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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in program and project management within the fintech and credit union sectors, with a strong focus on stakeholder engagement, test design, and data analysis. Proven ability to manage multiple projects and foster relationships with external partners while adhering to strategic objectives and timelines.
Highest-signal resume keywords
Program ManagementStakeholder EngagementTest DesignData CollectionProject Management Tools
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 ManagementProject ManagementTest DesignData AnalysisVendor PartnershipsProduct ImplementationSystems ImprovementFinancial Services ExperienceInnovation ManagementCredit Union Industry Knowledge
Soft Skills
Strong Communication SkillsFacilitation SkillsIntellectual CuriosityAdaptabilityRelationship Building
Tools & Technologies
SmartsheetAsanaJiraProject Management Tools
Industry Keywords
FintechCredit UnionInnovationProgram DeliveryParticipant Engagement
About the role
Key responsibilities & impact- Lead day-to-day execution of assigned fintech tests from selection through published findings
- Establish test scope, approach, and desired outcomes with the Director, Fintech Innovation Programs
- Serve as primary contact for participating credit unions from recruitment and onboarding through implementation, data collection, and results
- Maintain participant engagement and resolve obstacles
- Manage fintech partner relationships, including diligence, contracting, preparation, implementation, and completion
- Facilitate cohort sessions for participating credit unions
- Partner with the research lead on test design, data collection, analysis, and synthesis of findings
- Apply and improve FiLab testing standards, tools, processes, and practices
- Coordinate activity across the active testing portfolio
- Track milestones, dependencies, deliverables, timelines, risks, conflicts, and resource needs
- Coordinate contractors and vendors supporting test execution and program delivery
- Maintain project documentation in accordance with Filene standards and systems
- Support fintech application and selection cycles and prepare finalists for Filene’s annual Symposium
- Scout emerging solutions aligned with innovation priorities and credit union needs
- Contribute test and participant insights to future pipeline development
- Support Filene’s strategic objectives, plans, budgets, metrics, culture, and stakeholders
- Manage multiple projects and shifting priorities while meeting deadlines
Requirements
What you’ll need- Bachelor’s degree in business, technology, innovation, communications, or a related field required
- 4+ years of progressively responsible experience in program or project management, innovation, vendor partnerships, product implementation, or related discipline required
- Experience in financial services, innovation, FinTech, or the credit union industry preferred
- Proven ability to manage multiple concurrent programs involving external participants
- Experience building or improving systems for tracking and coordinating work
- Familiarity with Smartsheet, Asana, Jira, or similar project management tools
- Proven ability to build and maintain trusted relationships with internal and external stakeholders, including senior leaders
- Experience coordinating external partners through onboarding, diligence, contracting, implementation, and ongoing delivery
- Experience partnering with researchers or subject-matter experts on test design, data collection, and analysis
- Strong written and verbal communication skills
- Experience facilitating group sessions with senior stakeholders
- Intellectual curiosity about credit unions and their members
- Ability to work in a think tank environment and embrace change, ideation, and reinvention
- Passion for purpose and precision
- Ability to travel up to 15%, including 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
- Flexibility to work in a preferred location
- Technology and other tools supporting hybrid working