Chief of Staff

Chief of Staff

San Francisco, CA

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!

Our values

Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The opportunity

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.

Your impact

• 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

What you bring

• 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
• Experience in financial services or fintech is a plus

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

• 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 after one year of employment.
• 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).

Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.