Director of Strategic Initiatives

Job description

We are a fast-growing, mission-driven financial services company that provides quality financial services for all: from protecting grandma’s money from scammers to providing supplemental financial tools that support disabled veterans. We are looking for a Director of Strategic Initiatives, who is passionate about our mission and relishes the fact that every day we have the privilege of serving those who are often overlooked by big financial institutions.

This is a high-visibility role, in which you will work closely with the CEO, COO, and the full company leadership team, while also having a high level of autonomy in your day-to-day work.

What you’ll do:

  • Manage large cross-functional projects that are top priorities for company leadership
  • Synthesize large amounts of information, distilling key insights to share with company leaders and across organization
  • Conduct key quantitative and qualitative analyses to support decision-making by company executives
  • Compile, author, and edit briefing materials and build presentations
  • Organize and facilitate internal and external meetings (e.g., creating agendas, taking notes and action items, drafting correspondence, and following up to see action items through to completion)
  • Work closely with product, engineering, sales, marketing, support and operations managers

Who you are:

  • 3+ years experience in management consulting or similar field
  • Jill-of-all-trades with experience in wide-ranging or cross-functional areas, and an eagerness to learn new skills with an ability to comfortably dive into most/any area of the business or product
  • Strategic thinker, data-driven and analytical in approach to solving problems
  • Good listener with strong written and verbal communication skills
  • Relationship builder who excels at developing relationships based on trust
  • Systems and process-thinker who loves creating order out of chaos
  • Deeply loyal person and a steel-trap with confidential information
  • Fast learner who is able to quickly get smart about a new context, industry, or set of requirements
  • Team player who understands we succeed by working together and supporting each other
  • Interested in learning from feedback and dedicated to improving your skills

Why you’ll love us:

  • We’ve got the energy and passion of a startup combined with the professionalism of a financial services firm and the compassion of mission-driven organization that truly cares about the people we serve.
  • We offer competitive salary packages, Health, Dental & Vision coverage, flexible working hours, early-stage equity, and an awesome vacation package.
  • Our customers are not only grateful but are the absolute best. We have the privilege  of providing financial protection for vulnerable members of society and partnering with expert service providers to do so. Our customers and partners  love us and we love them back. You can sleep soundly every night knowing you are doing a really wonderful thing by getting our services into more hands.
  • We treat each other like we treat our customers: with 100% respect and dignity. Diversity and inclusion are cultural values we take very seriously and welcome team members of all backgrounds and identities.
  • Our office is dog friendly, full of snacks, catered lunch, and friendly, caring people.
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About True Link

We are a mission-driven, venture-backed startup growing quickly into a large financial enterprise. We solve complex, life-changing problems for older adults, who are often neglected by the financial services industry but make up a large and fast-growing percentage of the population.

It is an honor to wake up in the morning knowing that we have a profound impact on our customers’ lives, whether it’s our True Link Prepaid Visa Card saving a retiree from losing thousands of dollars of his savings to scams and fraud or our best-in-class Trust Solutions platform helping a guardian manage her client’s disbursements and long-term spending plan.

If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our San Francisco-based team. (TL DR: No bozos, no jerks.)

Click here to view all open positions. 

The Perks

  • Competitive salary
  • Early-stage equity
  • Medical, dental, and vision coverage
  • Free catered lunch
  • Annual team retreat and fun team outings
  • Parent-friendly
  • Flexible hours and great vacation benefits
  • Nap room and stocked kitchen
  • Flat org structure
  • Dog-friendly office!