Chief of Staff

Job Summary

A company is looking for a Chief of Staff.

Key Responsibilities

• Lead special projects and initiatives from the CEO, tracking progress on strategic objectives
• Drive executive leadership meeting cadence, including agenda setting and action tracking
• Organize key issues for CEO attention, providing context and analysis to support decision-making

Key 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
• Able to thrive in a fast-paced, ambiguous, and evolving environment
• MBA or advanced degree in Business, Finance, or related field preferred