Job Details

Chief of Staff, Research & Development Strategy

About the Company

Join an ambitious financial data management platform that is redefining the fintech landscape.

Industry
Computer Software

Type
Privately Held, VC-backed

Founded
2009

Employees
1001-5000

Funding
$200+ million

Categories

• Engineering Software
• Finance Technology
• Software
• Software Development & Design
• Analytics
• Financial Services
• FinTech
• SaaS
• Wealth Management

Specialties

• finance
• technology
• data
• reporting
• ember
• java

Business Classifications

• B2B
• Enterprise
• SAAS

About the Role

We are looking for a dynamic Chief of Staff to partner closely with our CTO and help drive transformative initiatives throughout the organization. This crucial role is ideal for a strategic operator with extensive experience in fintech, SaaS, product strategy, technical program management, or executive advisory.

The successful candidate will be a trusted thought partner and an execution-focused leader, significantly enhancing the CTO's impact across our company. This role demands expertise in navigating both technical and business realms, along with the ability to connect technology strategies to practical execution.

Key Responsibilities include:

• Driving high-impact projects forward while ensuring accountability and progress.
• Structuring complex problems into actionable plans that deliver results.
• Engaging with senior executives to facilitate clear communication and alignment on priorities.
• Fostering a culture of innovation, learning, and client-centricity.

The ideal candidate will have a minimum of 10 years of relevant experience, preferably in the wealth, asset, or investment management sectors. You should excel in high-growth environments with a technical depth that supports client complexity. We seek someone who acts like an owner, champions client needs, drives innovation, and thrives in ambiguity, embodying our company's core values.

Hiring Manager Title
CTO

Travel Percent
Less than 10%

Functions

• General Management
• Strategy
• Operations