Chief Strategy & Enterprise Development Officer, Filene na Trustage

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, investment and technology 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

Role Responsibilities

Strategy Execution & Organizational Alignment

• Drive execution of enterprise priorities through integrated planning, performance tracking, and cross-functional collaboration.
• Organize project management processes, align resources, and ensure dependencies are managed effectively.
• Establish operating rhythms, scorecards, and accountability mechanisms to deliver on strategic plans.
• Partner closely with the CEO and Executive Leadership Team (ELT) to create clarity, alignment, and momentum.
• Provide clear, consistent communication of strategy, direction, and results to internal and external stakeholders.

Member Pulse & Advisory Services

• Lead and scale Filene’s Member Pulse fintech product, including staffing and processes that enable customer success and operational excellence.
• Achieve growth milestones: Expand Member Pulse to 20+ credit unions in FY2026 and 30+ in FY2027.
• Deliver Advisory Services revenue targets: $750,000 in FY2026 and $1M+ in FY2027.
• Manage P&L for Member Pulse and Advisory Services, ensuring profitable growth.
• Develop and manage strategic partnerships and fintech revenue-sharing models.
• Provide advisory support to credit union executives, facilitating sessions and representing Filene at external panels and speaking opportunities.

Data & Digital Strategy

• Oversee development and integration of digital and data infrastructure to support B2B marketing, content delivery, and customer engagement.
• Lead execution of Filene’s digital strategy, coordinating multiple cross-functional projects to drive adoption and results.
• Champion innovative, market-facing technologies – including AI – that advance relevance and impact.
• Collaborate with marketing, research, and technology partners to achieve digital engagement goals.
• Ensure sound data governance and strategic use of Filene’s data assets.
• Partner with the Sr. Director, Talent & Strategy to build digital fluency and adoption readiness across teams.

General & Administrative

• Model Filene Credo and play a key role in maintaining the culture of the organization through personal and cross-functional accountabilities.
• Demonstrate visible, values-driven leadership that inspires trust, motivates teams, and develops future leaders while fostering collaboration and accountability across the enterprise.
• 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 required; Master’s degree in business or related field preferred.
• 10+ years of progressive leadership experience in strategy, operations, innovation, customer success, or related fields.
• Proven track record of scaling products or services, leading cross-functional teams, and driving enterprise-level execution.
• Deep knowledge of the credit union industry and its evolving market landscape.
• Familiarity with B2B platforms, digital marketing, fintech solutions, and/or revenue-sharing models.
• Strong background in data analytics, reporting, and digital transformation.
• Travel expected up to 40% to fulfill the requirements of the role. 

Skills & Competencies

• Strategic Thinking: Ability to translate enterprise priorities into actionable plans. Skilled at anticipating market trends, identifying opportunities, and aligning resources to achieve measurable outcomes.
• Execution & Operational Discipline: Proven ability to drive integrated planning, establish accountability mechanisms, and deliver results across multiple projects and functions.
• Communication: Strong verbal and written communication skills. Ability to present complex ideas clearly and persuasively to diverse audiences, including senior executives, partners, and external stakeholders.
• Collaboration & Influence: Skilled at building trust and alignment across cross-functional teams. Confident in engaging senior leaders and external partners to drive shared goals and outcomes.
• Innovation & Market Awareness: Familiarity with B2B platforms, fintech solutions, and emerging technologies (e.g. AI). Ability to champion new approaches that enhance Filene’s relevance and member impact.
• Data Fluency: Experience with data analytics, governance, and reporting. Ability to leverage insights to inform decision-making and measure performance.
• Leadership & Talent Development: Demonstrated track record of developing high-performing teams, fostering digital fluency, and cultivating a culture of accountability and growth.
• Entrepreneurial Mindset: Growth-oriented, adaptive, and comfortable navigating complexity and ambiguity to deliver on ambitious targets.
• 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.

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:

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.