Opportunities

Chief Operating Officer
Gardner Management, Ltd.
Palos Verdes Peninsula, CA

For over 50 years, Gardner Management (www.gardnercompany.com) has distinguished itself from its competition through exceptional service at all of its apartment communities as a professionally run property management company. From the sublime regions of Northern Santa Barbara County to Los Angeles area gems like Palos Verdes, Lakewood, and the broader South Bay area with properties from the Long Beach to Santa Maria, Gardner Management is committed to making a difference in its beautiful corner of the world. They offer their residents in 1800+ apartment units flexible terms and due dates and onsite management teams at every community. By training and retraining, ensure their team members are qualified and knowledgeable in up-to-date industry practices, laws, and customer service.

Many of the Gardner Management team members are Accredited Resident Managers (ARM®s) or Certified Property Managers (CPM®s) by the Institute of Real Estate Management and bring a great deal of experience, skill and talent to the table. All employees are trained regularly in Fair Housing laws and practices and are expected to implement them in all aspects of their jobs and professional relationships.

The position: Chief Operating Officer

Gardner Management is seeking a Chief Operating Officer (COO), who will report to the President and provide hands-on operational leadership to a property management team of approximately 60 employees of 22 multi-family residential and commercial properties. The COO will have responsibility for the long-term operating performance of the company’s portfolio, develop/enhance company procedures, oversee daily operations, and directly supervise Administrative office(s) staff. The COO will work with the President to set company and department goals that are in the best interest of the properties and the company and direct/coordinate activities of the organization to support those goals while achieving optimum efficiency and profitability by performing the following duties, personally, or through subordinate supervisors.

Principal Responsibilities:

  • Plans, develops and implements organization policies and goals. Keeps overall operations running smoothly and resolves conflicts as they arise. Expectation: Organization operates at peak productivity and profitability.
  • Directs and coordinates promotion of marketing of rental housing and commercial holdings to obtain competitive position in industry. Expectation: Product or service promotions are effective, complete, and timely.
  • Establishes budgeting procedures, then analyzes department budget requests to identify areas in which reductions can be made and allocates operating budget. Expectation: Operating budgets are realistic, cost effective, and accurate.
  • Confers with administrative personnel and reviews activity, cash flow, and vacancy reports to determine changes in programs or operations required. Expectation: Suggested changes are beneficial, accurate, and timely.
  • Reviews vacancy reports and monthly cash flow statements to determine progress and status in attaining objectives, and revises objectives and plans in accordance with current conditions. Expectation: Analysis and plans are thorough, accurate, clear, and beneficial.
  • Directs preparation of directives to division or department administrator outlining policy, program, or operations changes to be implemented. Expectation: Directives are complete, clear, and beneficial.
  • Oversees the Company’s financial operations: monitors financial account activity; oversees monthly closing of books, annual reimbursements, tax preparation and payment; audits books as needed; approves capital improvement expenses. Expectation: Maintains fiscal and ethical responsibility to Owner on the use of all funds.
  • Handles financial affairs as directed, including refinancing of properties, investment of income, and management of investments and employee profit sharing plan. Has final approval powers on all capital improvement projects. Expectation: Carries out Owner’s goals for generating income from investments.
  • Maintains corporation requirements for ownership of all assets. Expectations: Corporation’s requirements and reporting are followed in a timely manner.
  • Handles Owner’s personal financial objectives as requested. Expectation: Confidentiality, discretion, and accountability are vital to the Owner.
  • Facilitates monthly in-person or phone conference meetings with main office management team to evaluate job effectiveness and project management. Expectation: Meetings are productive, thorough, and timely.
  • Visits assets quarterly to assess condition and on-site operations. Concurs with Regional Vice Presidents to evaluate conditions and operations, address deficiencies and make improvements where needed. Expectation: Approaches this task in a spirit of collaboration and with Regional Vice Presidents and with the Owner’s goals in mind.
  • Presides over all company-wide employee meetings and formal meetings of Regional Vice Presidents and community managers and management teams. Officiates annual company-wide meeting and employee appreciation and recognition celebration. Expectation: Meetings are conducted in an efficient, productive, and timely manner.
  • Promotes organization in industry and trade organizations. Expectation: Promotional efforts are professional and productive.
  • Creates and implements a suitable company vision, philosophy, and guiding principles in line with Owner’s goals and promotes them with employees and customers. Maintains a commitment to the company vision and the “spirit” of the organization. Fosters unity and clear communication among employees. Expectation: Company commitment is consistent and positive. Communications are designed to be inclusive, informative, and helpful to all employees.
  • Evaluates staffing and technology needs and implements changes to make the company more efficient and competitive. Expectation: Makes decisions based on Owner’s goals and budgetary constraints.
  • Explores and pursues technology improvements and updates for software and accounting systems. Specifically oversees maintenance of company web site and promotes company website for use by employees and residents. Continually evaluates software used for accounting and record-keeping and makes upgrades or changes as needed. Expectation: Computer operation systems must fit the needs of the company and work within the Owner’s stated goals for the company, while also being efficient, up to date and ideally suited for day-to-day operations.
  • Develops employees for future advancement when possible. Promotes and implements requirements for employee professional development and acquisition of professional designations. Approves employee training and development requests. Expectation: Employee development is accessible to eligible employees.
  • Communicates clearly and directly with employees concerning performance expectations, productivity, and accountability. Expectation: Communication is ongoing, clear, concise, and complete.
  • Seeks and evaluates potential income properties for purchase to expand portfolio and advises Owner of feasibility and profitability. Expectation: Properties assessed to fit with Owner’s stated objectives.

Supervisory Responsibilities 

  • Manages, supports, coaches, and mentors Regional Vice Presidents in Santa Barbara and Palos Verdes Peninsula, who in turn supervise all on-site management teams and roving maintenance employees at all multi-family housing properties.
  • Directs main office administrative staff, including a Bookkeeper and Administrative Assistant.
  • Responsible for the overall direction, coordination, and evaluation of the main office.
  • Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
  • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

EDUCATION

Bachelor’s degree from four-year college or university or equivalent.

QUALIFICATIONS

  • 5+ years multi-family property management experience.
    • Effective management of CapEx and OpEx budgets in accordance with responsibility.

PREFERRED DESIGNATIONS/EXPERIENCE

  • CPM® designation from IREM or similar professional designation. Licensed CA real estate agent or broker.
  • Strong understanding of AB1482 and, ideally, Los Angeles Rent Control/Rent Stabilization Ordinance (RSO).
  • Understanding of Fair Housing and labor law and how it relates to onsite, standby, rental allowance, and payroll.
  • Multi-family construction project experience.
  • Working knowledge of landlord-tenant law, forms, and procedures; real estate construction, maintenance and repairs; commercial and residential rent collection; Company procedures for community managers; knowledge of, ability to and willingness to uphold all Federal, State, and local Fair Housing and Employment laws.

REQUIRED LEADERSHIP COMPETENCIES

  • Relationship-building with an ability to listen, build rapport and credibility as a strategic partner vertically within the business unit, as well as with leadership and functional teams.
  • Excellent leadership skills required, as well as the ability to lead and work as part of a team.
  • Strong operations management experience and mindset, with a bias towards action to deliver results.
  • Strong business partner (customer) focus, with a consultative, collaborative, client-service and team-oriented style.
  • Energy, focus, assertiveness and diplomacy – knowing when to push an agenda and when to let a situation develop, rest or advance.
  • Experience 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 communication skills.
    • 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

Gardner Management is entrusting the reins for their multi-family property management company to this new role at the highest level of the organization.  This is a successful organization that is looking for an operational leader who is ready to take on this multi-faceted responsibility as a servant leader in order to take them to the next level. 

Founded in 1967, Gardner Management is a privately held owner and manager of multi-family rental housing and commercial office space in Southern California.  Their properties are of the highest quality in apartment living, and they pride themselves on the high caliber of service they offer residents.  Their communities are conveniently located in Los Angeles, Santa Barbara and Ventura counties.

As a company, Gardner Management has a unique perspective in the industry. They offer, at no extra charge, month-to-month leases and rent due dates throughout the month. Their management teams are professionally trained to provide the best in customer service to prospective and current residents—some of whom have resided at their properties for a generation. Ensuring that the rental experience is exceptional for each resident is their highest priority. 

Their Founder Theodore R. Gardner II is an accomplished artist and sculptor who has placed works he has collected or created at many of his properties for the enjoyment of all. When you visit one of their properties, you will truly experience the finest in art and surroundings.  It is, in all ways, a beautiful company at which to work and one in which all employees are treated with respect and are rewarded for good work.

Gardner Management, Ltd. has retained Diligent Partners with the exclusive management of this important search. 

Director, IT Operations
Home Franchise Concepts
Irvine, CA

Home Franchise Concepts (HFC) is one of the world’s largest franchising systems in the home improvement goods and services space.  It is among the world’s largest franchise businesses and a recognized leader in franchisee-franchisor relationships. HFC is a division of JM Family Enterprises, Inc., a $17.7B diversified automotive and financial services company that is ranked No. 26 by Fortune as one of the 100 Best Companies to Work For.  Just as the leadership teams at HFC and JM Family embody a culture and spirit epitomized by servant-styled leadership, HFC’s philosophy and mission is to serve and enable franchisees to grow and create financial independence. 

HFC’s four established franchise brands – including Budget Blinds®, Tailored Living®, Concrete Craft® and AdvantaClean® – are consistently rated at the top of their categories and supported by nearly 1,700 franchise territories in North America.  Budget Blinds® is the largest retailer of custom window coverings in North America. Recently, HFC acquired two new franchise brands, Kitchen Tune-Up and Bath Tune-Up to add to its portfolio.

The Position: Director, IT Operations

The Director of IT Operations is responsible for the analysis, design, planning, implementation, and maintenance of all facets of the Information Technology department, that is, the DevOps, SiteOps teams and SecOps to support operations. The Director IT Operations plans, coordinates, and directs all daily operational activities of these departments and provides direction and solutions that enhance mission-critical operations of the IT department.

The Director IT Operations works closely with the Chief Information Officer and other key business decision-makers in identifying and implementing cost-effective technology solutions for all aspects of the business. This position provides the strategy, leadership, and day-to-day management of the DevOps, SiteOps and SecOps departments inclusive of infrastructure, software, hardware, networks, and security. The Director IT Operations has the ultimate responsibility of identifying and designing current and future technical solutions.

Objectives and Responsibilities of the Director IT Operations

Leadership/Supervisory Role: The Director IT Operations first and foremost is a high-level departmental leader who develops and maintains the IT department’s strategic road map, ensuring that information technology capabilities continually support the overall business’s goals and objectives.

The Director IT Operations creates and implements IT policies and procedures that enable strong security and risk-management capabilities. In his/her leadership position, the Director IT Operations explores new technologies and software as appropriate and in conjunction with the IT leadership team (CIO and VP’s) oversees the architecture and implementation of ongoing support of the network, server, and communications infrastructure in order to ensure high performance of the IT department.

The Director IT Operations is in charge of business continuity and disaster recovery within the department, as well as the recommendation and implementation of new investments within the technology infrastructure. He/she assumes responsibility of oversight of the entire network and system infrastructure ensuring proper configuration, implementation, maintenance, and monitoring of security firewalls, sites/software, servers, data and file encryption, and internet connections.

In this capacity, the Director IT Operations also plays a mentorship role to key Information Technology personnel, promoting their professional growth, and readying them for the occupation of his/her position in the future.

Strategy and IT Infrastructure: The Director IT Operations will also play a strategic role in the IT department where he/she coordinates the selection, implementation, and upgrade of the business’s software/applications and services. He/she implements and documents a business recovery strategy for the purpose of resuming operations of system architecture in the event of a disaster.

The Director IT Operations also establishes security architecture and implements procedures and controls that ensure that information and data are secure and in compliance with the security and storage regulations of the business. He/she further leads the process and team members in the analysis, enhancement, and tailoring of current practices and existing systems in order to increase operating efficiencies, as well as reduce and cut costs within the business.

The Director IT Operations works to ensure consistency and maintainability of existent infrastructure environments through the creation, maintenance, and enforcement of well documented standards and procedures for the implementation of technical solutions.

He/she establishes operational and capital budgets in order to address the needs of various areas of the IT department, for example, system infrastructure, security, networks, and databases. He/she also ensures adherence to overall financial objectives of the business and tracks the annual departmental expenditures and directs the department’s financial needs in conjunction with the financial department.

Collaboration and Support: The role of the Director IT Operations is a collaborative one and, as such, he/she builds a collaborative culture within the department and partners with various departments within the organization. The Director IT will collaborate with the financial department in deciding the IT department’s financial needs as well as the financial allocation amongst departmental teams.

He/she also works closely with the Chief Information Officer in the business technology planning process, as well as the analysis of departmental efficiencies and effectiveness. He/she additionally works closely with the VP IT, Program Communications & Support in gathering consumer feedback and developing insights that will lead to the improvement of IT services.

The Director IT Operations also partners with the human resources department in determining the criteria for hiring and recruitment of the IT department in order to guarantee consistent and high departmental performance.

Analysis: The Director IT Operations plays an analytical role where he/she constantly assesses the effectiveness of the existing sites, software/applications, data, and processes developed by the department. He/she analyzes complex business requirements and makes recommendations to the Chief Information Officer for technical solutions, ensuring that these solutions are aligned with the overall business vision, mission, and direction.

Knowledge: The Director IT Operations plays a lead role in the maintenance of knowledge within the IT department, coordinating the implementation of best practices and the adoption of suitable trends. He also keeps track of licensing on all IT related items.

Required Qualifications of the Director IT Operations

Education: The Director IT Operations must have a Bachelor’s degree.

Experience: A candidate for this position will must have had a minimum of 7+ years’ experience supporting a medium-to-large scale IT business for a consumer/retail/eCommerce organization, including P&L ownership.  The candidate must demonstrate successful experience leading a DevOps and SiteOps team in the management of information technology and information systems.

The Director IT Operations will also demonstrate experience with a wide variety of productivity and business software and have a proven track record of creative solution delivery and delivery on business needs. He/she must demonstrate an intimate understanding of network infrastructure technologies, inclusive of security solutions, for example, anti-SPAM and anti-virus technologies.

He/she will also demonstrate a deep understanding of telecommunications and have vast experience in disaster recovery planning and implementation as well as data storage solutions. He/she must have expert knowledge in building and leveraging open source technology.

Communication Skills: The Director IT Operation must have exceptional communication skills both in written and verbal form. This is especially so for his/her leadership position where he/she will be required to convey instructions and sensitive information down the line to the DevOps and SiteOps departments. The clarity of these communications will determine how effectively tasks are executed in the IT department.

The Director IT Operations will also need great communication skills in his/her collaborative role, similarly determining how effectively collaborative tasks are handled. He/she will further need exceptional skills in drafting reports for the Chief Technology Officer. These reports have to be clear, concise, convincing, and unambiguous.

Technology/Software: The Director IT Operations must be technologically adept and possess exceptionally good computer skills. He/she must be highly knowledgeable in enterprise level Cloud technologies and be competent in defect tracking and agile management tools as well as Microsoft stack (Active Directory, Virtualization, Office 365, Exchange On-Prem, IIS, SQL, Teams, Veem, etc.) among other tools.

The candidate must possess a good understanding of enterprise platforms such as Salesforce, ERP, CMS, etc. and CI/DI operations.  Finally, the candidate must possess strong understand of SSO / MFA (single sign-on / multi-factor) technologies that support best operational practices.

Interpersonal Skills: The Director IT Operations will be an enthusiastic problem solver, have advanced critical and strategic thinking skills, have strong attention to detail, have a strong understanding of business processes and the integration of technological processes, work comfortably with senior business leadership, work comfortably in a collaborative environment, be self-motivated and proactive going beyond the call of duty, and have an ability to stay calm in the face of adversity and uncertainty.

Leadership/People Skills: The candidate must demonstrate exceptionally strong leadership skills, having an ability to influence a cross-functional group towards a unified direction and having an ability to influence senior business leadership. He/she must also be a people person who inspires trust and confidence in others, enabling them to easily trust in his/her insights and judgments and readily follow in his/her directives. 

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

Home Franchise Concepts is dedicated to enabling budding entrepreneurs launch and manage franchised businesses in their respective communities that will flourish, generate revenue and delight consumers with the right systems capabilities and exceptional service.  The well-established, 20-year success of HFC’s most established concept, Budget Blinds®, inspired the company to launch its other concepts (Tailored Living®, Concrete Craft® and AdvantaClean®), all of which possess similar and yet unique business requirements, along with alternative strategies to best drive revenue and franchisee success. HFC’s recent acquisitions of two new franchise brands, Kitchen Tune-Up and Bath Tune-Up, are illustrative of HFC’s growth plans.

Within a corporate culture that recognizes and values key contributors who lead from a servant minded mindset, this highly visible lieutenant to the CIO will partner and develop relationships with business leaders throughout the Brand and Home Franchise Concepts.

Home Franchise Concepts has retained Diligent Partners with the exclusive management of this important search.

Senior Director, Brand IT
Home Franchise Concepts
Irvine, CA or Dallas, TX

Home Franchise Concepts (HFC) is one of the world’s largest franchising systems in the home improvement goods and services space.  It is among the world’s largest franchise businesses and a recognized leader in franchisee-franchisor relationships. HFC is a division of JM Family Enterprises, Inc., a $17.7B diversified automotive and financial services company that is ranked No. 26 by Fortune as one of the 100 Best Companies to Work For.  Just as the leadership teams at HFC and JM Family embody a culture and spirit epitomized by servant-styled leadership, HFC’s philosophy and mission is to serve and enable franchisees to grow and create financial independence. 

HFC’s four established franchise brands – including Budget Blinds®, Tailored Living®, Concrete Craft® and AdvantaClean® – are consistently rated at the top of their categories and supported by nearly 1,700 franchise territories in North America.  Budget Blinds® is the largest retailer of custom window coverings in North America. Recently, HFC acquired two new franchise brands, Kitchen Tune-Up and Bath Tune-Up to add to its portfolio.

The Position: Senior Director, Brand IT

As a shared report to both the HFC CIO and the brand President, the Senior Director of Brand IT will be a key member of the brands leadership team, responsible for supporting the brand strategy’s key assessments, requirements, communications, planning and oversight of projects and programs, and most importantly, to ensure that the Brand’s overall strategic plans and tactical needs are implemented, while delivering value and results to our end customer (the Franchisees).  He/she will be responsible for coordinating, tracking and communicating overall Brand portfolio success as measured cross-functionally against benchmarks and progress targets.  Success entails ensuring alignment with the Brand’s business objectives.

The Senior Director will advocate on behalf of his/her HFC Brand for IT solutions that support efficient and resilient business operations, while leveraging HFC’s shared services organization to provide implementation, delivery and ongoing program and technical support.  He/she will involve appropriate individuals and groups when planning for and implementing IT-related projects, programs or process changes and be responsible for informing the Brand community about IT progress or changes that will impact Brand franchisees’ business operations.

Learning agility, analytical excellence, discipline, communication and the capability to engage and collaborate across a relationship-based organization in order to listen, influence and drive change and continuous improvement at all levels are essential attributes.

Principal Responsibilities:

  • Coaches Brand Leadership and enables them to articulate their brand’s needs and requirements that will advance business performance and achieve Brand goals. Learns the business models and key operating strategies, processes and challenges. This is foundational to supporting the brand.
  • Partners with Brand Leadership and Corporate Leadership to grow the Brand through the use of digital and commerce strategies. Develops an “end to end” customer experience vision, across the Brand and its functions, to improve the franchisee experience with products and services.
  • Continually assesses and qualifies Brand technology needs, participates in analysis of solution alternatives and selection. Partners with Shared Services, and with Enterprise Architecture, to develop and maintain multi-year business capability roadmapsAdvocates on behalf of the Brand and partners with HFC’s shared services team to ensure that projects and programs meet Brand expectations of purpose, functionality, performance, reliability and value to the business. 
  • Provides and maintains clear and timely communication lines to the HFC community – franchisees, Brand leadership, HFC leadership and Corporate IT. Acts as the “IT Voice of the Brand,” ensuring that Brand stakeholders are informed and aware of projects and program status, including upgrades, implementation plans, planned and unplanned outages, cybersecurity issues and of individuals’ responsibilities in collaborating with Brand and Corporate stakeholders for team success.
  • Focuses on business value, rather than on solutions to develop ideas, including digital awareness, risk assessments, business continuity and business capability requirements.
  • Promotes and fosters exceptional customer service. Fosters a work ethic in which relationships within IT and the Brand are maintained in a positive and professional manner.  Establishes and monitors team and individual accountabilities and establishes service level agreements with Corporate IT and business partners in order to maintain expectations of the Brand and Corporate communities.
  • Collaborates effectively with key business and IT stakeholders. Works with HFC’s IT leadership team to develop and ensure compliance with corporate standards and IT methodologies used for application selection, implementation, upgrades, service pack releases, support and maintenance, etc.  May recommend the selection of new applications, acquisition and implementation planning.  Builds, earns, and maintains trust-based relationships with franchisees and helps create strategic information technology plans in collaboration with Corporate IT.
  • Promotes and implements best practices. Brings best-in-class application related practices to the organization in order to deliver business solutions that meet business requirements as well as industry regulatory requirements.  Promotes and demonstrates knowledge sharing and continuous learning.  That said, flexibility and the ability to effectively deal with ambiguity in a rapidly growing company is key to the success of this role.
  • Communicates Technology Strategy, Business Value, Program Progress. Frequently provides communication updates to brand and most importantly, Franchise Council and Franchise Body.

QUALIFICATIONS:

  • 8+ years successfully streaming, unifying, managing and developing teams across multiple disciplines and backgrounds.
  • 5+ years of experience leading technology and or business programs, change-management and delivery.
    • Broad experience in database integration, enterprise architecture principles, software development, digital/commercial web delivery, back-office systems design and implementation.
    • Effective management of CapEx and OpEx budgets in accordance with responsibility.
    • Integrating enterprise-level software platforms and migrating from legacy systems.
    • Platform knowledge, including CRM, ERP and understanding of retail, manufacturing and supply-chain processes and concepts.

PREFERRED PROFICIENCIES AND EXPERIENCE:

  • 7+ years of experience supporting a medium-to-large scale IT business, including P&L ownership.
    • 10+ years of consumer-based experience.
    • Track record in supporting business operations in Retail, eCommerce, IT, Sales, Digital Marketing and Brands with effective information technology services and solutions.

EDUCATION:

  • Bachelors degree is required.

 REQUIRED LEADERSHIP COMPETENCIES:

  • Relationship-building with an ability to listen, build rapport and credibility as a strategic partner vertically within the business unit, as well as with leadership and functional teams.
  • Excellent leadership skills required, as well as the ability to lead and work as part of a team.
  • Strong program / project management experience and mindset, with a bias towards action to deliver results.
  • Strong business partner (customer) focus, with a consultative, collaborative, client-service and team-oriented style.
  • Energy, focus, assertiveness and diplomacy – knowing when to push an agenda and when to let a situation develop, rest or advance.
  • Experience effectively managing relationships with internal business partners, service partners, and vendors.
  • Ability to decompose IT services into the base competencies and capabilities required to deliver them.
  • Strategic leadership experience and ability to facilitate alignment across multiple geographies.
  • 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 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.
  • 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.
    • 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

Home Franchise Concepts is dedicated to enabling budding entrepreneurs launch and manage franchised businesses in their respective communities that will flourish, generate revenue and delight consumers with the right systems capabilities and exceptional service.  The well-established, 20-year success of HFC’s most established concept, Budget Blinds®, inspired the company to launch its other concepts (Tailored Living®, Concrete Craft® and AdvantaClean®), all of which possess similar and yet unique business requirements, along with alternative strategies to best drive revenue and franchisee success. HFC’s recent acquisitions of two new franchise brands, Kitchen Tune-Up and Bath Tune-Up, are illustrative of HFC’s growth plans.

Within a corporate culture that recognizes and values key contributors who lead from a servant minded mindset, this highly visible lieutenant to the CIO will partner and develop relationships with business leaders throughout the Brand and Home Franchise Concepts.

Home Franchise Concepts has retained Diligent Partners with the exclusive management of this important search.

Chief Information Security Officer
Company Confidential
Southeastern United States

Our client is one of the largest suppliers of agricultural products in North and South America, with increasing agricultural operations in Australia, making it now one of the largest agricultural companies by revenue in the world.

With a vast social presence and excellent distribution capabilities, our client has developed a stellar track record of customer satisfaction for more than 20 years.

The Company is headquartered in the southern United States, with R&D and manufacturing operations in 3 other North American locations, and a growing number of offices throughout Europe, Asia, and the Americas. 

The Position – Chief Information Security Officer (CISO)

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 and client information and technical assets. This position is responsible for identifying, evaluating and reporting on security risks, aligning security posture of the organization in a manner that supports effective protection of information assets, and managing and executing security controls in support of the Company's compliance and regulatory requirements. This CISO position requires a visionary leader with 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.

A key element of the CISO's role is working with executive management to determine acceptable levels of risk for the organization and driving security into business processes throughout the Company, from product development to technology maintenance and management.

The ideal candidate for this role will be a consensus builder and an integrator of people, processes, and technology in a fast-moving, consumer focused environment. 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. 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 ten or more years of relevant security experience, including five or more years in a significant leadership role.

Principal Responsibilities:

  • Develop, implement and monitor a global strategic, 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 security organization talent, engaging/managing third parties as needed to ensure the required capabilities are available either internally or externally.
  • Facilitate information security governance through the implementation of a hierarchical governance program, including interaction with the cyber security working group.
  • Develop, maintain and publish up-to-date information security policies, standards and guidelines. Oversee the approval, training, and dissemination of security policies and practices.
  • Work with various Business Units, Sales Leaders, and Departmental heads in developing an Enterprise Risk Management Framework.
  • Implement a standard Risk Philosophy, Risk Universe & Risk Taxonomy.
  • Develop and manage information security budgets, and monitor for variances.
  • Create and manage information security and risk management awareness training programs for all employees, contractors and approved system users.
  • Work directly with the business units to facilitate security risk assessment and risk management processes, and work with stakeholders throughout the enterprise on identifying acceptable levels of residual risk.
  • Provide regular reporting on the current status of the security program to risk management committee, senior business leaders and the board of directors as part of a strategic enterprise risk management program.
  • Create a framework for roles and responsibilities with regard to information ownership, classification, accountability and protection.
  • Develop and implement an information security management framework that aligns with our business model, our risk profile, and our 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 team to ensure that security and privacy programs are in compliance with relevant laws, regulations and policies to minimize or eliminate risk and audit findings.
  • 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.
  • 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: 

  • Ten or more years of combined experience in information security and risk management.
  • Experience in driving change in security functions within multiple organizations.
  • Seven or more years of experience working with IT security guidelines and requirements outlined or as driven by SOX, GLBA, PCI-DSS, FedRAMP, etc.
  • Five or more years of leadership experience driving transformational change within cloud-based, secure environments with control systems.
  • Experience implementing a revenue-driven SOC.
  • Experience with contract and vendor negotiations.
  • Demonstrate ability to succeed within fast-paced, high-growth environments.
  • 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.
  • Poise and ability to act calmly and competently in high-pressure, high-stress situations.
  • Must be a critical thinker, with strong problem-solving skills.
  • Exhibit 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.

Education:

  • Bachelor’s degree in Business Administration, Computer Science, Information Technology, Engineering or equivalent professional experience required. Graduate degree preferred.

Required Certifications:

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

This client has retained Diligent Partners with the exclusive management of this 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.

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