Lead Bank is a chartered banking-as-a-service platform for builders and innovators. Despite broader economic headwinds, the continued proliferation of fintech companies and a 20x increase in fintech investment ($20.5 billion in 2020) signals that the market’s interest in embedding financial services products into their offerings is resilient and sustainable. Whether it’s a travel company that wants to offer credit for an expensive trip, a social network that wants to enable in-feed shopping solutions, or an ecommerce platform that wants to provide client rewards cards, the broader tech ecosystem has enjoyed a step-change in the sophistication, variety and complexity of client-facing products they can offer. This means that the underlying infrastructure powering those fintechs needs to evolve to meet these modern demands.
While fintech companies continue pushing boundaries, they have largely accepted that directly integrating with banks is costly, time-consuming and operationally burdensome. This frustration comes in many forms: gaps in technical acumen, product scalability, client risk appetite, and company culture. These gaps clearly illustrate the need for a new paradigm in banking technology.
Lead Bank is bridging those gaps. We see a massive opportunity for a tech-savvy developer-focused bank to augment a sophisticated financial services platform with the compliance, regulatory, capital markets, and legal expertise required to help our clients succeed. Come join us on our journey.
Role Description: As a Project Coordinator, you will play a pivotal role in ensuring an outstanding customer experience for our internal stakeholders and fintech partners. In this role, you will report to the Bank’s Program Management Lead and be responsible for facilitating the planning, execution, and completion of projects within specified deadlines and serve as a liaison between program managers, and other internal and external stakeholders, ensuring effective communication and coordination throughout the program 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 tracking of all Banking as a Service partner onboarding and ongoing program management activities such as open requests, past due items and setting up needed workspaces via GSuites and Asana
- 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.
- Establish and manage customer-specific processes for each project/program.
- Support program managers in partner meetings, including meeting minutes, action item tracking, materials preparation and related logistics.
- Manage all project aspects including scheduling meetings, coordinating logistics, and overseeing team activities to ensure project milestones are met.
- Provide regular project status updates to team members, clients, and senior management, highlighting achievements, challenges, and next steps.
- Actively participate in team initiatives aimed at achieving departmental and company objectives.
Qualifications:
- A bachelor's degree or equivalent
- 0-2 years of project or program management experience
- Financial services experience (either at a financial institution or fintech company) is a plus
- 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
- Have excellent communication skills coupled with a passion for business and technology
- Thrive working in a fluid environment with high autonomy
What we offer:
- At Lead, we design our benefits to support company culture andprinciples, 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, including opportunities 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: $69,000 - $79,000 (SF/Bay Area, NYC, Seattle, LA)
Zone 2: $61,000 - $72,000 (Austin, Boston, Chicago, Denver, San Diego, DC)
Zone 3: $57,000 - $66,000 (Other US Metros)
