Chief of Staff, Client Service

We are seeking an exceptionally organized, proactive, and dynamic Client Service Chief of Staff to partner directly with the Chief Commercial Officer (CCO). This critical, high-visibility role acts as an extension of the CCO, ensuring strategic priorities are executed, communication flows seamlessly, and Client Service Leadership has the information they need to operate efficiently and effectively.

Requirements

• Experience: Minimum of 7 years of experience in financial services, fund administration, consulting, or a related field.
• Previous experience in a Chief of Staff, Portfolio Manager, or Senior Program/Project Management role is highly desirable.
• Solid understanding of the fund administration business, including core processes, client reporting, and regulatory environments.
• Proven expertise in project management methodologies and tools (e.g., Gantt charts, status tracking, risk logs).
• Exceptional written and verbal communication skills, with a proven track record of drafting high-quality, clear, and engaging internal organizational communications.
• Strong analytical skills, proficient in utilizing data for operational reporting and strategic decision-making.
• High degree of discretion and professionalism when handling confidential or sensitive client and internal information.

Benefits

• Competitive salary
• Health/Dental/Vision Insurance
• Life Insurance
• Short-Term Disability
• Long-Term Disability
• Paid Time Off (PTO) & company holidays
• 401k with Employer Match
• Company-wide social events and programs
• Dog-friendly office in downtown Denver