Bachelor's degree or equivalent educational background., 2-3 years of project or program management experience., Experience in financial services or fintech industry is a plus., Proficiency with program management tools like Asana, GSuite, or Confluence..
Key responsibilities:
Manage the entire lifecycle of fintech partnerships, including onboarding and offboarding.
Serve as the primary liaison between external partners and internal teams.
Coordinate and lead partnership meetings, track deliverables, and manage action items.
Provide regular project status updates and support other program managers as needed.
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We are building the bank we want to see in the world.
Since 1928, we’ve worked tirelessly to serve as the financial foundation for the most innovative businesses. From our early days supporting local agricultural interests to our industry-leading financial services platform, we are a leading business banking, personal banking, and Banking-as-a-Service (BaaS) partner for builders and innovators.
At Lead Bank, we believe experience is everything. Our executive team, composed of fintech leaders, local banking experts with strong community ties, and senior financial and marketing executives, has extensive experience driving fintech innovation and navigating complex banking regulations. When we say extensive, we mean it: we successfully built one of only a few de-novo banks in the US in the last two decades. This work inspired us to create a technology platform capable of enabling financial services not just for one company, but for everyone.
We’ve worked for years to make this belief a reality, forging a unique blend of talent and culture that combines regulatory expertise with modern technology. Our new Partner Platform provides fintechs and other companies with a seamless, flexible, and secure foundation to create and scale new financial solutions tailored to their customers’ needs.
Today, our mission is to define what’s possible in banking. While we remain committed to Kansas City, we’re dedicated to supporting builders and innovators everywhere with our combination of industry-leading expertise and reliable, resilient technology.
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDICinsured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.
We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.
Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the evershifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone’s money does what it’s supposed to do.
Role Description:
As an Associate Program Manager, you will play a pivotal role in ensuring oversight of and an outstanding client experience for our internal stakeholders as well as our fintech BankingasaService (BaaS) and Payments strategic partners. In this role, you will report to a Senior Program Manager and be responsible for serving as a liaison between other internal or external stakeholders, ensuring effective communication and coordination throughout the partner lifecycle. The key responsibilities of this position include managing multiple tasks, ushering deliverables through to completion, maintaining awareness of the status of program and project milestones and reporting out on status completion.
In this role you will:
Manage the entire lifecycle of relationships with Lead’s highly valued fintech strategic partnerships, including onboarding, ongoing monitoring, and eventual offboarding, under the guidance and direction of Senior Program Managers
Serve as the primary pointofcontact and bridge between external partners and internal teams on all aspects of the relationship
Lead and coordinate external and internal facing partnership meetings, inclusive of taking notes, managing deliverables & action items, ongoing requests and tracking progress of partner implementation
Manage tracking of all partner onboarding and ongoing program management activities such as open requests, past due items, scheduling, setting up needed workspaces using programproject management tools, and upkeeping maintenance
Assist partners with training and any questions, including trouble shooting issues related to Lead’s workspace tools, processes and systems
Facilitate content governance and change management across externalfacing materials, ensuring consistency and maintaining version control
Develop, design and maintain partnership metrics and reporting (including program onboarding status, dependencies or roadblocks)
Communicate project expectations and timelines to all internal stakeholders in a timely and concise manner
Collaborate with internal teams to gather project requirements, define scope, and develop accurate time estimates for deliverables
Demonstrate exceptional organizational skills by effectively prioritizing workloads within and across project teams in a rapidly changing and fastpaced environment
Support other program managers in partner meetings, including taking meeting minutes, action item tracking, materials preparation and related logistics
Provide regular project status updates to team members, clients, and senior management, highlighting achievements, challenges, and next steps
Participate in and complete other tasks, projects and team initiatives as assigned in between daytoday activities
Qualifications:
A bachelors degree or equivalent
23 years of project or program management experience
Financial services experience (either at a financial institution or fintech company) is a plus
Comfort with programproject management tools like Asana, GSuites, Confluence, or ability to learn new systems and team workflows quickly
Excellent technical troubleshooting and process implementation skills
Ability to plan, set priorities, organize, and coordinate work with others.
Be actionoriented, with strong organization skills and attention to detail
Be client obsessed and have a desire to deliver high customer service to team members and candidates
Extremely adaptable to change
Have excellent communication skills coupled with a passion for business and technology
Thrive working in a fluid environment with high autonomy with the self motivation to ask questions and problem solve