BackStory

Tyler Heymann, CEO of Prism Financial Concepts, has brought together a cadre of entrepreneurial consultants who currently provide services for Prism Financial Concepts clients. And, through various networking events, they (the CxO’s) can expand their range of services by referring to and receiving referrals from other CxO’s in the Prism CxO Group. Prism believes that if the initial CxO Group is successful, it could lead to multiple professional affiliation groups throughout the United States and beyond.

Having created the Group, Prism now needs a Partner / Facilitator to oversee accomplishment of the various goals of the Group, including developing a series of videos for education of Group members and for marketing of CxO services to Prism clients and to the business community at large. Prism believes that someone with relevant experience in coaching, project management, and marketing with an entrepreneurs attitude could successfully take this business model to the next level of success.

Position Overview

We are seeking either a consulting relationship to help us launch this model or a longer term Partner to build and oversee the division.

Why Work With Us?

“Mission based company offering the opportunity to build on our vision in a healthy work culture”

Join our firm and create and foster an environment where our CxO’s can grow professionally, do more team based planning, and give and receive opportunities to and from our ecosystem. Work in a positive and encouraging environment with a team dedicated to excellence. We will value your contributions and perspectives. This position requires a minimum of 10 years’ experience in a coach - facilitator. Must have strong coaching skills, an entrepreneur’s mindset, and a flexible tackle any problem attitude. Should have experience structuring networking groups, roundtables, or other similar community / network-based marketing group from top to bottom including project management experience necessary to get the program off the ground. Preferred software skills include MS Office, Team work or similar PM system, Trello, Quick Books online basics, 90io.

Functions & Objectives Initial Stage

• Create, refine and maintain member bylaws and “rules of engagement” documents
• Research and provide insights necessary to develop a consulting fee sharing model that fits our organizations unique market position and the nature of our CxO relationships
• Help craft and prove the vision for group and vet different monetization models including the possible replication and sales to FA’s nationwide and / or a subscription platform model
• Coordinate the establishment of the operating budget to support the financial goals of the company

Functions Ongoing

• Facilitate monthly meetings for group in support of our goals
• Encourage Group Engagement
• Organize production of marketing and educational videos
• Encourage CxO referrals for Prism and each other
• Participate in developing SOP’s for future replication of the model
• Manage group consulting engagements through Team Work
• Progress reports provided through 90io

Qualifications:

• Previous experience as a coach / facilitator / entrepreneur
• Ability to prioritize and multitask leveraging various computer skills
• Excellent written and verbal communication skills
• Strong attention to detail & organizational skills