Chief of Staff

Sunwest Bank•Irvine, CA

11h

About The Position

We’re looking for a strategic and results-driven Chief of Staff to support Sunwest Bank’s Chief Technology and Strategy Officer (CTSO). This role will lead cross-functional initiatives across AI product launches, operational improvements, mergers & acquisitions, and executive portfolio management. You’ll act as a key integrator—translating high-level priorities into measurable outcomes across Technology, Operations, and Corporate Development.

Requirements

Bachelor’s degree from a top 20 university required; MBA or MS in Engineering/Data preferred.
5-10 years of total experience
2-3 years at a top-tier consulting firm (MBB) or investment bank
3-5 years leading strategy or program management in tech, fintech, or SaaS
Comfortable discussing Azure, AI/ML concepts, and data architecture. Coding not required
Skilled in financial modeling, Agile/OKR frameworks, Jira/Azure DevOps, and Power BI.
Strong executive presence, organizational excellence, proactive mindset, ability to influence without authority, and discretion with sensitive information.
20%-25% travel required

Responsibilities

Partner closely with the CTSO to align strategic priorities across Technology, Operations, and Corporate Development.
Lead and coordinate cross-functional initiatives, including AI product launches, operational efficiency programs, and M&A activities.
Translate executive goals into actionable plans and measurable outcomes across departments.
Manage executive portfolio projects, ensuring timely execution and stakeholder alignment.
Facilitate decision-making by preparing briefings, synthesizing data, and driving follow-through on key initiatives.
Serve as a liaison between the CTSO and internal teams, promoting transparency and collaboration.
Monitor progress on strategic initiatives and provide regular updates to senior leadership.
Identify and resolve operational bottlenecks, enabling scalable growth and innovation.
Support hiring, onboarding, and team development efforts within the CTSO’s organization.
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position