Job summary
Job post source
This job is directly from Flourish
Job overview
The Strategy and Planning Lead at Flourish is a strategic partner to the CEO, driving growth and operational excellence in a fast-growing WealthTech company.
Responsibilities and impact
The role involves acting as the CEO's proxy, collaborating across departments to align goals, managing key organizational processes, leading cross-functional projects, conducting financial modeling, and ensuring effective communication and execution of company strategy.
Compensation and benefits
The position offers a base salary range of $128,000 to $168,000 plus bonuses, with competitive pay and benefits including incentives and equitable compensation.
Experience and skills
Candidates need 5+ years in high-growth environments preferably in fintech or financial services, strong project management, analytical and financial modeling skills, excellent communication, and autonomy; preferred qualifications include relevant degrees and prior strategic leadership roles.
Career development
The role provides broad exposure to all facets of a scaling WealthTech company, offering opportunities to learn fintech strategy, operations, and scaling in a startup environment backed by a Fortune 500 company.
Work environment and culture
Flourish is a small, highly collaborative, rapidly growing startup with a positive, action-oriented culture supported by the stability of a Fortune 500 parent company.
Company information
Flourish is a WealthTech company founded in 2017, serving over 1,000 RIAs managing $2.6T in assets, offering financial products and soon lending services, and is a subsidiary of MassMutual Life Insurance Company.
Team overview
The Strategy and Planning Lead works closely with the CEO, Operating Committee, General Counsel, and leadership teams across multiple departments in a collaborative environment.
Job location and travel
The company is headquartered in New York City; no specific remote or travel details are provided.
Unique job features
This role is unique in serving as a CEO proxy and strategic partner with broad cross-functional influence and involvement in high-level financial and operational planning in a WealthTech startup.
Company overview
Flourish is a company that specializes in providing advanced data visualization and storytelling tools, enabling users to create interactive and engaging visual content. They generate revenue through subscription-based services, offering various pricing tiers tailored to individual users, businesses, and enterprises. Founded in 2016, Flourish quickly gained recognition for its user-friendly platform that empowers non-technical users to produce professional-grade visualizations. The company was acquired by Canva in 2021, which has further enhanced its capabilities and reach within the design and data visualization industry.
How to land this job
Position your resume to highlight your strategic leadership, cross-functional collaboration, and ability to act as a proxy for the CEO, emphasizing experience in fast-paced fintech or financial services environments.
Focus on showcasing your skills in financial modeling, data analysis, executive communication, and project management, as these are critical for driving Flourish's growth and operational excellence.
Apply to the Strategy and Planning Lead role through multiple platforms including Flourish's corporate career page, LinkedIn, and reputable fintech job boards to maximize your application visibility.
Connect with current Flourish employees in the Strategy, Operations, or Executive teams on LinkedIn; use ice breakers like commenting on Flourish's recent acquisition of Sora Finance or expressing interest in their approach to WealthTech innovation.
Optimize your resume for ATS by incorporating keywords such as 'strategic partner,' 'financial forecasting,' 'cross-functional initiatives,' 'executive communication,' and 'financial modeling' to ensure it passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application channels, and find relevant LinkedIn contacts, allowing you to focus your time on networking and interview preparation.
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