Blucora

Available Positions


Director of Strategy

Location: TX - Irving

Description

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

For too long, the financial services industry has ignored the impact of taxes on individual investors. By taking taxes into account, it is possible to increase an individual’s investment returns by as much as 20%, and build a financial plan that will better enable them to reach their life goals.  Blucora is committed to making this vision real. 

We began our journey by bringing together two industry-leading firms to form a foundation in tax-smart investing that is unreplaceable in the industry.  TaxAct is an innovative tax software company that helps more than 4 million Americans prepare their own taxes each year.  HD Vest is the first firm in the world to make it possible for tax professionals to support clients’ wealth management needs (now over $45B for more than 300,000 Americans). 

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality.  Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing and a singular focus on driving end-user value.  

Since charting new territory on a daily basis is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that  problem- solving is a team sport, and feel energized by a good debate, deep dive research, or a fun night out with colleagues, we might be the right firm for you! 

Position Summary

The Director of Strategy role is responsible for defining and driving the strategic priorities to accelerate the firm’s growth over the next few years, e.g., driving tax-smart investing technology innovation, creating an HD Vest advisor productivity program, shaping the TaxAct customer acquisition strategy across digital channels.  

Alongside the Head of Strategy, this individual will serve as a thought partner for senior executives across the organization (e.g., BU GMs, CEO, CMO, CFO, etc.), and work with colleagues at all levels to operationalize the strategy and ensure its success.

Blucora’s CEO, CMO, and Head of Strategy all share backgrounds in strategy consulting and are committed to prioritizing a history of talent and distinctive performance over industry or functional experience.  This role is viewed as an entry point for high potential leaders into Blucora, where after 18-24 months the expectation is for this individual to move into a line management role with broader leadership responsibilities within the firm. 

Strategic projects (70%)

  • Lead 1-2 strategic projects per quarter; e.g., tax-smart investing, digitization of planning, etc.
  • Drive problem-solving and thinking across projects – working across levels in the organization to define strategy and go-to-market plans
  • Serve as key thought partner for senior leaders (e.g., BU GMs, CMO, CFO) across the enterprise 

Strategic planning (15%)

  • Support annual strategic planning process across the enterprise
  • Co-develop top down 3-year financial model with Finance  
  • Work with BUs and functions to develop strategic plans
  • Support annual BU and Blucora-wide strategy off sites  

Board of Directors engagement (15%)

  • Define key strategic topics to cover with the board
  • Outline key messages and storyline for board presentations
  • Work with leaders to develop board materials 

Education and Experience

  • Graduate degree (e.g. JD, MBA, Ph D) from a top-tier institution strongly preferred
  • 3+ years of experience at a top-tier strategy consulting firm such as McKinsey, Bain, or BCG; preferably rated at least in the top 25% of peer class (e.g. tracking+, distinctive)  
  • Track record of effectively managing project/engagement teams
  • Demonstrated ability to act a thought partner for senior executives
  • Financial services experience is nice to have but not required 

Competencies

  • Very strong conceptual problem-solver who is hypothesis driven and quickly able to ‘cut through’ to identify solutions to complex problems 
  • Natural ability to develop relationships across levels in an organization; from senior executives to individual contributors
  • Excellent communicator – both verbal and written – with an ability to influence and inspire others
  • Excels working on highly-collaborative teams (we like to have fun together) 

Physical Demand and Work Effort

  • Keying/typing, sitting, standing, walking.
  • Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance of the job.
  • Compliance with company attendance standards.
  • FLSA status: Salaried, Exempt or Hourly, Non-Exempt.




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