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Associate, Program Team
at Center for Financial Services Innovation
Chicago , IL

Associate, Program Team
at Center for Financial Services Innovation
Chicago , IL

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Associate Program Team


The Center for Financial Services Innovation (CFSI) is the nation’s authority on consumer financial health. CFSI leads a network of financial services innovators, helping them develop and provide high-quality products and services that better meet the needs of consumers – especially those who are struggling. CFSI informs, advises, and connects its network to seed the innovation that will transform the financial services landscape. With offices in Chicago, New York, San Francisco and Washington, DC, CFSI is a fast paced, entrepreneurial and highly collaborative environment, seeking people who share our values:

  • Innovation
  • Passion
  • Excellence
  • Impact
  • Directness
  • Diversity, Equity and Inclusion


The Program Associate will be part of the Program Team, a cross-functional team that drives CFSI’s thought leadership and research, our consulting services, and our work to seed innovation. The Program Manager 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. 



Chicago 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 CFSI’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 CFSI 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 CFSI’s mission in advancing consumer financial health
  • 2-5 years of 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)





Minimum 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 CFSI. Please submit a compelling cover letter and resume with your application. A writing sample will be required for applicants who are invited to interview. The Center for Financial Services Innovation is an equal opportunity employer. We provide equal opportunity employment to all individuals regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.


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