Team Lead, Client Relationship Management

Position Overview:

We are seeking a dynamic individual with a strong background in Relationship and Account Management to fill the role of Lead Program Manager at Galileo Financial Technologies. This individual must be an awesome human with a zest to serve the client everyday. As the voice and advocate for internally managed fintech programs, you will play a crucial role in optimizing program performance, ensuring compliance, and delivering an exceptional customer experience. The ideal candidate will possess a blend of relationship-building expertise, fintech and retail banking compliance,, technical aptitude,  leadership qualities, and a deep understanding of the fintech landscape.

Responsibilities:

Leadership

• Foster growth within the team, instilling a proactive, results-oriented culture
• Be able to step into a leadership role over time and assist in the professional development and growth of the existing team members.
• Provide leadership and guidance on critical decision-making processes, to include identifying issues and driving problem-solving, especially in resource-constrained and a time-sensitive environment

Relationship Management:

• • Build and nurture relationships with Marketing Partners, Issuing Banks, and third-party collaborators.
  • Foster connections with cross-functional teams within Galileo, including Operations, Product, and Treasury.

Program Management:

• • Oversee Galileo’s portfolio of programs, ensuring adherence to bank compliance, managing product and marketing updates, and implementing new features.
  • Responsible for designing, implementing, directing and overseeing monitoring of Money programs for adherence to policies, procedures and regulations.
  • Elevate Program Management within the organization.
  • Lead meetings with business development and technical project teams with clients. 
  • Foresee potential challenges, devise proactive solutions, and maintain an environment where informed, quick decision-making is the norm. 
  • ACH and payment system process management and system configuration (processing, returns, stop pays, etc.)

Project Leadership:

• • Manage program-related technical and non-technical changes.
  • Run small projects to enhance program efficiency and effectiveness.
  • Reporting/Forecasting and operational dashboard design, implementation and monitoring.
  • Project accountability, tracking and management.

Innovation and Decision-Making:

• • Influence decision-making using data and innovation to drive continuous improvement in program management.
  • Solve problems, address inquiries, and handle escalations with a proactive and ownership-oriented approach.
  • Implement internal processes and best practices for the Program Management team to improve our efficiency as we grow.

Onboarding and Direction:

• • Lead the onboarding process for new fintech partners, providing guidance within Galileo, to issuing banks, payment networks, and marketing programs.

Compliance and Documentation:

• • Ensure understanding and adherence to regulatory and compliance rules governing the fintech space.
  • Document and build processes and procedures to maintain transparency and consistency.

Communication and Influence:

• • Present complex information, data, and plans clearly and concisely to clients and stakeholders.
  • This role requires agility, foresight, and the strategic business acumen to manage complex technical initiatives from ideation to execution
  • Maintain consistent and transparent communication, ensuring everyone is aligned and informed
  • Strong executive presence and experience advising and interfacing business leadership on technology-related issues, excellent executive-level verbal and written communication

Qualifications:

• • Proven experience in managing relationships, preferably in a financial services context.
  • Exceptional problem-solving capabilities and superior analytical skills
  • Building and managing banking operations and documenting processes. 
  • Familiarity with fintech end-to-end lifecycle for programs is a plus.
  • Previous exposure to regulated processes and highly complex systems.
  • Understanding of how an API works
  • Ability to handle conflict and drive agreement on decisions for which conflicting opinions and input may exist.
  • Ability to identify risks and dependencies and put in place plans to mitigate them.
  • Comfortable working in a dynamic, ever-changing environment with a sense of urgency.
  • Ability to rapidly pivot with shifting priorities

Skills:

• • Strong analytical skills and critical thinking abilities.
  • Exceptional customer skills and effective communication capabilities.
  • Ability to lead and influence teams, particularly in a card program management setting.
  • Proficiency in software development tools (e.g., JIRA, Confluence) and methodologies

Education:

• • B.A. or B.S. degree in a related field (Business, Information Systems Management) is preferred but not required.
  • Equivalent experience in the fintech industry will also be considered.

Personal Attributes:

• • Committed, flexible, and able to maintain high productivity with minimal supervision.
  • Enjoy working with diverse mindsets
  • Enthusiastic about working in a team environment and passionate about Fintech and the SoFi/Galileo mission.
  • Demonstrated ability and desire to learn new technologies and tools.
  • A great human being with a can do attitude, reflective, and open to whatever the day may bring. 

If you are ready to lead and innovate in the dynamic world of fintech, we invite you to apply for this exciting opportunity. Join us in shaping the future of financial technology at Galileo Financial Technologies.