Chief of Staff

Operations Manager & Chief of Staff to the President

Seeking an experienced, highly organized Operations Manager & Chief of Staff to serve as the operational backbone of a fast-paced marketing and communications agency focused exclusively on the capital markets. This dual-role position will oversee day-to-day operations while serving as the President’s trusted partner, managing priorities, client engagements, and execution across the firm.

Key Responsibilities

Operations Management

• Manage vendor relationships, contracts, and operational budgets.
• Coordinate onboarding logistics, including equipment, access, and workspace readiness.
• Develop and maintain SOPs and processes to improve operational efficiency.

Chief of Staff / Executive Support

• Manage the President’s calendar, priorities, weekly workflow, and travel logistics.
• Track 10–15 concurrent client engagements, monitoring deadlines, deliverables, and project status.
• Prepare meeting agendas, briefing materials, status reports, and executive summaries.
• Act as an extension of the President, driving accountability, resolving blockers, and ensuring follow-through.
• Proactively identify risks, dependencies, and opportunities across the client portfolio.

Client & Project Coordination

• Support client meetings, calls, and presentations alongside or on behalf of the President.
• Manage client scheduling, communications, follow-ups, and deliverable workflows.
• Coordinate internal teams and external stakeholders across marketing and PR initiatives.
• Develop familiarity with clients’ capital markets, investor relations, and communications objectives.

AI & Technology

• Serve as the internal leader for the firm’s AI and productivity tools, particularly Claude and Notion.
• Build and optimize AI-powered workflows for research, content creation, reporting, and operations.
• Manage Notion databases, project tracking, SOPs, and team documentation.
• Help develop the firm’s proprietary communications dashboard and evaluate new AI technologies.
• Establish best practices and adoption guidelines for emerging tools.

Qualifications

• 2–5+ years of experience in operations, chief of staff, or senior executive support.
• Proven ability to manage multiple concurrent projects and priorities in a fast-paced environment.
• Strong AI tools curiosity
• Exceptional written and verbal communication skills and strong attention to detail.
• Experience managing vendors, budgets, and operational processes.
• Highly proactive, resourceful, and comfortable operating with ambiguity.

Compensation & Structure

• Competitive base salary + performance bonus
• Full-time, in-office
• Reports directly to the President
• Occasional travel for client events, roadshows, and conferences