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Director of Succession & Strategy 

EOE StatementWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Company Description and Mission:

We have a holding company (Peterson Brothers Inc. - 'PBI') with several independent unrelated business in it. We have created a governance process and principles that allow the holding company to leave almost all the authority of running an independent business well, to the management team in that business.

First, we need to make sure that management at each business is highly capable of running and growing each business according to our ideal and ever morphing vision of best practices. Then we need to make sure that we are fueling the businesses growth with incoming people in sufficient volume to backfill existing management and fuel growth. The incoming management people need to understand deeply and richly our governance and principles to ensure that they are as or more capable than our current best.\

As several well tenured senior managers transition into retirement (both in the holding company and the operating businesses), this individual will lead the effort to build and install the needed succession related processes, systems, and programs needed to ensure the ongoing competent governance of each operating business generation after generation. The Director of Succession & Strategy will work closely with the holding company as well as their leadership teams to develop and inculcate these best practices throughout the partner companies.

Key Responsibilities:

The responsibilities for this position have been condensed into the below key focus areas to support continued success of PBI partner corporations. The Director of Succession & Strategy is a service provider, and as such, is expected to provide any service that the partner corporations need to help make their business successful.

  1. Culture - Develop a deep understanding of the PBI operating principles in order to ensure they are the DNA from which all systems are derived.
  2. Process Creation and Management - Review, refinement or creation of all needed succession related processes, procedures, systems, policies and guiding principles to ensure accuracy as well as continued relevance in company culture. Use strong written communication skills to draft, revise and publish documentation as needed.
  3. Development of Training - Engage with the leadership of each corporation PBI supports to understand the skill gaps they face and design and develop training to meet their learning needs. Instruct the trainers on delivery of learning objectives as well as assist in delivery of training as needed. Evaluate the efficacy of training by establishing and ensuring desired results are achieved.
  4. Leading without Authority - Support and promote all PBI succession related operating principles with senior level non-direct reporting business leaders. Build relationships and rapport with team to understand motivation and values. Seek opportunities to create value for your team at work.
  5. Reporting & Documentation - Build and maintain all relevant KPIs to measure individual and team goals using an OKR framework. Evaluate efficacy of goals and update as necessary
Position Requirements

Skills, Abilities & Requirements:

  • Critical Thinking – Must be able to spend the majority of the day problem solving individually and in a group setting. Positive conflict resolution skills will be a key factor to success
  • Team Interactions - Must be able to work with and lead a team, give and take direction as well as create and follow work rules
  • Flexibility– Must be able to change direction and priority without difficulty
  • Organization Skills – Must be organized in thoughts, words and actions. Must be a linear thinker
  • Communication – Strong oral and written communication skills as well as mathematic skills for financial analysis
  • Decision Making & Judgement – Learn from directions, observations, and mistakes and apply procedures using sound judgment.
  • Technology – Proficiency in MS Office Suite required; design and web application skills preferred
  • Leadership Experience – Minimum 2 years supervisory experience required; executive level leadership preferred
  • Education – Bachelor’s degree required; MBA preferred

Preferred Experience/Skills:

  • Human Resources or related experience
  • Experience working in blue and white collar industries
  • Experience working with committees and/or boards of directors

Physical Requirements & Work Environment:

The physical requirements of this position are those of a typical sedentary office environment. A significant amount of time will be spent sitting with the reminder of time spent walking and standing. Must have functional conversational hearing as well as visual acuity with or without the assistance of corrective equipment. Must be able to bend, stoop, lift up to 20 pounds.


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