Chief of Staff

About the Company

Our client is building one of Americas 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 theyre 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

This isnt a traditional Chief of Staff or project coordination role.

Were looking for a strategic operator with exceptional analytical depth who can combine business strategy data analysis AI adoption and operational execution. Youll partner directly with senior leadership to optimize decision-making improve company operations and build the infrastructure needed to support the next stage of growth.

• Own and improve the companys 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

• 23 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

If youre a data-driven operator who enjoys turning strategy into execution and wants to build alongside an ambitious AI-driven company wed love to hear from you...