Consultant II, Programs (Hybrid)

Posted 3 Days Ago
Be an Early Applicant
Madison, WI
In-Office
104K-156K Annually
Senior level
Fintech • Insurance • Financial Services
The Role
Lead planning and execution of retention and optimization programs for the credit union marketplace. Assemble cross-functional teams, define objectives and success measures, manage change, and translate initiatives into deliverables for sales and partners.
Summary Generated by Built In

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

Job Purpose:

This position is in the direction of the business Leader, this role is responsible for the planning and execution of retention and optimization activities with sales into the credit union marketplace. This position will lead the functional initiatives from initiation through implementation and stabilization by collaborating with business partners to define objectives, success measures, and roles and responsibilities. The Program Manager will work with multiple cross-functional teams to achieve success. 

 

Job Responsibilities:  

  • Responsible to participate in, influence and lead the group execution of Business initiatives related to retention and optimization into the credit union marketplace 
  • Proactively assess and monitor relevant credit union marketplace trends; bring new ideas, assess opportunities and develop roadmap of how to further elevate our marketing through credit unions 

  • Build consultative working relationships with internal and external business partners; challenge business assumptions and establish an effective fact-based decision-making process 

  • Utilize effective project management, business process management, team building and change management to execute and achieve business results 

  • Assemble and lead cross functional teams, as needed, to accomplish business objectives. Team composition and duration will vary depending on Specific Business area program initiative requirements 

  • Collaborate with business partners to define objectives, success measures, and roles and responsibilities for on-going success 

  • Translate initiatives into deliverables for our sales team and credit unions for on-going success of business area programs 

 

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. 

 

Job Requirements: 

  • Bachelor's Degree in business, marketing or related field required. Advanced degree preferred. Or equivalent work experience. 
  • 8 years related experience 

  • 5 years+ experience in financial services or affinity marketing 

  • 5 years+ experience effectively leading teams or projects with significant change impact, multiple dependencies within and across organizational boundaries 

  • Proven ability to lead and direct in a matrix environment, including the leadership of cross-functional teams, to produce results 

  • Strong ability to influence at multiple levels within the organization and demonstrated ability to collaborate with others 

  • Demonstrated ability to achieve positive results through influence, negotiation and change management 

  • Strong organizational, planning, and time management skills; strong problem-solving skills. 

  • Knowledge of the business, appetite to learn, general business acumen 

Preferred Qualifications:

  • Technical background
  • Knowledge of insurance products

#LI-LT

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 matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

 

Base Salary Range:

$104,200.00 - $156,300.00

 

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

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The Company
HQ: Madison, WI
3,634 Employees

What We Do

We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.

In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.

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