Director of Strategy
|Location:||TX - Irving|
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!
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%)
Strategic planning (15%)
Board of Directors engagement (15%)
Education and Experience
Physical Demand and Work Effort
Are you a returning applicant?
|Back to Search Results