About CREO

CREO is a NYC-headquartered not-for-profit with a mission to mobilize and catalyze high-impact capital to drive the necessary transition to a low-carbon, sustainable, and prosperous future for all.

To achieve our mission, CREO works with a large ecosystem of global stakeholders, including Members (wealth owners, family offices, and family enterprises), Affiliate Members (select institutional and corporate investors), and Partners (aligned investors such as pension funds, university endowments, or private equity; government; not-for-profit organizations; and academia).

We facilitate investment in sustainability by helping large asset owners and our membership community, to build knowledge and confidence via shared insights, research, and programming that focuses on the question of 'how' to invest in the decarbonization transition.

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About Strategic Initiatives and the Position

In 2024, CREO set out to grow its impact beyond its four Core Activities to tackle enduring gaps and friction points in sustainability finance. Using strategic collaboration with sub-communities of members, partners and select stakeholders, CREO will innovate and implement solutions to challenges at the crossroads of sustainability and capital markets.

Established Working Groups to date include First of its Kind (FOAK) Project Financing; Future of Food; Financing Nature-Based Solutions; and Derisking Emerging Markets. Other areas of focus include working with our next generation wealth owners through our Rising Leaders Group and leading DevU, a program to uplevel C-Level executives of climate startups on project development and finance. Current partnerships with institutional asset owners include a two-year partnership with the Net Zero Asset Owners Alliance (NZAOA) and a 5-year partnership with the Investor Leadership Network (ILN).

CREO seeks an experienced and entrepreneurial executive to build and lead CREO’s Strategic Initiatives which aim to undertake a series of strategic and time-bound interventions that sit outside of CREO’s four Core Activities and unlock more capital to support a sustainable future.

The Global Head of Strategic Initiatives will build and lead a high-performing team of four and closely collaborate with the Research, Investment Facilitation, Advisory, and Programs Teams. The role requires high collaboration with the CEO and other members of the Executive Leadership Team (ELT) and a high degree of Member and other Stakeholder relationship management. The position will report to the Chief Executive Officer (CEO) and be a member ofthe Executive Leadership Team (ELT).

The Strategic Initiatives team will be composed of 5 positions at its inception:

1. Global Head of Strategic Initiatives (strategy development and executive lead)

2. Director, Strategic Initiatives (existing)

3. Policy Manager (existing)

4. Program Manager (existing)

5. Analyst (to be hired)

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Year One Objectives

1. Develop a thorough understanding of the Sustainability Investing marketplace.

This includes understanding how catalytic capital, including philanthropic capital can help derisk solutions that need to be scaled by 2030, where family-controlled businesses can lead and/or accelerate the decarbonization transition, and which opportunities within the CREO community can unlock more capital and accelerate decarbonization.

2. Develop a prioritized strategy for CREO’s Strategic Initiatives, then launch and lead the work. This includes creating a framework for tracking outputs (e.g., capital deployed) and outcomes (e.g., decarbonization, sustainability) across all Working Groups and Strategic Partnerships, as well as delivering quarterly reporting to the Board and annual reporting to Members, Partners, Donors and other key stakeholders.

3. Build a high-performing team to deliver on the strategy and define a framework for effective cross team collaboration with the Research, Advisory, Investment and Programs teams.

4. Initiate creative ideas and launch new interventions that CREO is uniquely positioned to lead.

5. Contribute to organizational strategy development and implementation in collaboration with the CEO and the ELT in support of CREO’s mission, goals and strategic priorities.

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Desired Qualifications

• At least 15 years of relevant work experience in a combination of sustainability-related strategic consulting/advisory; sustainability solutions investment, and/or strategic operations. Highly desirable candidates may bring equivalent experience in finance and/or investment banking with experience working with family offices, family foundations, and/or other institutional asset owners.

• Ability to develop outcomes-focused collaborative frameworks and successfully manage and deliver multiple complex projects and outcomes

• Ability to build trusted relationships with a range of stakeholders, inspire people to move outside their comfort zone, and persuade them to take action

• Experience leading at the executive level, including managing a high performing team, building strategic plans, and meeting/reporting on specific key performance indicators

• Comfort working in a multi-time-zone setting that leverages cloud-based platforms for work activities and communications, including Outlook, Slack, and Salesforce

• Ability to handle confidential information with integrity and discretion

• Fluency in English required, fluency in other languages desirable

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Compensation & Benefits

This role will be paid a base salary between $185,000 and $210,000, commensurate with experience. Additionally, this role will be eligible for performance bonuses equal to up to 20% of the base salary.

In the US, CREO relies on ADP as our employer of record, and ADP administers our benefits and 401(k) plans. Medical, dental, and vision insurance plans are available for the employee plus spouse, children, and whole family; CREO contributes a monthly flat fee towards premiums, with the specific amount dependent on plan type, plus Basic Life AD&D. After six months of service, employees are eligible to participate in the 401(k) plan, and CREO matches contributions up to 4% annually.

CREO offers flexible schedules to accommodate personal obligations and/or caregiving responsibilities.

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Interested candidates may send a note expressing interest and their resume to hiring@creosyndicate.org.

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More About CREO

We lead with the intensity of an investment bank and the heart of a foundation. All team members are partners in further engaging, supporting, and activating CREO’s growing membership across two Global Hubs – the Americas and EMEA – and 25+countries to advance CREO’s goal of helping members deploy $100B of high-impact capital into the decarbonization transition by 2025 and catalyze $900B of institutional capital by 2027.

CREO is not, and does not provide services as an investment advisor, investment analyst, broker, dealer, market-maker, investment banker, or underwriter.

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Authorization to work in the United States or United Kingdom is required.

As an Equal Opportunity Employer, we are committed to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs and job requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.