Report directly to the CEO, owning strategic initiatives and special projects end-to-end.
Act as the primary interface between the CEO’s office and all teams (Investment, Marketing, Operations, Technology).
Own the firm’s business cadence, including planning and facilitating leadership meetings.
Create structure and focus for broad ideas, bringing forth data-driven recommendations for action.
Produce pipeline reports and sales analytics for leadership, tracking prospect engagement.
Identify, design, and implement agentic systems to automate key workflows throughout the business.
Serve as an internal owner/champion for the firm's tech ops stack.
Develop and deploy automation to streamline core investor communications.
Maintain and manage the sales and marketing collateral library.
Provide ad-hoc support on complex projects, ensuring key projects move forward on time.

4–6+ years of high-performance professional experience.
Startup Experience: Direct experience in a high-growth startup environment is highly preferred.
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.
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.
Bachelor's degree in a relevant field.

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