Senior Director, Brand IT
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: 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:

  • 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.
  • Learn the business model and key operating strategies, processes and challenges. This is foundational to supporting the brand.
  • Continually assesses and qualifies Brand technology needs, participates in analysis of solution alternatives and selection. Advocates 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.
  • 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.


  • 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.
    • Track record in supporting business operations in Retail, eCommerce, IT, Sales, Digital Marketing and Brands with effective information technology services and solutions.


  • 7+ years of experience supporting a medium-to-large scale IT business for a consumer/retail/eCommerce organization, including P&L ownership.
    • 10+ years of consumer-based experience.
    • Platform knowledge, including CRM, ERP and understanding of retail and supply-chain concepts.


  • Bachelors degree is required.


  • 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.
  • 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.
  • Prioritization skills and experience.
  • 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.


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.


  • 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.


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


While 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.


"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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