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Associate Program Manager

Role overview

Qualifications

  • A bachelor's degree or equivalent
  • 2-3 years of project or program management experience
  • Financial services experience is a plus
  • Comfort with program/project management tools like Asana, GSuites, Confluence, or ability to learn new systems quickly

Responsibilities

  • Manage the lifecycle of relationships with fintech strategic partnerships
  • Serve as the primary point-of-contact between external partners and internal teams
  • Lead and coordinate partnership meetings, managing deliverables and action items
  • Communicate project expectations and timelines to internal stakeholders

Key facts

Other skills

  • Organizational Skills
  • Program Management
  • Detail Oriented
  • Adaptability
  • Self-Motivation

About the company

Lead Bank logo

Lead Bank

Financial Services

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.

Company details

Company typeSME
IndustryFinancial Services
Company size51 - 200

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Job description

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured 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 ever-shifting 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 Banking-as-a-Service (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 point-of-contact 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  program/project 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 external-facing 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 fast-paced 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 day-to-day activities

  • Perform other duties as assigned

Qualifications:

  • A bachelor's degree or equivalent

  • 2-3 years of project or program management experience

  • Financial services experience (either at a financial institution or fintech company) is a plus

  • Comfort with program/project 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 action-oriented, 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

What we offer:

At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life

  • Competitive compensation based on experience, geographic location, and role

  • Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA

  • Paid parental leave

  • Flexible vacation policy, including PTO and paid holidays

  • A fun and challenging team environment in a dynamic industry with ample opportunities for career growth 

*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

*Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

*Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

**Our compensation reflects the cost of labor across several US geographic markets. Pay is based on a number of factors and may vary depending on geographical market location, job-related knowledge, skills, and experience. These ranges may be modified in the future.

Zone 1: $107,174 - $126,087 (SF/Bay Area, NYC, Seattle)

Zone 2: $95,718 - $112,609 (Austin, Boston, Chicago, Denver, LA, San Diego, DC)

Zone 3: $76,684 - $90,216 (Other US Metros)

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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