Principal, Portfolio Integration Experience - Remote

Join the People Helping People

PSCU/Co-op Solutions is now Velera! PSCU and Co-op Solutions became a single entity on January 2, 2024, and our new company name was announced on May 7, 2024. Our new brand represents our combined company’s shared mission and unique ability to drive velocity and positive momentum for credit union success in a new era of financial services.

The Principal, Portfolio Integration Experience (PIE) office supports the strategy, execution and delivery of the new product roadmap, the product migrations and platform strategy. This role will be accountable for the overall program management of the PIE initiatives and will act as a strategic partner to the SVP, PIE turning their vision of the program into reality. The incumbent will partner with a group of cross-functional stakeholders to steer, govern and coordinate product migrations. This role will support the PIE team with meeting preparation, analysis, problem solving, identifying system and product dependencies, timelines and program insight preparation. This position will manage the IMO tool and prepare standard reporting to drive the overall execution of the PIE team, understanding and communicating the dependencies of the stakeholders, and the overall impact of the product migrations, to the financial institutions. Incumbent will ensure the coordination of product migrations, evaluating processing platforms for solutions and manage dependencies across Velera to ensure the migrations of products occur on time and on budget. This will include building cross functional teams and relationships while trying to minimize client disruption by identifying and communicating any gaps and operational excellence while the portfolios and platforms are migrated. Assist with understanding client expectations, past experiences, product features and education of gaps products and process. Will work with a cross functional team to identify gaps and differences with various platforms, process, product (i.e. billing, reports, disputes, online banking and core systems).

Program Management

• Identifies strategies and coordinates teams to identify complex issues, brings together initiative owners to solve complex issues, challenges

• Decision maker within the PIE

• Coordinate the product clusters with initiative owners ensuring all internal teams have awareness and understanding of the status, impacts and timing

• Plan complex product migrations and programs with enterprise, cross-functional, and strategic impact for Velera and it’s financial institutions

• Drive execution working closely with the leadership, sponsor, core team, and SMEs through project initiation through implementation and transition to BAU

• Understand the issues, identify the root cause, frame resolution options, articulate the findings in an actionable way, and drive the decision with the relevant stakeholders

• Provides program management of the overall migration effort related within the IMO, working in conjunction with leaders, initiative owners and other stakeholders

• Project and Program Management · Plan complex product migrations and programs with enterprise, cross-functional, and strategic impact for Velera and its financial institutions

Business Analysis

• Drive the problem solving of cross-functional issues, weighing the input of various stakeholders, and keeping in mind the overall initiative goals

• Manage risks, issues & dependencies, bringing appropriate stakeholders together to determine and detail solutions; then follow through on tracking and managing resolution.

• Work with the cross-functional stakeholders to facilitate prioritization and business decisions

• Manage overall program budget.

• Create metrics and dashboards to track program objectives and measure impact

• Identify, communicate and clear roadblocks that could cause migration delays

• Ability to bridge across multiple, often interdependent, initiatives to manage to net financial outcomes (both savings and investments) and to highlight and manage dependencies

Communications and Change Management

• Effective communicator with sufficient business acumen and operational experience to advise and influence the cross-functional team and update the leaders within the IMO

• Understand and utilize change management principles and best practices

• Report status by providing periodic updates, highlighting risks, issues, and concerns Identify dependencies on products, process, and settings across Velera

• Manage and align stakeholder expectations within and/or across functions

Administrative

• Serves as the IMO Tool point of contact for the PIE team, creating and managing updates and dependencies

• Prepares materials for ongoing PIE meetings

• Tracks action items and timelines and ensures follow up on outstanding items

• Perform other duties as assigned.

Qualifications

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

$126,600.00

to

$164,600.00

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 and the "EEO is the Law" Poster Supplement. 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 (English and Spanish). For information regarding your Right To Work, please click here (English and Spanish poster).

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