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.).
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.
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.
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.
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.
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.
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