VP/SVP, Enterprise Salesforce Technology
City National Bank
Los Angeles, California

City National Bank's mission is to provide the ultimate banking experience for successful entrepreneurs and professionals through an uncommon dedication to extraordinary service, proactive advice and total financial solutions. City National started with a basic premise: Business is personal.

With $47.9 billion in assets, City National Bank offers a full complement of banking, investment and trust services through 71 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, and Washington, DC. 

In addition, City National and its investment affiliates manage or administer $67.5 billion in client investment assets, including $50.3 billion under direct management.  For the 15th consecutive year, City National Bank was ranked as one of the nation’s top wealth managers by Barron’s in its Sept. 27, 2015 issue.  It has an established relationship with many entertainment industry clients, and deals with many exclusive and premier clients from various media, including television, film, theater and the arts, leading it to be nicknamed in some circles, “the bank to the stars."

On November 2, 2015, City National completed its merger with Royal Bank of Canada (RBC), Canada's largest financial institution with more than $1 trillion (CAD) in assets. RBC's U.S. Wealth Management unit administers more than $264 billion (USD) in assets for approximately 330,000 households in the United States. The combination leverages City National's private and business banking platform with RBC's U.S. Wealth Management unit to better serve clients. Together, City National and RBC expect to create North America's premier private and business bank. City National will continue to operate under its current name for now and serve clients with the same team of colleagues. The bank will remain headquartered in Los Angeles and, as a bank, will be regulated by the same federal agencies that oversee it today.

City National Bank’s Information Technology Environment

The VP/SVP, Enterprise Salesforce Technology reports to the SVP of Development Services, whose scope encompasses various enterprise technology areas including software development, enterprise data management, business intelligence, international systems, workflow development, UX, QA, and the development team for City National owned accounting software company - Datafaction (www.datafaction.com).

In 2017, City National Bank completed the enterprise implementation of Salesforce Sales Cloud as its new CRM platform and followed up with its Service Cloud implementation in 2018.

The Position: VP/SVP, Enterprise Salesforce Technology

The VP/SVP, Enterprise Salesforce Technology will lead a team of internal and external resources on the continued maturity of the mission-critical implementation of Salesforce across the enterprise.  Direct line staff include two Salesforce architects, two senior developers, and two Salesforce administrators, along with multiple user support and functional resources.

The VP/SVP, Enterprise Salesforce Technology is responsible for developing and leading the strategy, technical program management, architecture, configuration, and successful operation and ongoing enhancements of City National's enterprise Salesforce platform, along with a business program management counterpart for the ongoing maturity and execution of the business roadmap.  The primary duties of this position include management and architecture, design, and delivery of solutions within the organization's Salesforce platform in alignment with the Sales/CRM, Service and Marketing roadmaps.

This position requires significant use of initiative and independent judgment in managing the direction, roadmap initiatives and technical operations, collaborating with the stakeholders from City National's business units, as well as external consultants, third-party vendors, and Salesforce.

The VP/SVP of Enterprise Salesforce Technology will:

  • Lead the team responsible for strategic direction and operational support of City National's Salesforce platform to ensure it is run and maintained in keeping with industry standards and best practices.
  • Provide project and program technical leadership for the Bank's continued maturity of the enterprise wide implementation of Salesforce,
  • Design the architecture and data integration strategy for Salesforce.
  • Establish and maintain key relationships with the Enterprise Sales, Service, Marketing and Digital program and business stakeholders including the Business Program Manager to align technology strategy with institutional and business goals.
  • Provide technical and functional expertise relevant to the Salesforce platform including Shield, Einstein, Wave, and associated Appexchange apps pertaining to their capabilities and technologies relevant to industry trends in AP/ML as well as their applicability to City National.
  • Provide oversight to the business stakeholders regarding Salesforce solution architecture, design, configuration, and implementation.
  • Oversee ongoing enhancements within an agile or iterative SDLC methodology by aligning and prioritizing development tasks with business needs.
  • Manage related technical environments, including oversight of ongoing development activities and system administration. Oversee migration of code and configurations across development and production environments, including planning, testing, and change management.

Provide direct management of the activities of the Salesforce technical team.  Coach and mentor, support professional development, supply opportunities to improve skills and technical knowledge, and provide regular feedback about progress.

Required Education:

  • Bachelor’s degree.

Required Leadership Competencies:

  • A minimum of seven (7) years of relevant, IT experience with a focus on management of Salesforce platform.
  • Minimum five (5) years of previous direct supervisory experience required.
  • Minimum five (5) years of hands-on experience with Salesforce.
  • Minimum three (3) years of experience working in a large Bank or Financial Institution (more is preferred).
  • Masters in Computer Science preferred.
  • Required supervisory experience should include experience managing performance management process for direct reports, providing career development advice and counsel, and providing technical program management leadership.
  • Prefer five plus (5+) years of experience managing the full software development lifecycle (SDLC).
  • Able to quickly connect business requirements with the functional capabilities of the application, fit-gap analysis, as well as as-is and to-be business process designs.
  • Strong experience collaborating with stakeholders on business process enhancements and requirements.
  • Excellent leadership skills required, as well as demonstrated experience in team management.
  • Strong business partner/customer focus, with a consultative, collaborative, client-service and team-oriented style.
  • Experience in effectively managing relationships with internal business partners, service partners, and vendors.
  • Financial discipline, including budget and investment planning and ongoing management of financial performance to plan for operating expenses and projects.
  • Excellent verbal, written, and interpersonal relationship building skills.
  • Must be able to envision and articulate a compelling future for the business and to present and discuss strategies and technical information in a matter that establishes rapport, persuades others, and establishes understanding—for both technical and nontechnical audiences.
  • Ability to combine strategic business and technical direction and translate concepts into actionable implementation plans.
  • Experience with technical management, including staffing, training, coordinating, organizing, monitoring, and coaching technical employees. Ability to inspire technical people to achieve outstanding results.
  • Preferred candidate will be highly professional, motivated, and self-driven.


This is an extraordinarily exciting time to be part of City National Bank.  Long known as the largest commercial bank headquartered in Los Angeles, and respected for its superior treatment of its clients, the 2015 merger with RBC provided an opportunity for the IT organization to take its high performance to the next level.  With RBC’s investment, City National’s IT leadership team has an opportunity to leverage technology solutions more often associated with banks many times the size of City National, and to be a beachhead as RBC continues to extend its strong reach into the U.S. market.

City National Bank has entrusted Diligent Partners with the exclusive management of this important retained search.

Search Technology Program Manager
JPL – Jet Propulsion Laboratory
Pasadena, California

Located in Pasadena, California, JPL (https://www.jpl.nasa.gov/) has a campus-like environment situated on 177 acres in the foothills of the San Gabriel Mountains and offers a work environment unlike any other: they inspire passion, foster innovation, build collaboration, and reward excellence.

Founded in the 1930s, the JPL is currently owned by NASA and managed by the nearby California Institute of Technology (Caltech) for NASA.  The laboratory's primary function is the construction and operation of planetary robotic spacecraft, though it also conducts Earth-orbit and astronomy missions.  It is also responsible for operating NASA's Deep Space Network.  Among the laboratory's major active projects are the Mars Science Laboratory mission (which includes the Curiosity rover), the Mars Exploration Rover Opportunity, the Mars Reconnaissance Orbiter, the Dawn mission to the dwarf planet Ceres and asteroid Vesta, the Juno spacecraft orbiting Jupiter, the NuSTAR X-ray telescope, SMAP Satellite for earth surface soil moisture and the Spitzer Space Telescope.  It is also responsible for managing the JPL Small-Body Database and provides physical data and lists of publications for all known small Solar System bodies.  The JPL's Space Flight Operations Facility and Twenty-Five-Foot Space Simulator are designated National Historic Landmarks.

With an unmatched history creating groundbreaking advances in science and technology, JPL has been in the space exploration business since the beginning.  JPL resonates with people who are looking for ways to go further.

The Position: Search Technology Program Manager (Level IV)

Are you a collaborative leader with strong business and technical acumen? JPL is seeking a Search Technology Program Manager who has a delivery-focused mindset and an ability to build and support stakeholder relationships and develop demands into effective data transformation solutions critical to the role.  This is an exciting opportunity to join an advanced enterprise search team and bring your vision and passion to execute on future IT initiatives.

JPL’s software development team is responsible for a suite of applications including an Enterprise Search platform and web applications.  The Search Technology Program Manager will work with JPL’s community to manage planning, execution, and delivery of IT products related to enterprise search and the custom analytics that search indices afford.

For all the right reasons, JPL’s enterprise search environment is based on a growing Elasticsearch stack, using open-source tools such as Nutch, Tika, UIMA and Yoda.  In JPL’s version of data transformation, search is not only an end-user tool to discover information, it actually is core to JPL’s data transformation strategy.  Not only does JPL want to offer a robust enterprise search capability, they also have search entreated applications where they are able to use Elasticsearch as an alternative to Hadoop, as a unique data analytics and data provider for both scientific and operational business benefits.


  • The Program Manager will be in charge of costs, schedules, budget and performance, while possessing enough insight into the technology to make sound technical decisions.
  • Manage a portfolio of products/projects, e.g., Enterprise Search platform, and web applications, understand user needs, business value, and overall product landscape to drive the vision, strategy, and execution of the plan.
  • Work with the software development team to perform planning, execution, and delivery of Enterprise IT products.
  • Continue to evolve cutting edge open-source technology.
  • Develop and implement custom crawlers, custom analytics, auto profiling and ranking and curation of content.
  • Open search projects include Nutch, Tika, UIMA and Yoda.
  • In Elasticsearch environment, will work on development of Elasticsearch as a service.
  • Manage and provide leadership for the project team and ensure objectives, goals, and commitments are met, and manage risks.
  • Act as point of contact to senior management relative to the project.
  • Act as Search Technology evangelist and interface with developers and mission teams lab-wide.
  • Ensure the quality, accuracy, and integrity of the project deliverables are in compliance with Office of Chief Information Officer and JPL standards, project plans, and policies.

Required Education

  • Bachelor's degree in Information Technology, Information Systems, Computer Science, Computer Engineering or other relevant discipline plus 9 or more years of related experience;


  • Master's degree in relevant discipline plus 7 or more years of experience;


  • Ph.D. with 5 years in relevant discipline.

Additional Required Qualifications

  • Experience in simultaneously managing multiple large-scale digital products/projects from vision to launch and further iterations through every stage of the development lifecycle. Extensive experience with SDLC processes and standards.
  • Demonstrated strong track record of on-time project delivery for large, cross-functional projects managing scope, design, budget, reviews, operation and maintenance.
  • Exceptional customer relationship skills including the ability to discover the exact requirements underlying feature requests, recommend alternative technical and business approaches, and lead engineering efforts to meet aggressive timelines with optimal solutions.
  • Capability to create a strong business and technical vision and drive a team towards that vision.
  • Identify, evaluate, track and mitigate issues and risks.
  • Demonstrated expertise delivering projects with agile methodologies.

 Preferred Qualifications

  • Experience in the design, development and support of cloud-based applications design, performance, security and scalability.
  • Applied Machine Learning experience is a plus.
  • PMI Project Management Professional certification.


There is nothing like the pride and satisfaction working within a community culture where you are surrounded by experts of all stripes who are playing at the top of their game, where everyone has a common sense of mission.  That is what it is like to work at JPL, where missions mean everything.

New ideas are all around us, but only a few will change the world.  That is everyone’s focus at JPL.  They ask the biggest questions, then search the universe for answers—literally.   They build upon ideas that have guided generations, then share their discoveries to inspire generations to come.  Your mission — your opportunity — is to enable JPL’s family of scientists, engineers and businesspeople to push tomorrow’s boundaries and to achieve more than ever, faster than ever.  If you’re driven to discover, create, and inspire something that lasts a lifetime and beyond, you’re ready for JPL.

JPL has engaged Diligent Partners with the exclusive management of this important search.

Managing Director, Professional Services
O’Neil Digital Solutions
Los Angeles, California

O'Neil Digital Solutions is a wholly owned subsidiary of O'Neil Capital Management.  Founded in 1973, ODS is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for the Financial Services, Digital Media, Healthcare, and Transportation industries. O'Neil Digital Solutions provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries.  From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations.  O'Neil Capital Management provides equipment funding, cross-training, and prototyping of Big Data analytics systems to the ODS research & development teams. 

The Position: Managing Director, Professional Services

ODS is currently seeking a Managing Director, Professional Services (MD, PS) to help grow their burgeoning professional services business.  This person will dual report to the Executive Vice President of Sales & Marketing and the head of Professional Services and will likely be or have been a heavy senior manager to Managing Director/VP/Principal/Partner level at a Big 4 consulting firm, IBM, or DXC on the management/technology consulting sides (or equivalent) and will already have strong relationships at the C-level.  The type of work this person will help sell (in a consultative/trusted advisor way) and lead will be much more about strategy/process improvement/change management in conjunction with technology enablement than it will be about software implementations alone.  The industry focus of this MD, PS should be one or more of the following: healthcare, financial services (banks, mutual funds, etc.), or insurance.  The ideal MD, PS will have carried a $15 million plus book of business in consulting services or software sales, will have grown an account from $2 million to $10+ million, will have strong C-level relationships with at least four or more large accounts, and will have overseen a book of business $50 million to $80 million or more sometime in her/her career.  The expectation is that this person will have the ability to close at least $3 million in business in year one with the ability to sell IT/Change Management/Consulting Services in one or more of the above mentioned verticals, anywhere in the U.S.


Business Development

  • Drive profitable revenue growth with the aforementioned revenue targets
  • Establish customer relationships and become ‘trusted advisor’ to client senior leadership at the C-level.
  • Facilitate introduction to potential customers and lead sales efforts for those prospects.

Quality Delivery

  • Ensure the utilization and compliance of fundamental processes, policies, and procedures to ensure effective management of a portfolio of clients and their successfully implemented projects.
  • Ensure appropriate level of engagement oversight and project monitoring for each project.

Vendor Alliance

  • Generate new sales opportunities through managed third-party relationships.
  • Identify and invest in partnerships that will increase market share and strengthen technology brand.


  • Bachelor’s degree or higher, or commensurate work experience.
  • Minimum 10 years of IT consulting experience—with success at the Senior Manager, Director, and/or Partner/VP/Managing Director levels--leading large projects or teams within the healthcare, financial services, and/or insurance markets.
  • Minimum 6 years demonstrating success in business development activity.
  • Demonstrated ability to negotiate/interact with client 'C-level' executives.
  • Competence in profitably leading large, concurrent consulting engagements.
  • Competence in developing and managing to a strategic and financial plan.


  • Current or previous leadership and active participation with industry advisory councils or professional associations.
  • Advanced degree or additional technical or industry certifications beneficial to role.


  • Excellent leadership skills required, as well as the ability to lead and work as part of a team.
  • A blend of strategic business management capability, intellectual horsepower, revenue generating capability, and leadership skills.
  • Strong business partner (customer) focus, with a consultative, collaborative, client-service and team-oriented style.
  • Excellent verbal, written and interpersonal communication skills.
  • Ability to present and discuss strategies and technical information in a matter that establishes rapport, persuades others, and establishes understanding, for technical and nontechnical audiences.
  • Self-motivated. Must be highly professional and results oriented.  Ability to work independently, plan workload and deliver on commitments.


While ODS will pay well for the right candidate, a top performer in the Managing Director, Professional Services role will have uncapped income potential and no geographic boundaries within North America—very much unlike most analogous roles in the Big 4 industry and with other boutique consulting roles.  Furthermore, you will be surrounded by top performers for other world-class firms who have also seen the potential for ODS to continue to expand into the healthcare, financial services, and insurance verticals.  More than that, working for a fast-growing services firm, you will have the ability to make a larger individual impact on the company’s growth and into its existing and new markets.

As a company, ODS transforms highly complex data into rich, customer-centric communications, and it is doing extraordinarily well in this market segment. Companies in healthcare, financial, and other major industries rely on ODS for high-volume, high-mix communications that are accurate, timely, and secure. ODS’s customer-centric applications and services include electronic document delivery, web applications, high-speed digital printing (color and black & white), automated composition, offset printing, warehousing, and fulfillment services.  ODS is a solution-based company that offers customers forward thinking solutions to design, create, print, and distribute their client communications. Collectively, ODS’s team of industry experts has over 200 years’ worth of experience and expertise in publishing services and enjoy a global reputation for excellence and innovation.  Their broad knowledge base enables it to build and manage innovative solutions for a diverse customer base. They infuse each project with experience and technology tailored to meet client requirements.

O'Neil Digital Solutions has retained Diligent Partners with the exclusive management of this important search.

Chief Technology Officer
Client Confidential
Northern Midwest United States

Reporting to the Chief Operating Officer, with a dotted line to the Chief Financial Officer, the role of the Chief Technology Officer (CTO) is to lead and continually improve the company’s architecture and application development strategies, and to build a collaborative partnership with the company’s medical device product development leaders. This person will define the company’s technology infrastructure, product architecture and development framework; build a best in class team of engineers and developers, and partner with senior management to set strategic direction for the IT organization. The company’s architecture team, as well as the Application Development and Maintenance organization will report to this executive.

This role will design and manage a world-class Architecture and Application Development environment that requires the leadership skills needed to manage a large, complex organization with deep technical skills to manage applications at a strategic level. The CTO will have experience and expertise in building a state of the art architecture environment through rationalization of applications, state of the art data layer, and migration to the cloud.

Leads and integrates the Architecture and Application Development and Maintenance functions:

  • Responsible for the architectural strategy and architecture, design, development, deployment, support, and enhancement of all information technology solutions including a shift towards a PaaS environment
  • Hire, develop, cultivate, and support a team of developers/engineers and foster creative solutions to client problems, using ground breaking technology and methods, with rapid development
  • Drive an integrated build function leveraging Agile and DevOps methodology
  • Oversees the direction for IT’s sourcing strategies and effectively manages outsourcing and contractor relationships
  • Works with the senior leaders to develop enterprise standards for IT solutions and simplify and improve the company’s application portfolio
  • Analyzes and communicates benefits and risks associated with IT investments and participates in IT governance and decision making, adhering to standards
  • Serves as a mentor and coach for Architecture, Development and Maintenance professionals and is a key thought leader in the latest technologies and industry trends
  • Serves as a change agent and provides leadership and vision

Required Experience:

  • 15 years of experience in software engineering or technology, including 5 years as architect, lead developer, or technical lead
  • 5 years of experience leading and managing technology teams including SaaS software
  • Highly technical with experience in transformation an IT organization to the cloud and building a best in class architecture framework
  • Excellent analytical and decision making abilities with a results oriented focus
  • Influential leader with proven track record in inspiring and driving teams to achieve strategic objectives, while demonstrating the courage to make hard decisions with personnel, as needed
  • Experienced to attracting and retaining new IT talent, as well as promoting the training of legacy team members in new applications, networking and infrastructure tools
  • Experienced in selective outsourcing of discrete functions, and of managing either onshore or offshore managed services providers, as needed
  • Excellent written and verbal communication skills along with excellent problem solving skills, leadership and a willingness to collaborate with executive team leaders
  • Ability to influence peers and senior leadership (IT and Business) and a strong ability to lead teams through change
  • A turnaround change agent with experience in restoring confidence with executive stakeholders in IT’s ability to execute and deliver quality results, on time and on budget

Required Education

  • Bachelors degree in Computer Science, Engineering, or similar field
  • Masters degree preferred


Our client is a long established, privately held manufacturer of medical devices for the home market. Spun off by its original corporate parent and now privately held and located in the northern Midwestern states, this company’s engineering team is striving to differentiate its product portfolio from a largely commoditized marketplace with new IoT capabilities that will provide remote diagnostics and new revenue streams.  IT is viewed as the lynchpin to success for this midsized company that is poised for growth.

Our client has retained Diligent Partners with the exclusive management of this important search.

Director, Software Engineering
O'Neil Digital Solutions
Los Angeles, CA

O’Neil Digital Solutions (ODS) - The Coolest Company You’ve Never Heard Of

Los Angeles based ODS is a leader in providing the marketing communications and publishing needs of major corporations. With a large in-house programming staff, they deliver digital print and web-driven member communication solutions to the Healthcare, Financial, and direct mail markets. ODS has the largest installment of HP digital web presses in the world and are continuing to develop innovative digital finishing and inserting solutions to press the digital revolution forward. They are known for their quality focus and outstanding client service.  They have a diverse workforce keeping the focus on their people, trust and teamwork, and they maintain a high degree of integrity while exceeding the expectations of their clients. 

The Position: Director, Software Engineering

ODS is looking for an experienced software engineering director who is hands-on technically and fully knowledgeable in project management techniques, including the use of negotiation skills and influence to drive internal and external projects to completion in a timely and cost-effective manner.  The successful candidate will demonstrate high-caliber communication and project reporting skills.

  • Provide technical leadership, guidance, influence and mentoring for project teams as well as a route of escalation for project related risks and issues. The Director will drive project related communications to IT leadership, business leadership, and various project and program stakeholders to facilitate project definition, direction, and status, as well as partner with business leaders to achieve the goals of assigned projects.
  • Execute and implement the technical solution using iterative, RUP, or Agile Project Management Methodology (PMM) for a variety of projects including, but not limited to, new application deployments (Commercial, Off-The-Shelf (COTS) and custom), process improvement, application and technical upgrades, feature/function enhancements and technical infrastructure enhancements. The Director will lead matrix-style projects teams including, but not limited to, technical resources, Subject Matter Experts (SMEs), vendor representatives, and Business Analysts to achieve the stated goals of assigned projects.
  • Ensure the successful completion of assigned projects including all project related deliverables found within PMM including, but not limited to:
    • Identify, request, coordinate, and manage project resources.
    • Create, manage, and monitor Project resource assignments.
    • Perform periodic project-level quality reviews:
      • Ensure project schedules, risks, and issues are being maintained.
      • Ensure resource assignments are clear, well understood, and up-to-date.
      • Coordinate dependencies, critical path items, and resource allocations across projects.
      • Ensure project budgets, including ETC’s are managed and reported.
      • Ensure project, schedule, risks & issues, resource, vendor, etc. conflicts are addressed and/or escalated to key stakeholders.
    • Engineering team’s liaison to coordinate with the Infrastructure, Applications, Data, Business End-User teams, as well as other IT groups, for communication efforts as well as project execution efforts.
    • Determine the technical direction for the application solutions.
    • Lead and coordinate the design, development, implementation support and optimization of desktop, web-based, and mobile real-time application systems to support critical business functions.
    • Use object-oriented techniques and software engineering best practices including design review, code review, unit-testing, and re-factoring.
  • Mentor and provide technical leadership in collaborative design, implementation and testing of multi-tier software applications, web services, and database systems.

Required Skills:

  • Successful technical leadership on multiple software development projects – on-time and on-budget.
  • Effective management of project issues and risks.
  • Minimum of 7-10 years Project Execution experience completing medium-sized and moderately complex projects in a complex environment.
  • Has working knowledge of PMI process groups: Initiating, planning, executing, controlling and closing.​
  • 7-10 years of experience architecting & developing business critical and/or-web based eCommerce applications using .NET, SQL Server, Open Source, and/or Java/J2EE Frameworks.
  • Experience in object-oriented analysis & design, with advanced understanding of enterprise design patterns, frameworks, and service-oriented architecture.
  • Expertise creating detailed application design using UML, Process Flows, Sequence Diagrams, and pseudo-code level details.
  • Must have hands-on development experience in the past (previously a developer).
  • Excellent interpersonal and communication skills (verbal and written).
  • Experience in leading high performance, results-oriented teams with a sense of urgency and a commitment to quality.
  • Decisiveness: Makes timely and effective decisions.
  • Sends the right messages and information to appropriate audiences verbally and in writing; keeps people informed; adapts communication style to the needs of the audience in order to articulate the rationale and value of a position and ensure understanding.
  • Actively gathers appropriate level of participation and input to decision-making, and fosters same within team. Persuades others to see/recognize new perspectives to reach best outcomes by utilizing buy-in, persuasion and relationship building.
  • Assembles and effectively leads direct reports and/or partnership teams. Exceptional facilitator of teamwork and decision-making in virtual and in-person settings.
  • A strong mentor who pays personal attention to the growth and development of others, provides constructive feedback, and creates development opportunities.

Preferred Experience:

  • Consulting experience is a strongly desired.

Required Education:

  • Undergraduate degree in relevant area (e.​g.​ IT, Computer Science, Finance, Healthcare) is required.

ODS offers a competitive compensation package including a 401(k) savings plan, medical/dental/life insurance coverage, flexible spending and dependent care plan, paid sick, vacation, holidays, and profit-sharing benefits.


This is an ideal role for a Senior Manager who has led complex software development projects for Big 4 or SI consulting firms, particularly if family or quality of life priorities cry for shifting onto a corporate IT career track.  ODS projects are unique and fascinating, leverage digital technologies and will allow you an opportunity to grow and shape your resources into an efficient, cohesive, high performing team.

As a company, ODS transforms highly complex data into rich, customer-centric communications, and it is doing extraordinarily well in this market segment. Companies in healthcare, financial, and other major industries rely on ODS for high-volume, high-mix communications that are accurate, timely, and secure. ODS’s customer-centric applications and services include electronic document delivery, web applications, high-speed digital printing (color and black & white), automated composition, offset printing, warehousing, and fulfillment services. ODS is a solution-based company that offers customers forward thinking solutions to design, create, print, and distribute their client communications. Collectively, ODS’s team of industry experts has over 200 years’ worth of experience and expertise in publishing services and enjoy a global reputation for excellence and innovation. Their broad knowledge base enables it to build and manage innovative solutions for a diverse customer base. They infuse each project with experience and technology tailored to meet client requirements.

O’Neil Digital Solutions has retained Diligent Partners with the exclusive management of this important search. 

Chief Information Security Officer
Client Confidential

The CISO is responsible for establishing and maintaining a corporate wide, global information security management program to ensure that information assets are adequately protected. This position is responsible for identifying, evaluating and reporting on information security risks in a manner that meets compliance and regulatory requirements, and aligns with and supports the risk posture of the enterprise. The CISO position requires a visionary leader with sound knowledge of business management and a working global knowledge of information security technologies. The CISO will proactively work with business units to implement practices that meet defined policies and standards for information security. He or she will also oversee a variety of IT-related risk management activities.

The CISO serves as the process owner of all assurance activities related to the availability, integrity and confidentiality of client, business partner, employee and business information in compliance with the organization's information security policies. A key element of the CISO's role is working with executive management to determine acceptable levels of risk for the organization. The CISO must be highly knowledgeable about the business environment and ensure that information systems are maintained in a fully functional, secure mode.

The CISO will need to have good working relationships with the legal, compliance and sales teams during and after the sales process.  The security team supports our RFP, sales, contracting and post-sale processes as information security is often a critical client requirement.

The ideal candidate is a thought leader, a consensus builder, and an integrator of people and processes. While the CISO is the leader of the security program, he or she must also be able to coordinate disparate drivers, constraints and personalities, while maintaining objectivity and a strong understanding that security is just one of the business's activities. It cannot be undertaken at the expense of the enterprise's ability to deliver on its goals and objectives. Ultimately, the CISO is a business leader, and should have a track record of competency in the field of information security or risk management, with eight to 10 years of relevant global experience, including four years in a significant leadership role.

Candidate Profile

In terms of the performance and personal competencies required for the position, we would highlight the following:


  • Develop, implement and monitor a global strategic, comprehensive enterprise information security and IT risk management program to ensure that the integrity, confidentiality and availability of information is owned, controlled or processed by the organization.
  • Provide regular reporting on the current status of the information security program to enterprise risk teams, senior business leaders and the board of directors as part of a strategic enterprise risk management program.
  • Manage and develop the enterprise's information security organization, consisting of direct reports and indirect reports, and engaging third parties as needed to ensure the required capabilities are available either internally or externally. This includes hiring, training, staff development, and performance management.
  • Facilitate information security governance through the implementation of a hierarchical governance program, including interaction with the information security steering committee.
  • Develop, maintain and publish up-to-date information security policies, standards and guidelines. Oversee the approval, training, and dissemination of security policies and practices.
  • Create, communicate and implement a risk-based process for vendor risk management, including the assessment and treatment for risks that may result from partners, consultants and other service providers. Ensure the compliance of security practice and policy where 3rd party resources deliver IT services.
  • Work directly with the global business units to facilitate IT risk assessment and risk management processes, and work with stakeholders throughout the enterprise on identifying acceptable levels of residual risk.
  • Create a framework for roles and responsibilities with regard to information ownership, classification, accountability and protection.
  • Develop and enhance an information security management framework based on the appropriate standards such as: International Organization for Standardization (ISO) 2700X, ITIL, COBIT/Risk IT and National Institute of Standards and Technology (NIST).
  • Ensure that security programs are in compliance with relevant laws, regulations, policies and standards to minimize or eliminate risk and audit findings.
  • Liaise among the information security team and corporate compliance, legal and HR management teams as required.
  • Define and facilitate the global information security risk assessment process, including the reporting and oversight of treatment efforts to address negative findings.
  • Manage security incidents and events to protect corporate IT assets, including intellectual property, regulated data and the company's reputation.
  • Monitor the external threat environment for emerging threats, and advise relevant stakeholders on the appropriate courses of action.
  • Liaise with external agencies, such as law enforcement and other advisory bodies as necessary, to ensure that the organization maintains a strong security posture.
  • Develop and oversee effective disaster recovery policies and standards to align with enterprise business continuity management program goals. Coordinate the development of implementation plans and procedures to ensure that business-critical services are recovered in the event of a security event. Provide direction, support and in-house consulting in these areas.
  • Work with HR, Compliance and Legal to create and manage information security and risk management awareness training programs for all employees, contractors and approved system users.
  • Facilitate a metrics and reporting framework to measure the efficiency and effectiveness of the program, facilitate appropriate resource allocation, and increase the maturity of the security.
  • Develop and manage information security budgets, and monitor them for variances.
  • Understand and interact with related disciplines through committees to ensure the consistent application of policies and standards across all technology projects, systems and services, including, but not limited to, privacy, risk management, and compliance and business continuity management, for both internally and externally delivered services.

Required Qualifications

  • BA Degree in business administration or a technology-related field
  • 15+ years combined experience in risk management and/or information security
  • 7+ years experience working with IT security legal and regulatory requirements, such as Sarbanes-Oxley Act (SOX), Health Insurance Portability and Accountability Act (HIPAA) and Payment Card Industry/Data Security Standard.
  • 5+ years experience in a senior leadership role with global accountability.
  • 5+ years experience in IT project management that incudes financial/budget management and resource management.
  • 5+ years experience leading cross-functional, interdisciplinary teams to achieve tactical and strategic goals.
  • 3+ years experience working with global security issues, such as privacy and country specifics risks on intellectual privacy.
  • 3+ years experience working with information security management frameworks, such as ISO/IEC 27001, ITIL, COBIT or NIST.
  • 3+ years experience managing effective disaster recovery policies and standards, aligning them with business continuity management programs.
  • Experience with contract and vendor negotiations.
  • Experience developing and implementing global information security policies and procedures, in addition to successfully executing programs that meet the objectives of excellence in a dynamic IT environment.
  • Professional security management certification required, such as a Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Information Systems Auditor (CISA)

Preferred Qualifications

  • Excellent written and verbal communication skills, interpersonal and collaborative skills, and the ability to communicate security and risk-related concepts to technical and nontechnical audiences.
  • Poise and ability to act calmly and competently in high-pressure, high-stress situations.
  • Critical thinker, with strong problem-solving skills.
  • Exhibits excellent analytical skills, the ability to manage multiple projects under strict timelines, as well as the ability to work well in a demanding, dynamic environment and meet overall objectives.
  • High level of personal integrity, as well as the ability to professionally handle confidential matters, and show an appropriate level of judgment and maturity.
  • High degree of initiative, dependability and ability to work with little supervision.
  • Highly collaborative and ability to work well with leaders across multiple and complex business segments as well as with peers across the technology organization. 


One of Oklahoma's 75 largest companies, this is an opportunity to turn around the security posture, cultural awareness - and introduce a greater level of infosec appreciation - in a long established,  locally trusted name brand company that employs thousands in its community. This is also an opportunity to educate and earn the trust of a senior leadership team that has had little exposure to the key drivers and technological threats faced by private and public enterprises in today's increasingly connected world.

Diligent Partners has been retained with the exclusive management of this important, confidential search. 


"We just completed a long and challenging search with Diligent Partners for a partner-level executive for our management consulting firm.  Completing a search like this for a small, culture-driven firm was no easy task, and we put both George and Scott through the ringer with our selectiveness, stubbornness, and hundreds of questions.  Both George and Scott did a great job working with us, walking us through all the details, and most importantly, finding several extremely well qualified candidates for us to meet with and ultimately hire.  Our search came with some self-inflicted bumps along the way, and I was impressed with the manner in which Diligent Partners stuck with their commitment to us from day one to the first day on the job of our new executive.  We liked their candidates so much, we ended up hiring two."

Greg Long
Director & Co-Founder, Caiman Consulting

"George and Scott have just completed a most professionally effective engagement for one of my critical IT Director positions.  Every step of the process was made clear and was executed with precision.  Their sourcing generated for my organization a viable cadre of leader-candidates whose credentials were aligned with our requirements and yet reflected variations in focus, personality, and style.  Their assessments were spot-on, just the right balance of reality and optimism.  Their leader-candidates were so well qualified that even those not selected proved to be strong candidates for other opportunities in my organization.  DP's work is the most satisfied I've ever been with an executive search firm's performance."

Tom Ream
Regional CIO, Sacramento-Sierra Region, Sutter Health
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