Project Coordinator

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri.  Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.

We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.

Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone’s money does what it’s supposed to do. 

Role Description: As a Project Coordinator, you will play a pivotal role in ensuring an outstanding client experience for our internal stakeholders and fintech Banking-as-a-Service (BaaS) and Payments strategic partners. In this role, you will report to a Senior Program Manager and be responsible for facilitating the planning, execution, and completion of projects within specified deadlines. You will also support the team as a secondary 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 projects to improve internal and external processes, advocating for change management, ushering deliverables through to completion, maintaining awareness of the status of program and project milestones and reporting out on status completion.

• Lead and coordinate internal facing partnership projects, inclusive of managing deliverables, ongoing requests and tracking progress of Partner onboarding and expansions 
• Manage reporting and tracking of partner onboarding and ongoing program management activities such as open requests, past due items and setting up needed workspaces via various program and project management tools
• Create and oversee the rollout of Asana spaces to external and internal stakeholders, inclusive of developing processes, rules and workflows, roll out schedules, and training stakeholders 
• Facilitate content governance and change management across external-facing materials, ensuring consistency and maintaining version control
• Develop, design and maintain partnership metrics and reporting (including program onboarding status, dependencies or roadblocks)
• 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.
• 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.
• Develop repeatable and fulsome onboarding program for new team hires 
• Actively participate in team initiatives aimed at achieving departmental and company objectives.

• 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
• Comfort with program/project management tools like Asana, GSuites, Confluence, or ability to learn new systems and team workflows quickly
• Excellent technical troubleshooting and process implementation skills
• Ability to plan, set priorities, organize, and coordinate work with others.
• Be action-oriented, with strong organization skills and attention to detail
• Are 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

• At Lead, we design our benefits to support company culture and principles, 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)

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