Chief of Staff - Remote

Overview

The Chief of Staff will serve as a key strategic partner and right hand to the CEO, driving execution across executive priorities, streamlining communication, and ensuring the leadership team stays focused and aligned.

In Short

• Lead special projects and initiatives from the CEO including cross-functional efforts, growth priorities, M&A diligence, and board deliverables.
• Track progress on strategic objectives, ensuring accountability and follow-through across teams.
• Drive the cadence of executive leadership meetings, including agenda setting, facilitation, action tracking, and follow-ups.
• Partner with the CEO on board communications, investor updates, and company-wide messaging.
• Prepare briefing materials, presentations, and reports for internal and external stakeholders.
• Surface and organize key issues for CEO attention, providing context, analysis, and options to support decision-making.
• Anticipate operational risks, flag misalignments early, and drive resolution.
• Act as an extension of the CEO to help cascade strategy and priorities throughout the organization.
• Partner with Finance, HR, and other departments to ensure the company’s operating model supports scale and clarity.
• Evaluate and improve business processes that impact leadership effectiveness and organizational agility.

Requirements

• 7+ years of experience in management consulting, investment banking, corporate strategy, or operational leadership roles.
• Background in fintech, wealth management, or financial services required.
• Proven track record of working with or within executive leadership teams.
• Exceptional written and verbal communication skills; strong executive presence.
• Able to thrive in a fast-paced, ambiguous, and evolving environment.

Benefits

• An attractive total compensation package.
• Employer-sponsored health insurance (medical, dental, vision).
• 401k + 5% match.