Chief of Staff, Brokerage Product

Skills

About the Role

You will serve as a strategic partner and trusted advisor to the VP of Brokerage Product & Customer Care, acting as an extension of the VP to drive cross-functional initiatives. You will design and manage the organization's business rhythm, including leadership meetings, quarterly business reviews, and annual planning cycles. You will drive complex, large-scale product initiatives from concept to execution, providing feedback on product design and narrative. You will partner with HR, Finance, and Recruiting to oversee headcount planning, resource allocation, and talent development. You will manage high-priority, ambiguous projects on behalf of the VP, acting as a tactical decision-maker and problem-solver. This role is based in the Menlo Park, CA office with in-person attendance expected 5 days per week.

Requirements

• 8+ years of experience in strategic operations, product management, management consulting, corporate strategy, or a chief of staff role, preferably within fintech, financial services, or technology
• Exceptional interpersonal and relationship-building skills with proven ability to influence and collaborate with executive leaders
• Strong written and verbal communication skills
• Strong product judgment and ability to turn ambiguous opportunities into clear strategy, roadmap, and execution plans
• Demonstrated success managing large-scale operational frameworks, corporate planning processes, or cross-functional projects
• Comfort navigating ambiguity, managing competing priorities, and executing in a fast-paced environment

Responsibilities

• Serve as a strategic partner to the VP of Brokerage Products & Customer Care, translating vision into actionable plans and operating rhythms
• Design, optimize, and manage the organization's business rhythm, including leadership meetings, quarterly business reviews, and annual planning cycles
• Drive complex, large-scale product initiatives from concept to execution
• Partner with HR, Finance, and Recruiting to oversee headcount planning, resource allocation, and talent development initiatives
• Manage high-priority, ambiguous projects on behalf of the VP as a tactical decision-maker and problem-solver

Benefits

• Bonus programs
• Equity ownership
• 401(k) matching
• 100% paid health insurance for employees with 90% coverage for dependents
• Lifestyle wallet flexible benefits spending account
• Employer-paid life and disability insurance
• Fertility benefits
• Mental health benefits
• Company holidays, paid time off, sick time, and parental leave
• Catered meals and office events