Chief of Staff, Brokerage Product

About the role

The team relies on this role to translate strategic vision into coordinated execution across brokerage functions. This position partners with executive leadership to manage high-impact initiatives and strengthen organizational alignment. The hire will own the end-to-end orchestration of critical brokerage initiatives, ensuring that strategic priorities are converted into tangible, measurable outcomes. They will act as a pivotal connector between executive intent and team execution, driving clarity and accountability at scale. This role is responsible for designing and sustaining the operational backbone that allows brokerage teams to perform at their highest potential. The hire will manage complex, cross-functional workflows and remove barriers that prevent efficient delivery. Ultimately, this position ensures that the brokerage product strategy is executed with precision, discipline, and continuous improvement.

Key facts

What you'll do

Business rhythms for leadership meetings, quarterly reviews, and annual planning are designed and managed to drive organization-wide accountability. You will architect and refine the cadence of executive leadership discussions, quarterly business reviews, and annual planning sessions to ensure rigorous follow-through across all brokerage teams. Complex, large-scale product initiatives are shepherded from concept to delivery through collaboration with product and engineering. You will guide initiatives through every phase, from discovery and ideation to execution, using structured feedback to elevate product narratives and delivery quality. People processes, headcount planning, and development opportunities are aligned to support a high-performing brokerage organization. You will own workforce planning, talent development, and succession considerations to ensure the brokerage has the right skills and capacity. High-priority, ambiguous projects are managed on behalf of the VP to enable clear ownership and tactical decision-making. You will step into situations with undefined parameters, take ownership of decision pathways, and drive resolution for critical workstreams when direction is uncertain. Operating mechanisms that support the brokerage are strengthened to ensure successful delivery of high-impact initiatives. You will refine cross-functional workflows, communication structures, and execution frameworks to remove friction and enhance clarity. Brokerage teams operate with greater clarity, focus, and excellence through guidance on strategy, priorities, and culture. You will shape the strategic direction of the brokerage and reinforce behaviors that cultivate a cohesive, high-performing environment. You translate intricate operational and product concepts into clear, compelling narratives that resonate with diverse stakeholders. The role must distill complex ideas into messages that inspire action and alignment across the organization. Defined strategy, roadmap, and execution plans are produced to convert ambiguous opportunities into structured paths forward. You will craft robust product strategies and prioritize trade-offs with strong judgment to align with overarching business objectives. Managing large-scale operational frameworks, corporate planning processes, or intricate cross-functional projects is required with a record of successful delivery. You will lead end-to-end ownership of programs that span multiple teams and dependencies, ensuring timely and successful completion. Efficiency in managing competing priorities and navigating ambiguity is maintained within a fast-paced environment. You will handle shifting demands while sustaining quality and forward momentum under tight timelines.

Requirements

Experience of 8+ years in strategic operations, product management, management consulting, corporate strategy, or a chief of staff role within fast-growing fintech, financial services, or technology environments is mandatory. Candidates must demonstrate depth in managing complex initiatives in a growth-stage organization. Exceptional interpersonal and relationship-building skills are required to influence executive leaders and cross-functional partners. Professionals must build trust and credibility while advising leaders across the organization in sensitive contexts. Translating complex operational and product concepts into clear, compelling narratives is demonstrated through strong written and verbal communication. The role must distill intricate ideas into messages that resonate with diverse stakeholders. Defined strategy, roadmap, and execution plans are produced to convert ambiguous opportunities into structured paths forward. Strong product judgment is used to prioritize work and align trade-offs with business objectives. Managing large-scale operational frameworks, corporate planning processes, or intricate cross-functional projects is required with a record of successful delivery. Candidates should lead end-to-end ownership of programs that touch multiple teams and dependencies. Efficiency in managing competing priorities and navigating ambiguity is maintained within a fast-paced environment. The role handles shifting demands while sustaining quality and forward momentum under tight timelines. Bachelor's degree is required for this role.

Practical notes

The office environment is designed to accelerate innovation and strengthen community through intentional in-person collaboration. Typical interview steps

Leadership hiring usually includes a strategy case, a people scenario, and a values conversation. Candidates may be asked to turn around a struggling team or plan for growth. Past results are examined closely, especially how decisions were made. Interviewers dig into specific decisions you made and their consequences. Preparing two or three decision stories with numbers and lessons is the best use of time.

Good to know

Work of this type depends on fluency in business operations, product strategy, and cross-functional leadership. Typical tools include collaboration platforms, data dashboards, and planning systems. Success requires judgment, discretion, and structured problem-solving in ambiguous environments.