Project Manager, Office of CEO - Remote

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

Reporting to the VP, Deputy Chief of Staff and Corporate Strategy, this position manages high-priority projects and deliverables for key initiatives within the Office of the CEO. This role will track all CEO priorities, manage client follow-ups and escalation issues, prepare executive meeting agendas, briefings, and communications. This individual will drive cross-functional collaboration, ensure follow-through on deliverables, and proactively identify and remove roadblocks. In addition, this position will operate as a central integrator across the Corporate Governance and Strategy team and their initiatives. This individual will act as a trusted advisor to senior leaders, helping to prioritize initiatives, manage competing demands, and maintain operational discipline across the team. This individual works in close partnership with the Executive Administration Operations Manager to ensure seamless coordination, strategic alignment, and effective execution of cross-functional initiatives.

• Executive Support & Strategic Operations
  • Support the Office of the CEO in prioritizing CEO engagements, meetings, and initiatives.
  • Prepare executive briefings, agendas, talking points, and presentations for the CEO.
  • Ensure agendas and materials are prepared for all CEO and Velocity Team meetings; manage calendars and cadence leading up to these meetings.
  • Develop and manage project plans that support the Office of the CEO’s goals and objectives.
  • Monitor team bandwidth and resource allocation; proactively flag risks and recommend adjustments to meet team goals.
  • Perform other duties as assigned to support the CEO and executive leadership.
• Stakeholder Engagement & Communications
  • Draft clear, concise, and compelling communications on behalf of the CEO.
  • Collaborate with internal and external stakeholders to gather input, feedback, and support for CEO-led initiatives.
  • Partner with the Events team to maintain a comprehensive calendar of corporate and CEO events, ensuring the CEO is informed and prepared.
• Strategic Initiatives & Cross-functional Leadership
  • Lead assigned special projects and strategic initiatives, working with cross-functional teams across the organization.
  • Project manage team initiatives, check-ins, and follow-up activities to ensure operational effectiveness and accountability.
  • Serve as a central point of coordination for cross-functional initiatives, ensuring alignment between governance, strategy, board relations, and senior management.
• Governance & Executive Alignment
  • Orchestrate the development, analysis, and reporting of key corporate strategy deliverables for senior management, including Board presentations, memos, pre-reads, and internal briefing documents.
  • Ensure alignment between governance, strategy, and executive leadership priorities.
• Client Growth Support
  • Track and monitor escalated client issues directed to the CEO.
  • Partner with the Growth organization to prioritize resolution activities and ensure timely follow-through.
• Process Modernization
  • Identify and implement process improvements to streamline workflows, reduce friction, and enhance team accountability.
  • Recommend and implement tools or practices that improve operational efficiency and communication across the Office of the CEO.

• Bachelor’s Degree (Business Administration, Marketing, Communications, or similar) required. 
• Master’s Degree (Business Administration, Marketing, Communication,s or similar) strongly preferred.  
•  Five (5) years of related work experience in corporate governance/board relations, strategic planning, marketing, business development, corporate communications, project management or similar required. 

• Demonstrate behaviors based on Velera’s values: Dedication, Collaboration, Belonging, Curiosity, and Integrity.
• Ability to work in fast-paced environment and proactively manage to deadlines throughout the course of the year.
• Ability to manage multiple projects and meet deadlines; ability to develop detailed project plans, or deploy other project management methodologies as appropriate.
• Proven ability to direct projects and influence others outside of this position’s span of control; proven skills in setting objectives, defining critical tasks, giving directives, internal coordination, follow up, and delegation.
• Strong relationship building skills, including the ability to collaborate at all levels within Velera; strong ability to build and maintain partner relationships.
• Ability to communicate effectively in both verbal and written formats and give presentations utilizing various audiovisual support aids.
• Excellent analytical and organizational skills.
• High degree of poise and tact in order to positively represent the company.
• Ability to exercise discretion and good judgment in making decisions.
• Ability to travel as needed to successfully perform position responsibilities.
• Ability to maintain confidentiality of materials handled.
• Ability to be flexible and work under high pressure in a complex environment.

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

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Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

• Competitive wages

• Medical with telemedicine

• Dental and Vision

• Basic and Optional Life Insurance

• Paid Time Off (PTO)

• Maternity, Parental, Family Care

• Community Volunteer Time Off

• 12 Paid Holidays

• Company Paid Disability Insurance

• 401k (with employer match)

• Health Savings Accounts (HSA) with company provided contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

• Mental Health and Well-being: Employee Assistance Program (EAP)

• Tuition Reimbursement

• Wellness program

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.