Company Description
We are a B2C/B2B2C social enterprise that supports people in solving the climate problem with financial confidence. Since we believe that if everyone, anywhere, could take climate action without worrying about their financial security, we could increase our success rate toward the net-zero goal. If we succeed, we will become a B Corporation with 100% renewable energy usage that invites over 900 million individuals to join the climate movement with responsible consumption.
Problem Introduction
The problem the startup is trying to solve is the most important since it determines the market size, the minimum viable product, and the people a startup needs. Hence, here is a quick introduction to the problem:
Without finance, climate action is unsustainable. When it comes to climate finance, oftentimes, people overemphasize the importance of investment but ignore the importance of long-term market demand.
Primary market investment is critical; however, investment is not a revenue stream. To accelerate the net-zero transition process, we need long-term market demand. And that’s the space where Optivide aspires to create with systems thinking design and regenerative finance.
The minimal unit of our global society is an individual. It’s the people who work, purchase, invest, vote, and advocate that shape our society's future.
To solve the dynamic, complex climate problem, we need stakeholder engagement with different responsibilities. And when global climate progress is slow due to the huge conflict of interests across different stakeholders and generations, we hope that each individual still has the possibility to plan and prepare for the future climate downside.
Not because climate change is important, but because our future lives are important.
Role Description
This is an advisor role to promote the best interests of Optivide and provide their advice and assistance to support their operation. Your primary focus will be:
- Set up a regular weekly online office hour session to track the progress and the outcomes of the advice for problem-solving and knowledge transfer.
- Conduct reviews with detailed constructive feedback to deliver the product/service to the market quality.
- Address all the concerns and questions asked by the team that are relevant to the internet RIA license, financial fiduciary duties, financial security practices within the Advisor's expertise.
- Estimate the expected costs, timeline, and challenges for the internet RIA license, financial fiduciary duties, financial security practices with the processes, tools, and knowledge required.
- Engage in the talent hiring design process and provide feedback to recruit, empower, and retain the Company's talent for long-term commitment.
- Introduce relevant stakeholders (investors, partners, customers, marketers, etc) to support the Company's success as requested by the Company.
- Provide detailed standard operating procedure guidance for all responsibilities. All guidance must be reviewed and confirmed by the Company.
- Notify the key risks and potential failures for specific tasks, and the preparation to mitigate the problem in advance.
- Record the problems and the challenges that the Advisor has solved with all written evidence to be eligible for the compensation.
The experience and knowledge above will help us to grow our business with positive social impact.
Application Qualifications
Qualifications Screening
- Preferred Name & Contact Email
- Business English Proficiency & Location Time Zone
- At least 10 years of the relevant industry experience
Additional Preferences
- Work Projects/Product Portfolio and Mentor/Advisor Experience
- Professional Certification(PHD, Industry Certification) with Notes
- Anything that could prove relevant to the role(ex: startup experience)
Onboarding Process
The expected start date is within 4 weeks, where the onboarding general experience will look like the following:
In the first 1-3months
- Setup regular meeting time with co-founders and team member
- Familiar with the current business process and tech stacks
- Define the expected outcomes with the timeline, process, boundaries