Chief of Staff to Chief Executive Officer (CEO)
About the Company
Innovative wealth management firm specializing in personal finance & financial planning services
Industry
Financial Services
Type
Privately Held, VC-backed
Founded
2019
Employees
201-500
Funding
$51-$75 million
Specialties
About the Role
The Company is seeking a Chief of Staff to the CEO. This pivotal role is designed for a strategic partner who can ensure the seamless execution of the company's ambitious growth plans. The successful candidate will be at the intersection of strategy, operations, and leadership, and will be responsible for translating the company's vision into action, managing cross-functional initiatives, and providing strategic support on critical business decisions. The Chief of Staff will also be instrumental in driving organizational effectiveness, leading special projects, and facilitating communication between the CEO and the leadership team. The ideal candidate for the Chief of Staff position at the company will have an MBA from a top-tier business school, 2-3 years' of post-MBA experience at a top-tier management consulting firm, and a proven track record of managing complex, multi-stakeholder projects. Experience working directly with C-level executives, strong analytical and problem-solving skills, and exceptional communication abilities are essential. The role requires a candidate who is adept at working in fast-paced, ambiguous environments and has a history of building scalable processes and systems. Bonus points are awarded for previous Chief of Staff experience, particularly in venture-backed or high-growth startups, and for a background in financial services, fintech, or wealth management.
Hiring Manager Title
CEO
Travel Percent
Less than 10%
Functions
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