Opportunities

Chief Information Security Officer
Radiology Partners
Austin, TX or Columbus, OH or El Segundo, CA
or Las Vegas, NV or Greensboro, NC

Radiology Partners seeks an experienced, engaging, collaborative, and visionary leader as its Chief Information Security Officer, responsible for strategic and operational leadership for security and technology risk management programs.

Founded in 2012, Radiology Partners is headquartered in El Segundo, in Los Angeles County, and is the largest and fastest growing multi-state, hospital-based radiology practice, serving over 100 locations, with the infrastructure and capital to scale farther.  Radiology Partners (currently at 4500 employees, including 1400 radiologists, in 21 states but rapidly growing by acquisition and organically) is an innovative national practice focused on transforming how radiologists provide consistently exceptional services to hospitals, imaging centers, referring physicians and patients. An advanced technology platform leveraging AI and a large clinical data set are unique and promising assets for Radiology Partners  With their state-of-the art clinical technology, specialized expertise, access to capital, and retention of top physician talent, Radiology Partners reliably exceeds the expectations of its clients, patients, and partners.  They serve their clients with an operational focus, and, above all, a commitment to quality patient care.  Their mission is To Transform Radiology.

The Chief Information Security Officer (CISO) is a member of the Chief Information Officer’s senior leadership team and works closely with Radiology Partners’ executive leaders and with the leaders of its client partners at medical facilities across the country. 

The Position: Chief Information Security Officer (CISO)

Reporting to Radiology Partners’ Chief Information Officer (CIO), the Chief Information Security Officer (CISO) is responsible for establishing and maintaining the company’s enterprise-wide, global security-management program for the purpose of protecting the company’s information and technical assets, as well as those of its collocated clients, chiefly hospitals. This position is responsible for identifying, evaluating, and reporting on security risks; aligning the security posture of the organization in a manner that supports the effective protection of information assets; and managing and executing security controls in support of Radiology Partners' compliance and regulatory requirements.

The CISO will proactively work with Radiology Partners’ operating units and stakeholders to implement practices that meet defined policies and standards for information security. The CISO position requires a visionary leader with knowledge of business management, knowledge of information security technologies and excellent influencing abilities. A key element of the CISO's role is working with senior leadership and management across the company and with client leadership to determine acceptable levels of risk for the organization and to drive security into business processes for everyone’s benefit. 

The ideal candidate for this role will be a strong influencer, consensus builder, and an integrator of people, processes, and technology who understands the demands of acute care and ambulatory medical providers and administrators. As the leader of the security program, the CISO must be able to coordinate disparate drivers, constraints, and personalities, while maintaining objectivity and working with the understanding that security is just one of the company’s activities. As a business leader, the CISO should have a track record of competence in the field of information security or risk management, with 8 or more years of relevant IT risk security experience, including 5 or more years in a significant leadership role.

Principal Responsibilities:

  • Develop, implement, and monitor a global, strategic, and comprehensive enterprise-information-security-and-risk-management program to ensure that the integrity, confidentiality, and availability of information is owned, controlled, or processed by the organization.
  • Manage the enterprise's information-security organization, consisting of direct reports and indirect reports. This includes hiring, training, staff development, performance management, and annual performance reviews.
  • Develop the security organization’s talent, engaging/managing third parties as needed to ensure the required capabilities are available either internally or externally.
  • Develop and manage information-security budgets and monitor for variances.
  • Provide regular reporting on the current status of the security program to the risk-management department, senior leadership, and Radiology Partners BOD, as part of a strategic enterprise-risk-management program.
  • Develop, maintain, and publish up-to-date information-security policies, standards, and guidelines. Oversee the approval, training, and dissemination of security policies and practices.
  • Facilitate information-security governance through the implementation of a collaborative governance program.
  • Work directly with client partners to facilitate security risk-assessment and risk-management processes and work with stakeholders throughout the company on identifying acceptable levels of residual risk, while maintaining on-going client communications.
  • Create a framework for roles and responsibilities with regard to information ownership, classification, accountability, and protection.
  • Create and manage information-security and risk-management-awareness training programs for all employees, contractors, and approved system users.
  • Develop and implement an information-security-management framework that aligns with Radiology Partners’ business/operating model, risk profile, and existing compliance initiatives and efforts. 
  • Provide strategic risk guidance for IT projects, including the evaluation and recommendation of technical controls.
  • Liaise with the IT architecture teams to ensure alignment between the security and enterprise architectures, thus coordinating the strategic planning implicit in these architectures.
  • Coordinate information-security and risk-management projects with resources leaders from across the IT organization and business-unit teams.
  • Work with our compliance office to ensure that security and privacy programs are in compliance with relevant laws, regulations, and policies to minimize or eliminate risk and audit findings.
  • Interface and communicate with hospital CISOs so that they can have confidence that Radiology Partners has the right priorities, the right controls in place, and that it is establishing and delivering a comprehensive security program from end to end.
  • 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 Radiology Partners’ 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.
  • Coordinate the use of external resources involved in the information security program, including, but not limited to, interviewing, negotiating contracts and fees, and managing external resources.
  • 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.
  • 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.
  • 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, compliance, and business continuity management, for both internally and externally delivered services. 

Required Qualifications: 

  • A proven hands-on leader who can envision strategy, motivate others, and leverage resources to accomplish goals, but also lead by example.
  • Executive-level written and verbal communication skills, interpersonal and collaborative skills, and the ability to communicate security and risk-related concepts to technical and nontechnical audiences, up through and including the Board of Directors.
  • A critical thinker, with strong problem-solving skills.
  • Excellent analytical skills, with the ability to manage multiple projects simultaneously under strict timelines; work well in a demanding, dynamic, fast-growing environment.
  • Poise and the ability to act calmly and thoughtfully in high-pressure, high-stress situations.
  • High level of personal integrity, as well as the ability to handle confidential matters professionally and display an advanced level of judgment and maturity.
  • Experience in driving change in security functions across multiple organizations.
  • 10 or more years of combined experience in information security and risk management, with increasing levels of responsibility.
  • 5 or more years of leadership experience driving transformational change within cloud-based, secure environments with control systems.
  • 4 or more years of experience working with IT security guidelines and requirements, outlined or driven by HIPAA and PCI-DSS. Experience is FDA regulated environments (21 CFR parts 800-1299, GMP/GLP) is a plus
  • Strong entrepreneurial mindset, driven by outcomes and possibilities vs position.
  • Thrives in high pace, high growth environment

Education:

  • Bachelor’s degree in business administration, computer science, information technology, engineering, or equivalent professional experience. Graduate degree preferred.

Required Certifications:

  • CISSP required, and preferably ClSM, CISA, or similar industry certifications.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

Over the coming months and years, Radiology Partners will be a technology company as much as it is a healthcare provider par excellence with national scale.  The company has ambitious plans to effectively use artificial intelligence and machine learning to improve patient outcomes, lower the cost of care, and make the experience for all stakeholders more efficient.  All of this starts and ends with security.  This first ever CISO for Radiology Partners will be at the forefront of pulling together, building, and growing a world-class IT security organization with the right people, processes, and technology.  This person will be part of the leadership team for the company and will benefit in the rapid growth of Radiology Partners.  There is a world-class C-level leadership team already in place with whom this CISO will interact over time.  It will indeed be a rewarding career for the right, entrepreneurial individual who can deal with ambiguity and who wants to be a part of transforming the healthcare system in the U.S.  This is a national search for the best and brightest.

We are seeking a transformational change agent for this mission-critical role, someone who is flexible and can effectively influence, lead, communicate, and speak from experience while collaborating, actively listening, and learning along the way.  This is a calling more than a career, and we’re looking for a leader who is passionate, albeit humble, to help set the course for the nation’s largest radiology practice that is never satisfied and strives to reach new heights every day.

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

Customer Success Manager (multiple positions available)
Innovaccer
Dallas, TX (preferred)

Innovaccer Inc. is a leading healthcare data platform company focused on delivering more efficient and effective healthcare through the use of pioneering analytics and transparent, clean, and accurate data. Innovaccer's aim is to simplify complex data from all points of care, streamline the information, and help organizations make powerful decisions and realize strategic goals based on key insights and predictions from their data. Its products have been deployed across more than 500 locations with over 10,000 providers leveraging it at institutions, governmental organizations, and such corporate enterprises such as Humana, Mercy One ACO, UniNet Health Network, Orlando Health, Hartford Healthcare, and Children's Mercy Network.  Innovaccer is based in San Francisco, with offices around the United States and Asia.

Rather than compete with EMR giants like Epic and Cerner, Innovaccer’s API’s enable it to integrate and co-exist easily with EMRs and has pre-written API’s for 200+ versions. Gartner cites Innovaccer for building a real-time ecosystem and powering real-time value-based care. For physicians, Innovaccer delivers actionable, real time analytics that shed light on patients who may be putting themselves at risk – such as the patient who stopped refilling an essential prescription a year ago, or the diabetic patient who hasn’t had an eye exam in three years – prompting the physician to intervene with each patient at the moment of care.

Want to make a real difference? Bring your energy, talents and passion to Innovaccer.

The Position: Customer Success Manager

The role of the Customer Success Manager is to be a trusted advisor to the client, who not only plans and monitors work according to deadlines and within budget, but also drives new solutions to best serve the client’s needs. This includes understanding the true needs of the clients, identifying solutions to implement, managing matrixed resources and business stakeholders, coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan, and prepare operations and procedures manuals to assist management in operating more efficiently and effectively.

  • Understand customer needs and be a client counselor by working in concert with the customer to come up with solutions to key customer problems. Build a client relationship and act as a trusted advisor to the client.
  • Know customer problems and KPIs and guide the customer to the best platform use.
  • Identify opportunities to grow customer business and engage the sales team in the process.
  • Manage the kick-off meeting and all other customer interactions and meetings. 

REQUIRED EDUCATION:

  • Successful completion of Bachelors’ degree or relevant business / information technology experience is highly preferred.

REQUIRED/PREFERRED QUALIFICATIONS:

  • 5+ years of experience in customer success or account management-related roles in a Healthcare company.
  • Top notch Problem-Solving skills.
  • Great work ethic and proven leadership and team-building skills.
  • Excellent written, verbal communication skills and the ability to develop and present complex business reviews/presentations.
  • Experience in Value-Based Care and a basic understanding of this field, required.
  • Experience in Healthcare Data Analytics with a focus on the understanding of health care data formats (CCDA, HL7 etc.).
  • Experience in expectation management during projects to ensure customer satisfaction.
  • Ability to develop business and nurture relationships within the accounts.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

In an industry dominated by a small number of major technology players, and a seemingly endless number of niche startups that cannot seem to survive their first year in business, Innovaccer was  founded in 2014, has grown and matured, and has garnered high respect among industry thought leaders and clients. It has been growing 100%, year after year for the last two years, and is on track to do the same in 2019, because Innovaccer is delivering on its promises and client demand is rising.

Right now, Innovaccer’s applications are running on iPads, tablets, laptops, and desktops of doctors, RNs, and administrators at more than 500 locations. Over 10,000 providers now navigate the healthcare system in ways once never thought possible: Effortlessly. Efficiently. Intelligently. Sure, technology like this has been a long time coming. Yet it’s ahead of its time.

Customer Success is responsible for customer retention, or prevention of churn. To achieve the end goal of driving up the renewal rate, it is not uncommon at all for Customer Success Managers (CSMs) to not just perform the duties of what we might see as pure CSM activities, but to take on the functions of other "functional roles" to drive product adoption and deliver product value.  Also known as Enablement or Implementation, this is the organization that is often the first to touch a customer after they sign a new contract. The On-Boarding folks are responsible for helping to provision/install/configure the product and to get the customer to a place where they can effectively use it.

Join Innovaccer and be prepared to ride a wave of success in a career in a company filled with talented, passionate people who are transforming healthcare’s value proposition.

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

Project Manager (multiple positions available)
Innovaccer
Dallas, TX (preferred)

Innovaccer Inc. is a leading healthcare data platform company focused on delivering more efficient and effective healthcare through the use of pioneering analytics and transparent, clean, and accurate data. Innovaccer's aim is to simplify complex data from all points of care, streamline the information, and help organizations make powerful decisions and realize strategic goals based on key insights and predictions from their data. Its products have been deployed across more than 500 locations with over 10,000 providers leveraging it at institutions, governmental organizations, and such corporate enterprises such as Humana, Mercy One ACO, UniNet Health Network, Orlando Health, Hartford Healthcare, and Children's Mercy Network.  Innovaccer is based in San Francisco, with offices around the United States and Asia.

Rather than compete with EMR giants like Epic and Cerner, Innovaccer’s API’s enable it to integrate and co-exist easily with EMRs and has pre-written API’s for 200+ versions. Gartner cites Innovaccer for building a real-time ecosystem and powering real-time value-based care. For physicians, Innovaccer delivers actionable, real time analytics that shed light on patients who may be putting themselves at risk – such as the patient who stopped refilling an essential prescription a year ago, or the diabetic patient who hasn’t had an eye exam in three years – prompting the physician to intervene with each patient at the moment of care.

Want to make a real difference? Bring your energy, talents and passion to Innovaccer.

The Position: Project Manager

Innovaccer is looking for Project Managers who will be responsible for the development and management of project plans for multi-million dollar healthcare technology implementations, and meeting the needs of customers across the United States.

  • Gather detailed customer requirements.
  • Create and manage comprehensive project plans across multiple stakeholders, and provide project status reports to internal and external stakeholders throughout the project lifecycle.
  • Provide project management control on key initiatives, usually pertaining to installing, integrating and delivering solutions to clients or to internal process improvement.
  • Ensure adherence to common processes, such as the Product Lifecycle Management (PLM) process, and the Software Development Life Cycle (SDLC).
  • Work with Project Team to define, estimate and schedule project work to achieve project scope.
  • Ensure Risk Management / Scope Management for the implementation.
  • Provide a platform for communication and relationship management -- engage stakeholders for buy-in, relieve bottlenecks and complexity.
  • Provide performance monitoring, information and reporting; help diagnose root cause of problems.
  • Identify and escalate critical issues in a timely manner.
  • Ensure teams are taking corrective action as necessary to deliver complete scope, desired quality and timeliness of strategic programs.
  • Keep team apprised via project plans, meetings and discussion minutes of project tasks identified, tasks to be completed, and work not completed.
  • Identify resource needs and competencies.
  • Set and communicate team/individual responsibilities.
  • Raise timely concerns to leadership regarding mismatch on required project team member's competencies.
  • Allocate workload to fully utilize every program team member's talent.
  • Maintain best practices for implementation of the tool.
  • Create and maintain a project test strategy.
  • Create and implement a customer training strategy.
  • Get final Sign-off on project implementation milestones.

EDUCATION:

  • Successful completion of Bachelor's degree or relevant business / information technology experience is highly preferred.

 

REQUIRED/PREFERRED QUALIFICATIONS:

  • Top notch problem-solving skills.
  • Experience in Value-Based Care projects and a basic understanding of this field.
  • Experience in Healthcare Data Analytics with a focus on the understanding of health care data formats (CCDA, HL7, etc.).
  • 5+ years of experience in Solutioning and maintaining a production environment for enterprise customers.
  • Demonstrable project management skills, including presenting and influencing, communications and tracking skills, and planning and organization.
  • Rigorous expectation management during projects to ensure customer expectations.
  • Solid knowledge of project management methodologies, tools & techniques.
  • Strong ability to collaborate with individual contributors to define business process issues, analyze operational efficiencies, implement creative solutions, and measure delivery results.
  • Good documentation skills, experience in project management tools (Jira and Smartsheets) preferred.
  • PMI/PMP certification preferred.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

In an industry dominated by a small number of major technology players, and a seemingly endless number of niche startups that cannot seem to survive their first year in business, Innovaccer was  founded in 2014, has grown and matured, and has garnered high respect among industry thought leaders and clients. It has been growing 100%, year after year for the last two years, and is on track to do the same in 2019, because Innovaccer is delivering on its promises and client demand is rising.

Right now, Innovaccer’s applications are running on iPads, tablets, laptops, and desktops of doctors, RNs, and administrators at more than 500 locations. Over 10,000 providers now navigate the healthcare system in ways once never thought possible: Effortlessly. Efficiently. Intelligently. Sure, technology like this has been a long time coming. Yet it’s ahead of its time.

Customer Success is responsible for customer retention, or prevention of churn. To achieve the end goal of driving up the renewal rate, it is not uncommon at all for Customer Success Managers (CSMs) to not just perform the duties of what we might see as pure CSM activities, but to take on the functions of other "functional roles" to drive product adoption and deliver product value.  Also known as Enablement or Implementation, this is the organization that is often the first to touch a customer after they sign a new contract. The On-Boarding folks are responsible for helping to provision/install/configure the product and to get the customer to a place where they can effectively use it.

Join Innovaccer and be prepared to ride a wave of success in a career in a company filled with talented, passionate people who are transforming healthcare’s value proposition.

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

Managing Director, Technical Solution Sales – Insurance Industry
O'Neil Digital Solutions
Los Angeles, California (Candidate can be based anywhere in the U.S.)

O'Neil Digital Solutions is a wholly owned subsidiary of O'Neil Capital Management.  Founded in 1973, O’Neil is a leading Document Creation, Document Output, and Document Delivery service provider, with a strong professional service and consulting practices supporting the Healthcare, Financial Services and Insurance industries.   O'Neil provides Customer Communication Management (CCM) that allows their clients the ability to communicate more effectively to their customers, via Omni-channel delivery, which improves customer satisfaction and loyalty. O’Neil engages with customers to assist in their digital transformation initiatives.

The Position: Managing Director, Technical Solution Sales – Insurance Industry

O’Neil is currently seeking a Managing Director, Technical Solution Sales in the healthcare, financial and/or Insurance Industry (MD, TSS-II) to help grow their combination software and professional services business.  This person will report to the Executive Vice President of Sales & Marketing and will likely be an executive-level software sales leader with strong Insurance industry relationships at the C-level, or have been a heavy senior manager to Managing Director/VP/Principal/Partner level focused on the Insurance industry vertical at a Big 4 consulting firm, IBM, or DXC on the management/technology consulting sides (or equivalent). 

The type of work this person will help sell (in a consultative/trusted advisor way) and lead will be much more about digital transformation strategy, from traditional output to omni-channel conversion, as well as process improvement, change management, and the selling of O’Neil’s SAAS platform.

The ideal MD, PS will have carried a $15 million plus book of business in consulting services and/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 SAAS Platform/IT/Change Management/Consulting Services in the healthcare/financial/Insurance industry verticals, throughout in the U.S.

Primary accountabilities include:

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.

Minimum Qualifications 

  • Bachelor’s degree or higher, or commensurate work experience.
  • Minimum 10 years of IT consulting and/or Software Sales experience—with success at the Senior Manager, Director, and/or Partner/VP/Managing Director levels--leading large projects or account teams within the U.S. Healthcare, Financial Services and/or Insurance market.
  • 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. 

Preferred Qualifications 

  • 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.

REQUIRED LEADERSHIP COMPETENCIES:

  • 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.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

While O’Neil will pay well for the right candidate, a top performer in the Managing Director, Technical Solution Sales – Insurance Industry role will have uncapped income potential and no geographic boundaries within the U.S. (can live and work anywhere in that region)— unlike most analogous roles in the Big 4 industry and with other boutique consulting and executive-level sales roles.  Furthermore, you will be surrounded by top performers from other world-class firms who have also seen the potential for O’Neil to continue to expand into the health insurance, financial services, and insurance industry 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, O’Neil transforms highly complex data into rich, customer-centric communications, and it is doing extraordinarily well in this market segment. Companies in health insurance, financial, and insurance industries rely on O’Neil for high-volume, high-mix communications that are accurate, timely, and secure. O’Neill’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.  O’Neil is a solution-based company that offers customers forward thinking solutions to design, create, print, and distribute their client communications. Collectively, O’Neil’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.

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.

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

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.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

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.

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.

PRIMARY ACCOUNTABILITIES INCLUDE:

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.

MINIMUM QUALIFICATIONS 

  • 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.

PREFERRED QUALIFICATIONS

  • 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.

REQUIRED LEADERSHIP COMPETENCIES

  • 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.

 WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

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.

Testimonials

"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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