Chief of Staff (Executive Operations)

We are looking for a Chief of Staff to serve as a strategic partner to the Principal of a family office and investment management business. This is not a traditional Executive Assistant role. You will act as a true extension of the Principal, managing executive operations, relationship tracking, calendar management, CRM systems, follow-ups, and productivity workflows across a high-volume, relationship-driven investment operation.The ideal candidate has supported C-suite executives, founders, investors, or family offices at a senior level, knows how to build systems that actually get used, and brings genuine expertise with AI tools and automation. You will be expected to anticipate needs, drive accountability, and operate with the kind of judgment and discretion that earns direct access to the highest-level conversations and relationships.If you are a strategic operator who builds systems, closes loops without being asked, and thrives in a fast-moving environment with a high-trust principal, this role is a strong fit.Why You'll Want to JoinYou will be paid in USD (bi-monthly: every 15th and 30th)Paid Time Off in accordance with company policyObservance of Holidays per company guidelines100% remote setup so you can work wherever you're most productiveDirect exposure to senior investors, family offices, and high-level operators globallyHigh-ownership role where you are the operational engine behind a principal who moves at the highest levelOpportunity to build real systems and automations that shape how a busy investor operates day to dayWhat You'll Work OnExecutive Operations and Calendar ManagementServe as the Principal's right-hand partner across day-to-day operations and strategic prioritiesProactively manage calendars, meetings, travel schedules, and executive prioritiesPrepare meeting briefs, take notes during executive meetings, and track action items through to completionCoordinate with internal and external stakeholders on behalf of the PrincipalSupport executive administration, project coordination, research, and special projects as neededRelationship Management and CRMBuild and maintain CRM systems, relationship databases, and follow-up processesTrack key contacts, networking opportunities, introductions, and ongoing relationship management activitiesCreate accountability systems to ensure action items, commitments, and follow-ups are completed without the Principal having to track them himselfProactively surface the right follow-ups at the right time across the Principal's full networkAI Automation and Systems BuildingLeverage AI tools and automation platforms to streamline workflows and improve operational efficiencyBuild and maintain workflows and automations using tools such as Claude, Microsoft Copilot, ChatGPT, Zapier, Make, or equivalentIdentify process improvements and implement scalable systems to support business growthDesign and maintain operational infrastructure that runs reliably without requiring the Principal to manage itCommunication and Stakeholder CoordinationCommunicate directly with senior stakeholders, investors, and business contacts on behalf of the Principal with full professional credibilityDraft and send correspondence, follow-ups, and meeting requests that represent the Principal accuratelyParticipate in executive-level meetings and ensure decisions, actions, and commitments are captured and followed throughWhat You BringProven experience as a Chief of Staff, Executive Business Partner, Senior Executive Assistant, or similar strategic support rolePrevious experience supporting C-suite executives, founders, investors, family offices, private equity firms, venture capital firms, or investment management professionalsStrong understanding of CRM systems, relationship management, and executive operationsAdvanced proficiency with AI tools such as ChatGPT, Claude, or Microsoft CopilotDemonstrated experience building workflows, automations, or operational systems using AI and technologyExceptional written and verbal English communication skills; you will be on calls and in meetings with senior contacts and must communicate with full professional credibilityStrong organizational skills with the ability to manage multiple priorities simultaneously in a fast-paced environmentHigh level of discretion, professionalism, and confidentialityHighly proactive, self-directed, and comfortable operating with ambiguity and changing prioritiesStrong sense of ownership, urgency, and accountability with the ability to anticipate needs before being askedNice to HaveBackground in family office operations, private equity operations, venture capital operations, or investor relations supportExperience as a Founder Associate or strategic operator inside an investment or entrepreneurial environmentFamiliarity with tools such as HubSpot, Notion, Salesforce, or similar CRM and project management platformsExperience building automations using Zapier, Make, n8n, or similar toolsExperience supporting a princ