Company Overview
Consello Group is a boutique CEO advisory practice with several distinct but integrated business lines, all in one platform – CEO Advisory, Growth & Business Development, Marketing & Brand Advisory, Sports, Entertainment & Leadership, Consello Tech, Consello Capital, and M&A Advisory. Our differentiated offerings and capabilities are designed to cater to the needs of c-suite executives and help our clients achieve industry leadership, drive profitable growth and maximize value creation. The firm’s partner team includes some of the most successful CEOs, founders, investors and leaders across Corporate America. Consello leverages our decades of experience as operators and advisors to provide holistic insights tailored to the needs of the modern-day CEO. In addition, Consello’s extensive network of relationships across the public and private markets driven by our core partner team is a key differentiated advantage for our model. The current client base is primarily comprised of Fortune 500 and late-stage private companies. In our role as the closest advisor to the c-suite of our clients, Consello is uniquely positioned to help leaders define and execute their long-term vision and maximize the value uplift of these initiatives.
Role and Responsibilities
The Director will partner with clients to drive strategic initiatives across the various pillars of the Consello platform with a specific focus on investor engagement and key issues that impact the client’s equity valuation or share price. The role will provide a unique opportunity to work with C-Suite teams of many of the most influential corporations in the world to help them develop, lay out and execute on their long-term business plans.
Specific responsibilities will include:
Partnering with leadership on engagements to drive strategic initiatives for our clients including developing long-term transformation plans, gaining buy-in from internal stakeholders and enabling share price appreciation through improved investor positioning
Coordinating the creation of analysis packets for clients outlining financial results, stock price performance, investor feedback, changes to institutional shareholder base, etc.
Assisting with setting the strategic direction of and drafting and development of client materials, including investor presentations, corporate press releases, letters to shareholders, investor fact sheets and Q&A documents
Leading ideation for developing potential avenues of engagement for new client prospects
Training and mentoring junior team members and support the continued development of an inclusive culture and diverse team.
Monitoring published research and other sources to identify important industry trends and competitor initiatives
Researching and identifying potential institutional investors for clients
Creating and responding to various ad-hoc information requests from clients
Attending industry events and conferences
Representing Consello in the market and acting as an evangelist for the platform
Partnering closely with the senior leadership team to establish Consello’s differentiated brand and product offering and ensure a best-in-class client experience at all touchpoints
Implementing efficient and scalable processes and systems to help build a category leading platform on a global scale
Professional Qualifications
Bachelor’s Degree required, MBA a plus
10+ years of relevant work experience, within financial services, financially focused operating role at a public company, or consulting
Strong financial and analytical experience required
Comfort interacting with senior level executives of public companies
Excellent written and verbal communication skills
Capable of executing projects independently
Advanced knowledge of Microsoft Office, including Word, Excel, and PowerPoint
Detail oriented by nature and not afraid to dig into issues at the lowest level of detail
Ability to translate high-level goals into actionable plans and solutions
Influencing and motivational skills working with people at all levels in a variety of job functions
Track record of leading initiatives, hitting goals, and succeeding in a team environment
Personal Characteristics
An action-oriented self-starter and leader who can drive strategy and execution with a “roll up the sleeves” approach
Strong executive presence and ability to maintain a steady and poised manner in an environment where there are a variety of personalities and differing opinions
Comfortable in new and different situations; ability to shift strategy, lay out a thoughtful plan, and effectively execute. Exceptional judgment, decision making, and negotiating skills
Possesses a growth mindset and a “can do” attitude
Strategic thinker who is insightful, decisive and agile in crafting and executing on business plans
Highly collaborative with a low ego; ability to forge strong relationships across an organization.
Proactive, highly motivated, flexible and team-oriented, with the ability to handle multiple projects concurrently
Able to thrive in a constantly changing, fast-paced and collaborative environment
Crave responsibility and want to shape the vision and direction of the company
Able to quickly define issues, collect and analyze data, identify alternative solutions, project consequences of proposed actions, draw valid conclusions, propose sound recommendations, and implement approved solutions in support of specified goals
Seek exposure to a wide range of situations and want to try your hand at different sides of the business
Compensation: Base salary starting at $250,000; eligible for annual discretionary bonus