• Create a plan to build a market leading financial technology company that inspires a generation.
• Build an effective brand and market presence that reflects the history of the founders and the power of the opportunity.
• Effectively collaborate with the BDC CEO and Board of Directors to set annual business goals, promote the best interests of OBS, and continue to develop the OBS vision. 
• Lead OBS in a way that exemplifies fiduciary and governance best practices. Put simply, you’ll always do the right thing for OBS, its team members and its customer. 
• Set and achieve organizational goals and P&L financial objectives while providing financial checks and balances. Overseeing operating plan, budget, cash flow, and company finances. 
• Build and lead an effective and cohesive executive management team to include all company employees, while establishing a basic personnel policy, initiating and monitoring policies relating to personnel actions and training and professional development programs. 
• Ensure company objectives and standards of performance are not only understood but owned by management and employees. 
• Ensure company complies with all applicable legal and regulatory requirements and, where appropriate, best practices. 
• Establish, achieve, and report on financials and milestones to BDC CEO and Board of Directors.
• Develop short/long term company and product roadmap. 
• Establish and implement short- and long-term goals, objectives, policies, and operating procedures.

Job Summary