Collaborate with the Incubation team to design and carry out FiLab test projects.
Manage the full lifecycle of multiple innovation tests - from planning and budgeting to implementation and delivery of results.
Support the development of tools and processes that ensure testing is thoughtful, efficient, and replicable.
Create and implement feedback mechanisms such as surveys and data collection instruments to support learning and evaluation.
Assist in synthesizing and communicating insights from FiLab projects to drive industry-wide impact.
Align work with Filene's project management standards and tools to ensure smooth coordination and documentation.
Filene i3 Innovation Program
Facilitate Filene's i3 program through coaching, workshop delivery, and innovation content support.
Provide consistent communication and support to i3 participants throughout their innovation journeys.
Coordinate logistics and contribute to a high-quality program experience that builds innovation capacity across the credit union system.
Partner Engagement
Engage Filene's network to help recruit credit unions and partners for FiLab testing and i3 participation.
Represent Filene in meetings, webinars, and industry events to strengthen relationships and promote our work.
Communicate Filene's mission and innovation initiatives to external audiences in a clear and compelling way.
General & Administrative
Model Filene Credo and play a key role in maintaining the culture of the organization through personal and cross-functional accountabilities.
Actively support the achievement of Filene's strategic objectives, plan, budget, and metrics in a manner consistent with Filene's mission, values, and brand.
Provide extraordinary service to Filene's staff, members, and stakeholders.
Understand and engage in Filene's complete body of work including research and advisory programs to connect member needs with Filene solutions that can best meet those needs.
Prioritize and manage workload across several projects simultaneously, demonstrating the ability to shift gears when necessary to meet key deadlines.
The statements above are not intended to be all-inclusive and other duties will be assigned as needed.
Role Requirements
Bachelor's degree in Social Science, Business, Communications, Research, or related field required.
3-5 years of relevant experience in innovation, product testing, program management, or applied research; Familiarity with the credit union industry and/or consumer finance preferred.
Project Management: Ability to manage multiple tasks simultaneously, prioritize effectively, and follow through with timely communication.
Program Evaluation: Experience designing and executing program or product evaluations, including survey design, qualitative and quantitative data collection, and analysis; Familiarity with research tools such as Qualtrics, SurveyMonkey, Excel, or similar platforms preferred.
Training: Proven ability to deliver training and implementation support to a wide range of stakeholders, including external partners; Experience facilitating groups and delivering presentations or workshops.
Organizational Skills: Highly organized, detail-oriented, and able to manage deadlines and tasks across multiple projects.
Collaboration: Ability to work effectively within a team and contribute to a collaborative, results-driven environment.
Communication: Strong verbal and written communication skills. Ability to present ideas clearly and concisely to a variety of audiences. Ability to develop comprehensive written reports and documents.
Interpersonal Skills: Confidence working with internal and external partners, including senior credit union leaders and cross-functional teams.
Travel expected up to 10% to fulfill the requirements of the role.
If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information m
Additional Information
At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Trustage · Dallas, TX