[Hiring] Chief of Staff to the CEO @Embarc Advisors

Role Description

We are looking for an experienced Chief of Staff to the CEO to join our leadership team and propel our organization forward. This individual will act as an extension of the Founder / CEO and be responsible for initiating and implementing systems and plans that bring clarity to the essential components of a successful, vision-driven company.

The Chief of Staff will serve as the cohesive force within the organization, seamlessly integrating major business functions such as operations, HR talent management, marketing, and finance. This role is pivotal in translating overarching ideas into actionable plans and ensuring that daily operations align with long-term growth objectives.

A successful hire would track performance, drive accountability, expectations, and culture that enable the firm to achieve its goal.

Key Responsibilities

• Strategic Planning & Execution
  • Act as the key link between the CEO and the leadership team, ensuring strategic visions are executed.
  • Own the company's operating plan reviews and results and ensure progress on Weekly Scorecards, Monthly KPIs, and Quarterly Goals.
  • Create a comprehensive multi-year business plan to achieve goals, milestones, and individualized targets.
  • Identify and implement key metrics for tracking, demonstrating effectiveness in metric selection and tenacity in execution based on the business plan.
  • Be hands-on in enacting key changes and solving problems for the business, employees, and clients.
  • Facilitate quarterly and annual planning sessions using the EOS Process.
• Communication & Alignment
  • Ensure consistent messaging and alignment throughout the organization.
  • Align employee motivations and incentives with Embarc's success through detailed metrics and cultural values.
  • Foster a healthy, functional, and cohesive leadership team.
  • Lead the senior management team, holding them accountable and removing obstacles to their success.
  • Ensure adherence to core processes and create communication plans for seamless integration.
• Leadership Team Collaboration & Support
  • Drive the execution of the CEO's vision by aligning all departments and holding them accountable for results.
  • Oversee resource capacity planning in order to efficiently ensure all necessary roles are filled.
  • Stay on top of technological advances and outsourced resources to help Embarc improve its ability to scale effectively.
  • Ensure the right people are in the right seats, using the EOS tools.
  • Serve as the cultural and operational anchor, fostering cross-functional alignment.
  • Identify, prioritize, and resolve critical issues, demonstrating the ability to address high-impact conflicts and drive timely resolutions.
  • Solve ad hoc managerial problems that arise throughout firm operations.
• Daily Operational Execution
  • Oversee daily operations and develop major operational functions and projects, ensuring alignment with strategic objectives.
  • Drive consistency and scalability through process documentation and improvement.
  • Report on business performance metrics and drive improvements for each department, along with crucial insights.
  • Ensure alignment towards common goals and budget adherence.
  • Facilitate smooth collaboration processes, ensuring predictability in leadership intervention and autonomy.
  • Solve issues quickly and effectively, fostering a culture of problem-solving.

Qualifications

• Strong strategic thinking and execution capabilities in a fast-paced, dynamic, and entrepreneurial environment.
• High emotional intelligence with excellent interpersonal and communication skills.
• Willingness to develop a deep understanding of Corporate Development, M&A and Investment Banking workflows, Strategic Finance requirements, client service, and Business Development cycles.
• Exceptional organizational and leadership skills, modeling a mission-driven and hard-working attitude to inspire the firm.
• Disciplined, focused, and results-driven, yet creative in finding solutions and metrics for continued improvement and target achievement.

Requirements

• Proven experience in a COO, Chief of Staff, General Manager, or similar leadership role.
• Strong track record of operational, organizational, and team leadership excellence.
• Detail-oriented and process-focused with strong financial acumen.
• Proven ability to resolve conflicts and make tough decisions.
• Bachelor's or Master's degree in finance, economics, social science, mathematics, or business preferred.

Success Metrics

• Leadership team performance and accountability.
• Achievement of Rocks and business goals.
• Operational efficiency and consistency.
• Healthy company culture and team alignment.
• Clear communication and execution of the Visionary's direction.

Benefits

• Competitive compensation, plus a semi-annual performance bonus.
• 401K with immediately vested match.
• Full medical, dental, and vision benefits.
• Unlimited vacation time.
• Paid sick leave.
• Short-term disability insurance.
• Three team offsites per year, for connecting, recharging, and growing together.