Chief of Staff, Addepar

• This role is ideal for someone who combines sharp strategic thinking, technical fluency, and operational follow-through—and who is energized by working alongside a senior executive in a fast-paced, high-leverage environment
• A strategic operator with 10+ years of experience across fintech, SaaS, product strategy, technical program management, or executive advisory roles
• Comfortable navigating both technical concepts (e.g. system architecture, platform design) and business priorities (e.g. product roadmap, client value, org design)
• A crisp communicator who can write and speak with clarity, precision, and impact
• Experienced in working with senior executives—able to balance discretion, influence, and independence
• Adept at bringing structure to complexity, driving progress without authority, and operating at multiple levels of detail
• Familiar with the landscape of wealth, asset, or investment management, or excited to ramp quickly in the fintech domain

Desirable

• We’re looking for a Chief of Staff to the CTO—a strategic operator, trusted thought partner, and execution-focused leader who will amplify the CTO’s impact across the company
• This is a highly visible role for someone who thrives at the intersection of technology, business, and execution
• You’ll work closely with the CTO to drive forward strategic initiatives, shape high-stakes communication, and ensure the right priorities are moving with the right momentum
• Work closely with the CTO to prioritize focus, synthesize input across stakeholders, and accelerate decision-making
• Serve as a high-trust advisor, helping the CTO stay ahead of key conversations, risks, and opportunities
• Lead or incubate high-impact projects that span functions, lack a clear owner, or are in early stages of development
• Ensure progress, accountability, and clarity across efforts where the CTO is a key stakeholder or sponsor
• Work across R&D, product, data, design, and go-to-market teams to ensure that key technical priorities are advancing in alignment with business goals
• Track follow-ups, unblock dependencies, and surface issues early
• Collaborate on strategy documents, board materials, and internal updates that clearly communicate technical direction, platform strategy, and organizational priorities
• Help prepare for and follow up on key meetings with executives, clients, partners, and the board
• Translate abstract ideas into structured workstreams, with clear owners and timelines
• Identify gaps, risks, or fragmentation—and work to bring clarity and cohesion