Chief of Staff

Altruist•San Francisco, CA

7h•Hybrid

About The Position

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! We’re hiring a Chief of Staff to partner directly with our CEO as we scale into our next phase of growth. This role sits at the center of the company’s most important priorities, driving clarity, accountability, and execution across the business. Exceptional project management and organizational skills are key to success. You’ll operate as an extension of the CEO, helping translate strategy into action and ensuring the right problems are being solved at the right time. You should be equally comfortable building a financial model, structuring an ambiguous problem, and standing in front of executives, the board, or the broader company to drive alignment. This role can be based in our Culver City or San Francisco Bay Area office and requires a minimum of three days per week in-office.

Requirements

5+ years of experience in top tier management consulting firm and in a Chief of Staff, Business Operations, or similar strategic role at a high-growth tech company
Exceptional business judgment and a track record of operating as a high-leverage generalist in complex, fast-moving environments
Strong analytical horsepower, including advanced Excel/gSheets skills and experience building models to inform real business decisions
Demonstrated ability to take ambiguous problems, structure them clearly, and drive them through to execution with measurable impact
High agency and a strong bias to action; you don’t wait to be told what to do, and you consistently turn ambiguity into momentum and results
Proven ability to influence senior stakeholders and drive alignment in situations where you do not have direct ownership
Excellent communication skills, with the ability to distill complex ideas into clear narratives and confidently present to executives, investors, and large audiences
High standards for quality and attention to detail, paired with strong organizational and project management skills
Low ego, high ownership mindset with a willingness to step in wherever needed to move the business forward

Nice To Haves

Experience in financial services or fintech is a plus

Responsibilities

Act as a force multiplier for the CEO, extending their reach and driving execution on the company’s highest-priority initiatives
Lead critical, cross-functional projects, bringing structure to ambiguous problems and driving them through to resolution
Own the company’s executive operating rhythm, ensuring leadership meetings are focused, decisions are made quickly, and follow-through is consistent
Partner with leaders across the business to define, pressure-test, and track company KPIs, holding a high bar for performance and accountability
Partner with Finance to build and refine financial and operational models to support forecasting and strategic decision-making
Conduct rigorous analyses to inform key decisions across the business, synthesizing insights into clear, actionable recommendations
Identify and close gaps in how the business operates, proactively implementing scalable processes as complexity increases
Develop high-quality materials for board meetings, investor updates, executive presentations, and company-wide meetings with a high standard for clarity and precision
Drive internal communication moments (e.g., All Hands) that create alignment, reinforce priorities, and elevate the company’s operating cadence
Influence outcomes across all levels of the organization, including senior executives

Benefits

A hybrid work schedule for most positions to promote strong, in-person collaboration.
Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
Competitive pay and equity for eligible positions.
Premium healthcare, dental, and vision insurance plans (HMO and PPO).
401k savings plan with a 4% match and immediate vesting.
16 week paid parental leave.
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
One month work from anywhere policy (with the exception of a few countries).