Core Conversion Project Manager

WHO We Are

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice!

WHAT You’ll Do

• Support the latter stages of the acquisition due diligence process and collaborate with internal partners to ensure a smooth transition into the conversion lifecycle.
• Lead the end-to-end planning and execution of core banking system conversions from acquired credit unions to the Self-Help core platform.
• Organize and lead the cross-functional conversion team, ensuring SME representation from areas including Legal, Human Resources, Accounting, Retail Operations, Compliance, Marketing, Internal Audit, Training, IT/IS, Facilities, and Member Support Services.
• Define project scope, requirements, resources, timelines, and milestones to ensure effective lifecycle management from planning through post-conversion review.
• Facilitate recurring project meetings, provide status updates, and communicate risks, dependencies, and project impacts to stakeholders and leadership.
• Manage project execution using modern project management tools (e.g., Asana) and maintain comprehensive project documentation and repositories.
• Cook up with legacy technology service providers and Self-Help vendors to facilitate conversion and termination agreements, Statements of Work (SOWs), and resource commitments, and consolidate associated conversion financials.
• Coordinate with legacy technology service providers and Self-Help vendors to facilitate conversion and termination agreements, Statements of Work (SOWs), and resource commitments, and consolidate associated conversion financials.
• Coordinate data mapping, migration, and testing processes to ensure accuracy, quality, and successful system integration.
• Ensure all regulatory and time-based member notifications related to the conversion are completed in accordance with compliance requirements.
• Coordinate training and onboarding support to ensure accreted employees receive the necessary system and process training.
• Develop and execute the detailed Day-Of conversion plan, ensuring all tasks, roles, and contingencies are clearly defined and managed.
• Identify project risks, develop mitigation strategies, and resolve issues to maintain project timelines and successful outcomes.
• Ensure appropriate compliance and legal review occurs throughout the project lifecycle.
• Conduct post-conversion analysis and lessons-learned reviews to support continuous improvement in the conversion process.
• Develop and present project plans, status reports, and key deliverables to stakeholders and leadership as needed.

WHAT You’ll Need

• Bachelor’s degree or equivalent related experience.
• 4 years of direct experience leading core system conversion projects, utilizing structured project management methodologies and best practices.
• Project Management certification (e.g., PMP) preferred but not required.
• Experience working within a fast-paced credit union, bank, or other financial institution, preferably within a large or multi-location environment.
• Strong working knowledge of banking operations, core systems, and related financial software applications.
• Working knowledge of IT security and financial institution data processing systems.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Excellent verbal and written communication skills.
• Strong analytical and critical thinking skills.
• Able to understand complex information and assess business requirements.
• Solid leadership skills and the ability to interface and communicate effectively at all levels.
• In depth technology skills including deep knowledge of business software applications and the ability to quickly learn new applications, use of MS Project, MS Office and Visio.
• A flexible approach to work and the ability to adapt to changing business needs.
• The ability to work within budget limits.
• Excellent time management skills and the ability to meet deadlines.
• The ability to demonstrate Self-Help's Core Values Mission Before SelfService With ExcellenceEmbracing & Promoting ChangeResults Not CreditDiversity as a StrengthFinancial Sustainability for Mission Impact