Chief of Staff to Chief Executive Officer (CEO) Job at Confidential, San Francisco, CA

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  • Confidential
  • San Francisco, CA

Job Description

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

  • finance
  • investments
  • cash management
  • personal finance
  • wealth management
  • and financial planning

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

  • General Management
  • Strategy
  • Operations
Confidential

Job Tags

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