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
***Ideal locations for this role would be around current Filene hubs of Madison, WI, Dallas, TX and Denver, CO. Hiring Manager would be willing to look at someone willing to relocate within 45 days of hire for the role.
Role Responsibilities
Community & Program Management
- Oversee the day-to-day success and impact of The Cooperative Trust, partnering with Filene leadership on financial performance and long-term strategy.
- Lead the design, planning, and execution of engaging Cooperative Trust programming – including Crash events (~4 annually, in-person), Crash Course (~10 annually, virtual), and other initiatives that foster professional growth and connection.
- Continuously enhance community value through innovative ideas, new experiences, and responsive member engagement.
- Serve as the subject matter expert (SME) on emerging professionals, providing thought leadership and guidance for programs designed to support and advance early- to mid-career leaders within the credit union system.
- Support delivery of innovation training sessions, speaking engagements, and exchange visits, as assigned.
- Share best practices and insights from the Cooperative Trust to improve communities throughout the organization (e.g. i2, i3, Think Tank, etc.).
Business Development & Relationship Management
- Identify, cultivate, and secure new partnerships and sponsorships that align with The Cooperative Trust’s mission and Filene’s organizational goals.
- Maintain and strengthen relationships with current sponsors, credit unions, and system partners, ensuring mutual value and long-term collaboration.
- Partner cross-functionally to drive membership growth and retention through community engagement opportunities.
- Collaborate with the EVP and CSEDO to develop and expand consulting services and paid programming related to The Cooperative Trust, leveraging community insights to inform new offerings.
General & Administrative
- 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.
The statements above are not intended to be all-inclusive and other duties will be assigned as needed.
Role Requirements
- Bachelor’s degree in Marketing, Communications, Business Administration, or related field required; or equivalent combination of education and relevant work experience.
- 3-5 years of experience in community engagement, member experience, program development, or related fields.
- Experience creating, coordinating and managing events, both digital and in-person.
- Proven ability to design and execute engaging experiences for diverse audiences.
- Credit union system experience desired, with a deep understanding of challenges and opportunities within the sector. For those without direct credit union experience, interest and excitement to learn a unique and growing industry is a must.
- 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. Experience facilitating groups and delivering presentations or workshops.
- Organizational Skills: Highly organized, detail-oriented, and able to manage deadlines and tasks across multiple projects.
- Project Management: Ability to manage multiple tasks simultaneously, prioritize effectively, and follow through with timely communication.
- Collaboration: Ability to work effectively within a team and contribute to a collaborative, results-driven environment. 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.
- Travel expected up to 30% to fulfill the requirements of the role.
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:
$71,700.00 - $107,600.00
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.