Chief of Staff to CEO (COS)
About the Company
Expanding financial services organization
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Chief of Staff to the CEO to serve as a strategic partner and enable the CEO's impact across the enterprise. The successful candidate will be responsible for translating the CEO's strategic priorities into actionable plans, leading and driving progress on major initiatives, and ensuring organizational alignment. This role requires a high level of coordination, both within the core business and across portfolio companies, to surface opportunities, issues, and synergies. The Chief of Staff will also oversee executive management and communication, including preparing for meetings, strategic planning cycles, and ensuring consistent messaging for internal and external stakeholders.
Applicants for the Chief of Staff position should have 7-10+ years' experience in financial services, consulting, private equity, or a related environment, with a proven track record of managing cross-functional projects and working directly with senior executives. The role demands a strong understanding of financial and operational drivers, excellent project management, communication, and analytical skills, and the ability to simplify complex information to drive alignment. The ideal candidate will be highly organized, low-ego, and comfortable operating behind the scenes, with a high level of emotional intelligence and the ability to build trust across diverse stakeholders. Personal attributes such as being discreet, resilient, proactive, and adaptable are also essential for this position.
Hiring Manager Title CEO
Travel Percent Less than 10%
Functions
Operations Strategy
About the Company
Expanding financial services organization
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Chief of Staff to the CEO to serve as a strategic partner and enable the CEO's impact across the enterprise. The successful candidate will be responsible for translating the CEO's strategic priorities into actionable plans, leading and driving progress on major initiatives, and ensuring organizational alignment. This role requires a high level of coordination, both within the core business and across portfolio companies, to surface opportunities, issues, and synergies. The Chief of Staff will also oversee executive management and communication, including preparing for meetings, strategic planning cycles, and ensuring consistent messaging for internal and external stakeholders.
Applicants for the Chief of Staff position should have 7-10+ years' experience in financial services, consulting, private equity, or a related environment, with a proven track record of managing cross-functional projects and working directly with senior executives. The role demands a strong understanding of financial and operational drivers, excellent project management, communication, and analytical skills, and the ability to simplify complex information to drive alignment. The ideal candidate will be highly organized, low-ego, and comfortable operating behind the scenes, with a high level of emotional intelligence and the ability to build trust across diverse stakeholders. Personal attributes such as being discreet, resilient, proactive, and adaptable are also essential for this position.
Hiring Manager Title CEO
Travel Percent Less than 10%
Functions
Operations Strategy