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Strategic Initiatives Director

2 months ago

Old Toronto, Ontario, Canada Purpose Unlimited Full time

About Purpose Unlimited

Purpose Unlimited is a leading independent financial services company that prioritizes customer-centric innovation and technology-driven solutions. As a forward-thinking organization, we are dedicated to developing a diversified product platform that addresses historically underserved segments of the market.

Role Overview:

The VP, Strategic Initiatives & Chief of Staff will play a pivotal role in driving the strategic initiatives of Purpose Unlimited, working closely with the CEO and the Senior Leadership Team (SLT). This role is designed for a dynamic and strategic leader who excels in operational execution, organizational strategy, and executive support.

Key Responsibilities:

  1. Strategy Execution:
  • Execute corporate strategies, ensuring alignment with the company's mission, vision, and long-term goals.
  • Oversee the OKR process, including the development, tracking, and reporting of OKRs across the organization.
  • Facilitate strategic planning sessions, helping to translate the CEO's vision into actionable plans.
  • Ensure that strategic initiatives are prioritized, resources are allocated effectively, and execution is monitored for success.
Chief of Staff Duties:
  • Serve as a trusted advisor to the CEO, providing insights, recommendations, and support on key strategic decisions.
  • Act as a liaison between the CEO and senior leadership, ensuring effective communication and alignment across the organization.
  • Manage the CEO's priorities, ensuring that time and resources are focused on the most critical strategic initiatives.
Program Management: Resource Allocation & Prioritization:
  • Develop and manage processes for effective resource allocation, ensuring that the company's resources are deployed in alignment with strategic priorities.
  • Lead Purpose's cross-functional team prioritization model, working across the organization to organize core project priorities, teams, and resource allocation, ensuring that milestones are met and objectives are achieved.
  • Lead program increment planning sessions, ensuring collaboration and alignment across teams. Evaluate and adjust priorities as needed, in response to changing business conditions or new opportunities.
  • Proactively identify and escalate impediments, manage risks, and deploy solutions to ensure continuous delivery of value.
  • Drive relentless improvement by evaluating program performance and implementing process enhancements.
Leadership & Collaboration:
  • Collaborate with senior leaders to drive organizational change and foster a culture of accountability and execution.
  • Provide leadership, guidance, and mentorship to team members, ensuring that they have the tools and support needed to succeed.
  • Foster strong relationships across the organization, promoting collaboration and alignment on strategic goals.
Performance Monitoring & Reporting:
  • Develop and implement metrics and reporting systems to monitor the progress of strategic initiatives and OKRs.
  • Provide regular updates to the CEO and the SLT on the status of key initiatives, highlighting areas of success and opportunities for improvement.
  • Serve as the main point of contact for program communications, conveying progress, risks, and opportunities to stakeholders at all levels.

Qualifications:

  1. Experience:
  • Minimum of 10 years of experience in corporate strategy, management consulting, or a senior operational role, with a focus on strategy execution.
  • Experience working directly with C-suite executives, particularly in a Chief of Staff or similar capacity.
  • Proven track record of leading and executing large-scale strategic initiatives in a complex organizational environment.
Skills:
  • Strong strategic thinking and problem-solving abilities, with a keen understanding of business dynamics in the financial services industry.
  • Excellent communication and interpersonal skills, with the ability to influence and build consensus at all levels of the organization.
  • High level of organizational and project management skills, with a demonstrated ability to prioritize and manage multiple initiatives simultaneously.
  • Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
  • Proficiency in using data and analytics to drive decision-making and monitor performance.
  • Strong understanding of Lean and Agile practices.
  • Certification in Project Management or Agile methodologies is a plus.

What We Offer:

  • Opportunity to work directly with the Founder/CEO and Senior Executive Team of a leading financial services firm.
  • Be at the forefront of driving strategic initiatives and making a tangible impact on the company's growth and success.
  • Collaborative and inclusive work environment that values innovation and results.

Why Join Us?

  • We are a Top Small & Medium Employer in Canada.
  • We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
  • We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
  • We care about your rewards - Competitive compensation including equity program.
  • We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
  • We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
  • We care about your family - Paid parental leave for eligible employees with a top-up.
  • We care about your future – Generous Group RRSP matching and an optional TFSA program.
  • We care about your development – We offer training opportunities and tuition support year-round.

Purpose Unlimited is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People & Culture team at -