What are the responsibilities and job description for the Chief of Staff position at C&D Talent Advisory - Academy?
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.
This isn't a traditional Chief of Staff or project coordination role.
We're looking for a strategic operator with exceptional analytical depth who can combine business strategy, data analysis, AI adoption, and operational execution. You'll partner directly with senior leadership to optimize decision-making, improve company operations, and build the infrastructure needed to support the next stage of growth.
What You'll Do
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
This isn't a traditional Chief of Staff or project coordination role.
We're looking for a strategic operator with exceptional analytical depth who can combine business strategy, data analysis, AI adoption, and operational execution. You'll partner directly with senior leadership to optimize decision-making, improve company operations, and build the infrastructure needed to support the next stage of growth.
What You'll Do
- 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