expectations, timelines, and results
- Proven ability to manage a portfolio of active programs
- Ability to establish priorities and sequencing, allocate resources, and set consistent execution standards
- Ability to build systems and processes to coordinate growing work
- Experience evaluating pilot or program performance
- Experience partnering with researchers to design tests, assess results, and generate actionable insights
- Experience building and managing relationships with multiple stakeholders, including fintech partners, contracted resources, and senior leaders
- Strong verbal and written communication skills
- Ability to communicate complex information clearly to varied audiences
- Ability to facilitate groups in in-person and virtual settings
- Intellectual curiosity about credit unions and their members
- Ability to work in a think tank environment embracing ideation, change, reinvention, purpose, and precision
- Travel expected up to 25%, including two annual in-person events, industry conferences, and client visits
- Resume required to apply
Benefits
Comp & perks- Annual incentive (bonus) plan may be available
- Medical insurance
- Dental insurance
- Vision insurance
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- Paid time off
- 401k
- Tuition reimbursement
- Flexible workplace and work-life balance
- Career growth
- Retirement assistance
- Workplace flexibility and technology/tools supporting hybrid working
- Application or interview process accommodations