Chief of Staff to the Chief Executive Officer (CEO)

Chief of Staff to the Chief Executive Officer (CEO)

About the Company

Provider of affordable insurance solutions for credit union members & businesses

Industry
Insurance

Type
Privately Held

Founded
1935

Employees
1001-5000

Categories

• Insurance
• Brokerage
• Finance
• B2C
• B2B

Specialties

• insurance
• technology
• ventures
• investments
• retirement
• annuities
• fintech
• insuretech
• diversity
• equity and inclusion
• multicultural business strategy
• credit unions
• employee benefits
• asset management
• financial institutions
• financial services
• lending
• digital marketing
• venture capital
• retirement planning
• debt protection
• life insurance
• auto insurance
• home insurance
• final arrangements
• and dei
• financial inclusion
• and technology

About the Role

The Company is in search of a Chief of Staff to the President and CEO. This pivotal role goes beyond traditional project management and executive support, serving as a trusted advisor, operational integrator, and strategic thought partner. The successful candidate will be responsible for driving the alignment and execution of enterprise priorities, translating decisions into clear plans, and fostering a culture of transparency and accountability. The Chief of Staff will also be instrumental in shaping executive discussions, engaging with key stakeholders, and ensuring that critical initiatives progress with clarity and speed. This is a developmental position, with the expectation that the Chief of Staff will rotate into another role within the organization after a 12-24 month period. Applicants for the Chief of Staff position should have 10-15+ years' of experience in the financial services industry or a background in business management or consulting. The role requires a leader who can operate effectively across functions, connect strategy to execution, and build trusted relationships to accelerate collaboration. Preferred qualifications include experience in a regulated industry, leading organizational or cultural transformation, and executive leadership in a complex organization. The ideal candidate will be enterprise-minded, decisive, resilient, and comfortable operating in ambiguity and change. They should be able to influence without direct authority, communicate complex issues clearly, and be accountable for outcomes while maintaining trust and alignment.

Hiring Manager Title
President and CEO

Functions

• General Management
• Strategy
• Operations