Chief of Staff & Agents, Equi

• This role is for someone that loves being in the weeds and overseeing the day-to-day operations of a business
• It’s designed for a professional who thrives at the intersection of strategic execution, cross-functional leadership, and technological automation
• This is a high-impact, highly visible role that requires a strong blend of strategic thinking, operational expertise, and a passion for AI/automation
• You are a builder, a process optimizer, and a champion for leveraging technology to create compounding efficiencies
• 4–6+ years of high-performance professional experience. Candidates are expected to have a strong background in at least two of the three key areas below:
• Startup Experience: Direct experience in a high-growth startup environment is highly preferred (experience solely in large corporate structures may require a higher bar)
• Finance/FinTech: Experience in Banking, Consulting, Operations, or a similar role within the Finance or FinTech sectors
• "0 to 1" Execution: Demonstrated ability to operate like a founder, taking initiative to build and scale new systems and processes from inception
• Proven experience in designing and implementing automation, process optimization, or agentic systems within an organization
• Direct and concise verbal and written communication skills with exceptional project management skills
• Strong analytical skills with the demonstrated ability to use data analysis to build actionable insights
• Intermediate-to-advanced knowledge of Google Suite, CRM systems (Salesforce, HubSpot, or similar), and project/no-code management software
• Demonstrated ability to work cross-functionally and see perspectives from cross-functional colleagues
• Bachelor's degree in a relevant field
• Proactive and resourceful, you don't wait to be told what to do
• Comfort with ambiguity and a bias toward action
• High emotional intelligence and a team-first mentality with a low ego
• Genuine curiosity about markets, investing, and the wealth management landscape

Desirable

• Equi is seeking a highly dynamic and entrepreneurial Chief of Staff & Agents to work hand-in-hand with our CEO
• You will operate like a founder, driving high-level accountability around the firm’s priorities, and simultaneously diving into the weeds to build and implement agentic systems that automate key workflows across the business
• You will serve as a force multiplier for the CEO and the executive team, ensuring alignment and execution while building the internal systems that will scale Equi for the future
• Strategy & Accountability (40%)
• Executive Support: Report directly to the CEO, owning strategic initiatives and special projects end-to-end that require executive bandwidth
• Cross-Functional Interface: Act as the primary interface between the CEO’s office and all teams (Investment, Marketing, Operations, Technology), ensuring seamless communication and operational clarity
• Operational Cadence: Own the firm’s business cadence, including planning and facilitating weekly leadership meetings, quarterly executive offsites, and annual planning to drive high-level accountability around priorities and goals
• Data-Driven Insight: Create structure and focus for broad, ambiguous ideas, bringing forth data-driven recommendations for action to the executive team
• Pipeline & Reporting: Produce pipeline reports and sales analytics for leadership, tracking prospect engagement and flagging opportunities (leveraging automation where possible)
• Automation & Agentic Systems (35%)
• Workflow Automation: Dive into the weeds to identify, design, and implement agentic systems to automate key workflows throughout the business, eliminating friction and maximizing leverage
• Tech Ops Ownership: Serve as an internal owner/champion for the firm's tech ops stack (e.g., CRM, project management, internal wiki), constantly looking for ways to create leverage through software and better processes
• Content & Communications Automation: Develop and deploy automation to streamline the creation and distribution of core investor communications (e.g., performance reports, investor letters, content collateral)
• Process Optimization: Analyze existing cross-departmental processes (client onboarding, diligence requests, content management) and implement standardized, automated procedures to enhance productivity
• Core Operations & Project Management (25%)
• Client Service Support: Field ad hoc investor data requests and support the coordination of quarterly investor communications, leveraging automation for recurring tasks
• Collateral Management: Maintain and manage the sales and marketing collateral library, ensuring version control and accessibility while automating update cycles where possible
• Project Oversight: Provide ad-hoc support on complex projects (research, modeling, internal initiatives), ensuring key projects move forward on time and within budget
• Data Hygiene: Maintain CRM data hygiene, ensuring complete and accurate contact records and interaction logs