Chief of Staff

About the job Chief of Staff

About the Company

Our client is building one of America's leading AI-powered financial wellness platforms, helping consumers build, manage, and grow their financial lives through intelligent, AI-driven financial guidance. As the company scales rapidly, they're looking for a highly analytical operator to work directly with senior leadership and help build the operational and data foundations that drive every major business decision.

• Location: United States (Remote) | (hybrid work from Phoenix, AZ preferred)
• Employment Type: Full-time
• Level: Mid-Senior Level
• Work Authorization: Required for USA

• Own and improve the company's data operations, tooling, and reporting infrastructure
• Drive AI adoption across the business by identifying high-impact automation opportunities
• Improve operational processes across Finance, Product, Marketing, and Data teams
• Partner directly with executive leadership on strategic priorities and company initiatives
• Build investment-style analyses, executive briefings, and board-ready presentations
• Manage planning cycles, OKRs, and cross-functional execution
• Identify operational bottlenecks and drive solutions independently
• Partner with Finance and Data teams to monitor business performance and support data-driven decision-making

• 2-3 years of experience in Investment Banking, Private Equity, Financial Analysis, Business Operations, Strategy, or another highly analytical role
• Experience within high-growth SaaS, FinTech, or consumer technology companies is highly preferred
• Strong hands-on experience working with large datasets
• Proficiency with SQL and Python for data analysis
• Strategic mindset with strong business acumen
• Experience using AI tools to improve workflows and operational efficiency
• Excellent communication and presentation skills
• High ownership, strong execution, and problem-solving abilities
• Based in the United States (hybrid work from Phoenix, AZ preferred)

• Consumer FinTech experience
• Previous Chief of Staff or Business Operations experience
• Experience creating board presentations or investment memos
• Experience implementing AI-powered business solutions
• Experience working directly with founders or executive leadership

• Competitive salary + meaningful equity
• Flexible hybrid / remote work environment
• Health, dental, and vision insurance
• Unlimited PTO
• High-impact role working directly with company leadership
• Opportunity to shape the operational strategy of a fast-growing AI company