Earned Wealth is hiring a Chief of Staff to act as a key strategic partner and right hand to the CEO. In this role, you will drive execution across executive priorities, streamline communication, and ensure the leadership team stays focused and aligned as we build the future of financial services for doctors.
What You'll Do
- Lead special projects and initiatives from the CEO including cross-functional efforts, growth priorities, M&A diligence, and board deliverables.
- Track progress on strategic objectives, ensuring accountability and follow-through across teams.
- Drive the cadence of executive leadership meetings, including agenda setting, facilitation, action tracking, and follow-ups.
- Partner with the CEO on board communications, investor updates, and company-wide messaging.
- Prepare briefing materials, presentations, and reports for internal and external stakeholders.
- Surface and organize key issues for CEO attention, providing context, analysis, and options to support decision-making.
- Anticipate operational risks, flag misalignments early, and drive resolution.
- Act as an extension of the CEO to help cascade strategy and priorities throughout the organization.
- Foster alignment and connectivity across the senior leadership team, breaking down silos and ensuring consistent messaging.
- Partner with Finance, HR, and other departments to ensure the company’s operating model supports scale and clarity.
- Evaluate and improve business processes that impact leadership effectiveness and organizational agility.
What We're Looking For
- 7+ years of experience in management consulting, investment banking, corporate strategy, or operational leadership roles.
- Background in fintech, wealth management, or financial services required.
- Proven track record of working with or within executive leadership teams.
- Exceptional written and verbal communication skills; strong executive presence.
- Able to thrive in a fast-paced, ambiguous, and evolving environment.
Nice to Have
- MBA or advanced degree in Business, Finance, or a related field.
- Experience supporting a founder or CEO in a high-growth company.
- Exposure to investor relations or board communications.
Team & Environment
You will report directly to the CEO and be embedded within the executive leadership team.
Benefits & Compensation
- An attractive total compensation package.
- Employer-sponsored health insurance (medical, dental, vision).
- 401k + 5% match.
Earned Wealth is an equal opportunity employer.
