Join the People Helping People

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.

 Requirements

• 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. 

 Knowledge, Skills, & Abilities

• 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 ma