Fintech Partnerships Lead

Fintech Partnerships Lead – UFCU

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Job Summary

The Fintech Partnerships Lead supports UFCU’s fintech and innovation agenda by managing key partnerships, pilots, and fintech ecosystem engagements. Reporting to the Director, Fintech Strategy & Partnerships, this role focuses on execution, coordination, and relationship management across the fintech portfolio. This role works closely with Product Owners, Researchers, and cross‑functional partners to ensure fintech collaborations are well‑integrated, efficiently delivered, and generate measurable value for members.

It bridges external innovation with internal experimentation by coordinating fintech engagements, aligning pilot planning with member research, and tracking results to support decision‑making. The Fintech Partnerships Lead also engages within the broader fintech ecosystem, including accelerators, investment networks, and peer credit unions, to identify emerging opportunities that align with UFCU’s strategic goals.

About UFCU

Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures. In Pursuit Of Our Aspiration That UFCU Is Loved By Millions Of Members And Built To Thrive For Generations, We Are Guided By Our Values:
Purposefully Member‑Obsessed, Possibilities Reimagined, Performance Excellence Rooted in Unwavering Integrity.

Essential Functions Fintech Relationship and Portfolio Management

• Manage day‑to‑day relationships with fintech partners, ensuring alignment with UFCU objectives and member experience priorities.
• Coordinate onboarding, integration, and partnership activities in collaboration with Product Owners, Technology, Compliance, and Operations teams.
• Maintain a comprehensive fintech portfolio tracker that captures partner status, performance metrics, and outcomes.
• Support vendor assessments, due diligence, and risk reviews for new and existing partnerships.
• Serve as the central point of contact between fintech partners and internal stakeholders to ensure coordination and transparency.

Pilot Coordination and Delivery

• Plan and coordinate pilot projects from initiation through completion, ensuring objectives, scope, and milestones are achieved.
• Facilitate internal readiness across business and technology teams for successful pilot launches.
• Partner with the Director, Fintech Strategy & Partnerships to evaluate pilot results and develop recommendations for scaling or next steps.
• Document learnings and process improvements to enhance UFCU’s pilot management framework.

Collaboration with UFCU’s Insights Studio (Research Lab)

• Partner with UFCU’s research team to integrate research, testing, and member feedback into fintech pilots and proofs of concept.
• Work with the Senior Researcher to align pilot timelines with research cycles, usability testing, and validation activities.
• Ensure findings from moderated and unmoderated research are incorporated into pilot planning and partner discussions.
• Coordinate with researchers to translate member insights into actionable design and experience improvements.
• Communicate research‑informed insights and pilot outcomes to internal stakeholders and partners.

Ecosystem Engagement and Opportunity Scouting

• Monitor fintech trends and emerging technologies across key domains such as payments, lending, data enrichment, and member personalization.
• Build and maintain relationships with fintech accelerators, venture partners, and peer credit unions to identify future opportunities.
• Represent UFCU at industry events such as Finovate, Venture Tech, Fintech Meetup, and other related conferences.
• Provide regular updates and insights to the Director, Fintech Strategy & Partnerships and other internal teams.

Cross‑Functional Collaboration

• Collaborate with Product Owners and Project Managers to translate fintech capabilities into member‑facing solutions.
• Partner with Marketing and Communications to support launch announcements,…