Associate, Program Team (Innovation/Fintech, Consulting, Research)

  • Financial Health Network
  • Chicago, IL, USA
  • Jun 12, 2019
Full time Research

Job Description

The Financial Health Network (formerly the Center for Financial Services Innovation) is the leading authority on financial health.  We envision a future where all people, especially those who are most vulnerable, have the day-to-day financial systems they need to be resilient and thrive.  We are a trusted resource for business leaders, policymakers and innovators united in a mission to improve the financial health of their customers, employees and communities.  Through groundbreaking research, advisory services, measurement tools, and opportunities for cross-sector collaboration, we advance awareness, understanding and proven best practices in support of improved financial health for all.   

SCOPE OF ROLE                                        

The Associate will be part of the Program Team, a cross-functional team that drives Financial Health Network’s thought leadership and research, our consulting services, and our work to seed innovation. The Associate must be an independent problem solver, a creative and analytical thinker and communicator, a skilled relationship manager, and a strong task manager with the ability to participate in multiple projects simultaneously with a high degree of excellence.  

LOCATIONSChicago or New York 


Research, Consulting, and Innovation

  • Structures analysis with limited help to research and share insights on consumer financial health
  • Participates on a team to advise clients to design, launch, and grow high-quality sustainable financial products that improve consumer financial health.
  • Participates in the development of drives Financial Health Network’s perspective on key areas of focus

 Project Management

  • Manages assigned tasks and projects from start to finish using project management tools and strong communication to successful completion
  • Collaborates closely with staff across Financial Health Network and participates on project teams

 Relationship Management and Business Development

  • Participates in the management of  member relationships to drive action on Financial Health
  • Surfaces and participates in the development of consulting, grant and/or sponsorship business opportunities
  • Quickly build trust and credibility with a range of external stakeholders such as financial services providers, research partners, and other collaborators


  • Commitment to drives Financial Health Network’s mission in advancing consumer financial health
  • 2-5 years of fintech, consulting or research experience, and exceptional project management experience in the financial services industry or related industry
  • Relationship management skills working with large financial institutions, credit unions, nonprofit organization, and/or start-ups
  • Superior organizational, project and time management skills with strong attention to detail and deadlines
  • Strong and efficient writing skills; ability to quickly synthesize data and present succinct, cogent arguments verbally and in writing
  • Strong communication, presentation and facilitation skills
  • High degree of flexibility to work in an innovative, fast-paced environment and readily embrace change
  • Entrepreneurial spirit with the ability to work independently and collaboratively, productively engaging with others at all levels within and outside the organization
  • Ability to commit to up to 10% domestic travel, with occasional evening meetings (1-2/month)


Bachelor’s degree required, Graduate/Master’s a plus. 


Our mission is very important to us, and we would like to know why you would like to be a part of Financial Health Network. Please submit a compelling cover letter and resume with your application. A writing sample may be required for applicants who are invited to interview. Financial Health Network is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability or protected veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.