Apex Fintech Solutions

Chief of Staff

Apex Fintech Solutions$160K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8 years in high-pressure environments like investment banking or consulting
  • Experience as Chief of Staff to an individual, not just a team
  • Preferred MBA credential
  • Fluency in market dynamics is essential
  • Exceptional written communication and judgment skills
  • Ability to represent the Principal in high-stakes situations
  • Interest in and curiosity about AI tools

Responsibilities

  • Monitor and triage communications for the Principal
  • Ensure thorough preparation and execution of significant meetings
  • Manage active projects and commitments across personal and business domains
  • Draft content and maintain the Principal's brand voice on platforms like LinkedIn
  • Coordinate personal and professional priorities with the EA team

Benefits

  • In-office presence expected 3-5 days/week
  • Opportunity for occasional travel between key cities
  • Direct reporting to the Principal for significant exposure
  • Collaborative environment with the EA team
  • Potential for professional growth in a strategic role
Full Job Description
ABOUT THIS ROLE

As a Chief of Staff, you are the Principal's trusted operational partner - the person who keeps them organized, informed, and effective across their business and personal priorities. This is not a purely administrative role, nor is it a pure strategy role. It sits in a deliberately productive middle: you will own the systems and communications that keep the Principal sharp, while also
contributing meaningfully to the substance of their work. Think of yourself as the conductor of corporate and strategic processes - a credible representative internally and externally, and a thought partner the Principal can rely on to keep things moving.

This is a destination role, not a stepping stone. The ideal candidate has already done this job for an individual before - knows what the role really requires, and is ready to build their own function from day one. This person loves being a Chief of Staff and wants to be a long-term strategic and execution partner, not someone using this seat as a path to running a portfolio company.

What You'll Do:
• Communications & Relationship Management: Monitor and triage inbound
communications, draft correspondence on the Principal's behalf, manage follow-ups, and maintain a living contacts log. Prioritize dealflow and relationship requests intelligently - understanding what's worth the Principal's time and what isn't.
• Meeting Preparation & Execution: Prepare for every significant meeting - research the people, context, and background; attend when appropriate; and ensure outcomes and follow-ups are captured and actioned. Coordinate with the EA team to ensure the Principal's schedule reflects their true priorities.
• Project & Priority Management: Maintain a clear view of active projects and
commitments across business and personal domains. Own trackers, ensure accountability, and keep initiatives moving. Liaise with portfolio company contacts and external partners on defined workstreams.
• Content & Brand: Support occasional LinkedIn posts or internal content. Light lift, but requires the ability to capture the Principal's voice accurately. Flag moments where visibility could add value internally or externally.
• Personal Priorities: Work in coordination with the EA team (who manage
personal/family/home logistics and travel booking) to ensure the full picture - work and life - is coherent and well-sequenced.

WHO YOU ARE
• 5-8 years of experience in a demanding professional environment with career exposure to investment banking, capital markets, consulting, corporate development, or the family office world
• Prior experience as a Chief of Staff to an individual is highly preferred - rather that solely for a team or department - given the know-how it takes to build the function from scratch and be effective from day one
• MBA Preferred
• Markets fluency is non-negotiable. If you don't already follow the markets closely, you need to be genuinely excited to invest real time getting there - those who don't have it or aren't actively building it won't thrive in this environment
• Exceptional written communication skills and sharp judgment on when to act vs. escalate
• Low-ego, results-oriented, and takes pride in follow-through
• Comfortable in high-stakes rooms and able to represent the Principal credibly
• Calm under pressure; flags problems early and comes with solutions
• This is the destination, not a stepping stone - you love being a Chief of Staff and want to be a long-term strategic and execution partner, not a future portfolio-company CEO
• Actively curious about AI tools - PEAK6 is a leading AI investor and expects this role to be an early adopter

Additional Details
• Based in Austin, TX; in-office 3-5 days/week depending on the Principal's presence
• Occasional travel between Austin, Chicago, New York, and select conferences;
candidates based outside Austin will only be considered if based in Chicago or New York, and must be open to extensive travel - particularly in the first several months - to build the in-person relationship with the Principal
• Reports directly to the Principal, with a meaningful dotted line to one co-founder's Chief
of Staff, who will lead onboarding and operational oversight
• Coordinates with the full EA team; this role sits above the EA function in scope and
judgment - but executes across all levels without ego

About Apex Fintech Solutions

Apex Fintech Solutions is the “fintech for fintechs” powering innovation and the future of digital wealth management.

Apex Fintech Solutions Careers

There has never been a better time to join the global team of Apex Fintech Solutions, a leader in the financial technology sector. Apex Fintech Solutions stands as a beacon of innovation and leadership in the fintech industry.

Work You’ll Do

Join Apex Fintech Solutions' market-leading team to assist some of the most dynamic companies in mastering their financial technology needs. Transform the fintech landscape with Apex Fintech Solutions, where the convergence of technology, industry expertise, and digital innovation happens. Lead from a unique position in the marketplace, leveraging deep industry knowledge and cutting-edge technology to drive digital transformation. Work with a global team of business and technology advisors to help clients navigate through complex financial landscapes. Collaborate with a dedicated group of professionals, all focused on advancing fintech solutions.

Apex Fintech Solutions Employment Opportunities

The team is actively building a robust workforce to guide and support some of the most well-known companies in their fintech applications and systems.

Innovative Work

Join a group of dedicated experts at Apex Fintech Solutions, where innovation meets practical application in the fintech sector.

Drive Innovation

Deliver targeted solutions through a depth and breadth of consulting experience and innovation that’s second to none.

Be Part of a Great Team

Engage with a wide-ranging technology stack and harness the capabilities of a team renowned for its commitment to technology and client success.

Future-proof Your Career

Advance your career with Apex Fintech Solutions, where opportunities for growth are bolstered by comprehensive training, development, and certification support.

Explore

Discover how Apex Fintech Solutions is leading the charge in transforming financial services through technology and innovation.

The Apex Fintech Solutions Edge

With a commitment to diversity, leadership, and professional growth, Apex Fintech Solutions provides a culture that fosters innovation and values each member of the team. Clients globally turn to Apex Fintech Solutions for strategic insights and solutions that drive growth and efficiency in the digital era.

Stay Connected

Join the Team

Search for open positions that match your skills and interests. Apex Fintech Solutions seeks passionate, curious, creative, and solution-driven team players. SEARCH APEX FINTECH SOLUTIONS JOBS

Keep Up to Date

Stay informed with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the professionals who work at Apex Fintech Solutions.

READ CAREERS BLOG

Job Alert Emails

Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at Apex Fintech Solutions.
Learn more about Apex Fintech Solutions
Size
501 employees
Industry

Similar Jobs

More Jobs at Apex Fintech Solutions

More Finance & Insurance Jobs

Find similar Chief of Staff jobs: