Incubation Manager, Filene

TruStage•Madison, WI

1d•$73,100 - $109,700•Hybrid

About The Position

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

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
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
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.
Curiosity: Intellectually curious about credit unions and their members. Enjoy working in a “think tank” environment where ideation, continually embracing change, being restless with the status quo and seeking reinvention is part of the culture. A passion for purpose and precision – including the details.

Nice To Haves

Familiarity with the credit union industry and/or consumer finance preferred.
Familiarity with research tools such as Qualtrics, SurveyMonkey, Excel, or similar platforms preferred.

Responsibilities

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.
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.
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.
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.