Job Description

Job Description

Job Description

Who We Are

The Carson Family Office (CFO) invests in Conscious Leaders with world-changing ideas. We focus our capital to elevate teams with big visions and the talent to execute. We structure our investments to deeply align values with incentives for impact.

Carson Family Office supports the Carson family in executing its philanthropic goals, managing its portfolio of assets, and organizing its estate for infinite impact.

We are made up of mission-aligned people who have one thing in common; purpose.

We believe success is about more than accumulation and that money is an exponential resource; we create space for conscious leaders to expand; we are an integrated team that leverages systems, policy and process; we take conscious control of the affairs of the family; and we simplify complexity, executing with discipline.

Who We Want
We are seeking a dynamic and highly organized Chief of Staff to provide strategic and operational support to the CEO and COO. This role will serve as a trusted advisor, project manager, and liaison across the organization, ensuring efficient execution of key priorities. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional problem-solving skills, and has the ability to lead and execute complex projects independently.

What You Need

Strategic and Operational Support

• Act as a thought partner to the CEO and COO, providing strategic insights and recommendations.
• Coordinate and manage executive-level priorities, ensuring alignment with organizational goals.
• Lead cross-functional initiatives and ensure accountability for deliverables.

Project Management

• Oversee and drive progress on key projects across the organization, ensuring timelines and objectives are met.
• Develop and implement systems to monitor and report on project status, risks, and outcomes.
• Take ownership of specific initiatives as directed by the CEO and COO, ensuring successful execution.

Relationship Management

• Act as a primary point of contact for key external relationships, including tax advisors, estate planners, and investment professionals.
• Facilitate effective communication and collaboration between internal and external stakeholders.
• Represent the CEO and COO in meetings and follow up on action items with internal teams or partners.

Scheduling and Communication

• Manage complex calendars and prioritize scheduling to maximize productivity for the CEO and COO.
• Coordinate and prepare for meetings, including creating agendas, briefing materials, and summaries.
• Ensure clear communication across teams regarding priorities and expectations.

Leadership and Execution

• Quickly assume leadership responsibilities for various projects and initiatives, driving outcomes with minimal supervision.
• Develop a deep understanding of the organization's investment process, priorities, and strategy to effectively contribute and lead.
• Build trust and credibility with team members and stakeholders at all levels.

Education and Experience

• Experience: Minimum of 4+ years of experience in project management, operations, or a related field. Experience in a family office, financial services, investments, estate planning or closely held business is a plus.
• Education: Bachelor's degree required; MBA, or relevant advanced degree preferred.
• Skills:
  • Exceptional organizational and project management skills.
  • Strong interpersonal and communication abilities.
  • Ability to manage multiple priorities and work under pressure.
  • Strategic thinker with a strong execution mindset.
  • Experience managing complex relationships and sensitive information.
• Attributes:
  • Highly proactive and self-motivated.
  • Strong attention to detail and commitment to excellence.
  • Adaptable and resourceful in a dynamic environment.
  • High level of discretion and professionalism.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson Family Office strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

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