Confidential Hiring for Chief of Staff to CEO at New York, NY Full Time NEW

About Us

Launched two years ago and backed by Bessemer Venture Partners, Thrive Capital and other private investment firms, we are a tech-infused financial services platform focused on driving growth across a sub-sector of financial firms in the United States. Since launch, we were instantly placed on a track to operate at the scale of a top 100 of our sub sector. With many partnerships secured, and multiple deals under LOI, with substantial committed capital, we expect to achieve the revenue equivalent of a top 50 US tech infused financial services in our sub-sector, with ambitions to scale into a multi-country platform in the short term.

Our mission is to collaborate with local firms to enhance their independence while boosting their revenue and profitability—leveraging data-driven strategies, cutting-edge technology, and an experienced leadership team.

Position Overview

Reporting directly to the CEO, the Chief of Staff position is newly created and will serve as a trusted advisor and operational partner. This high-impact, high-visibility role is ideal for an career professional (3–7 years post undergrad) with experience at a top-tier management consulting firm or private equity firm. You will work hand-in-hand with the CEO and leadership team to drive strategic initiatives, manage cross-functional projects, and optimize execution across the organization. This role has limitless long term growth potential.

Key Responsibilities

1. Strategic & Analytical Thinking

• Proactively identify and frame key business challenges, analyze complex problems, and develop actionable recommendations.

• Work with senior leadership to shape strategic direction and support data-driven decision-making.

2. Data Analysis & Insights

• Collect and interpret metrics to inform business decisions, spanning finance, operations, and new growth initiatives.

• Synthesize quantitative and qualitative data into clear insights and recommendations.

3. Project Management & Execution

• Oversee complex, cross-functional initiatives, ensuring alignment on goals, timelines, and deliverables.

• Drive accountability and maintain momentum, keeping projects on schedule and on budget.

4. Executive Communication

• Prepare executive-ready materials, including presentations, memos, and talking points for meetings with internal and external stakeholders.

• Coordinate leadership meetings, staff sessions, and strategy reviews, ensuring all discussions are purposeful and drive outcomes.

5. Stakeholder Engagement & Leadership

• Build strong relationships with senior leaders, partners, and external stakeholders.

• Act as a key liaison to ensure consistent messaging and effective collaboration across teams.

6. Meeting Leadership & Coordination

• Organize agendas, facilitate meaningful discussion, and capture action items for executive-level meetings.

• Track and follow up on critical items to ensure timely completion.

Qualifications

• 3–6 years of professional experience post-undergrad, ideally at a top-tier management consulting/investment bank and an operationally oriented private equity firm.

• Proven analytical and problem-solving skills, with the ability to break down complex issues and drive data-driven solutions.

• Strong project management expertise, including experience coordinating cross-functional teams in a fast-paced, dynamic environment.

• Exceptional communication skills—clear, concise, and persuasive in both written and verbal formats.

• Demonstrated executive presence—comfortable interacting with C-level stakeholders and senior leadership.

• High degree of initiative, resourcefulness, and ownership over responsibilities and outcomes.

• Ability to thrive in an entrepreneurial setting, adapting to evolving priorities and wearing multiple hats as needed.

Why Join Us?

• Be at the forefront of building a rapidly scaling platform backed by top-tier investors.

• Work directly with a seasoned CEO and leadership team with a proven track record in scaling multi-industry businesses.

• Develop a diverse skill set by engaging in strategic, operational, and financial aspects of the organization.

• Enjoy a collaborative, high-growth culture that values innovation, accountability, and professional development.