Chief of Staff at Finvest in San Francisco, CA

We are looking for a Chief of Staff to join our team in San Francisco. In this role, you will work directly with the CEO on initiatives across product, marketing, and operations.

This is a part-time role, with the potential to transition into a full-time role based on mutual fit and business needs.

What you will do

There is not a defined set of responsibilities for this role. We’re looking for someone who is willing to wear multiple hats and help out wherever needed to move things forward. Some of your responsibilities might include:

• Help build out marketing artifacts and drive growth campaigns
• Manage compliance requirements for being an RIA
• Setup interviews with users and run day-to-day customer support
• Conduct functional testing of new features and updates before rollouts
• Analyze data to provide insights for improving the product and customer experience

What you are good at

• You take ownership and can get things done with limited guidance
• You are resourceful, scrappy, and are not afraid to pick up new skills
• You can interact effectively with team members, customers, and various stakeholders