Project Management Lead

The Family Security Plan®

About Us
 At The Family Security Plan®, we put people first, both our employees and the communities we serve. We value new ideas, appreciate great work, and believe collaboration is key to doing our best work together. Our culture is inclusive, supportive, and focused on helping people grow.

With over 50 years of experience, our mission is to improve financial wellness in underserved communities through education and affordable insurance solutions. We work closely across teams and with our credit union partners to bring ideas to life, improve how we work, and build solutions that truly make a difference. Here, you’ll have the chance to take ownership of meaningful projects, work with people who care, and grow your career in an environment that supports you along the way.

Position Overview
The Project Management Lead plays a hands-on role in helping teams get projects across the finish line. You’ll work with people across the company to plan, organize, and move important initiatives forward, making sure everyone stays aligned and informed along the way.

This role is all about bringing clarity to complex projects, creating simple processes that work efficiently, and helping teams collaborate more effectively. The ideal candidate is someone who enjoys problem-solving, takes ownership, and drives improvement. We’re looking for an individual who will have a genuine commitment to our core values of Caring, Integrity, Drive, Passion, and Resilience.

You’ll be instrumental in shaping how we manage projects as we grow, while giving leadership a clear picture of what’s happening and what’s coming next.

Key Responsibilities

Leadership & Strategy

• Lead, mentor, and coach a team of Project Managers and Coordinators.
• Build and maintain standardized PMO processes, templates, governance, and workflows.
• Oversee project portfolio prioritization and cross-department resource allocation.
• Partner with senior leadership to ensure alignment between projects and strategic goals.
• Drive PM reporting, project reviews, and post-implementation evaluations.
• Establish portfolio intake, gating, KPIs, risk management, and compliance visibility.
• Develop executive dashboards and scorecards; leverage Earned Value Management and forecasting.
• Champion continuous improvement and raise project delivery maturity across the enterprise.

Project Oversight & Execution

• Direct and manage complex, high-impact projects involving multiple business units.
• Ensure projects meet scope, schedule, budget, and quality standards.
• Proactively identify risks, issues, dependencies, and resource gaps.
• Lead steering committee updates and executive communications for critical initiatives.

Process & Collaboration

• Strengthen collaboration between business, technical, and operational stakeholders.
• Evaluate and implement tools, systems, and processes to drive PM efficiency.
• Maintain operating rhythms (cadence, reviews, retrospectives) and project repositories.
• Support escalations, change management efforts, and adoption strategies.

Qualifications

Minimum Requirements

• 7+ years of progressive project management experience, including 2+ years in a leadership capacity.
• Proven success managing strategic, cross-functional projects in regulated or compliance-sensitive industries.
• Bachelor’s degree in business, Project Management, or related field.
• PMP or CAPM certification required.

Preferred Qualifications

• Experience in financial services, insurance, or similar industries.
• Experience implementing enterprise project management tools and systems.

Skills & Competencies

• Strong leadership, coaching, and influence without authority.
• Exceptional organizational, analytical, and decision-making skills.
• Expertise in portfolio management, KPI design, and executive communication/storytelling.
• Ability to design governance models and project management methodologies.
• Strong collaboration, change management, and stakeholder alignment skills.
• Familiarity with EOS operating practices.
• Excellent written and verbal communication skills.
• Demonstrated integrity, accountability, and alignment with company core values: Caring, Integrity, Drive, Passion, Resilience.