Nfp - Hartford, CT

posted 2 months ago

Full-time - Senior
Hartford, CT
Food Services and Drinking Places

About the position

Fieldtech is a joint venture with NFP Corp, focused on revolutionizing the operating system for financial representatives selling insurance. The Chief of Staff will play a pivotal role in supporting senior leaders to execute the company's vision, strategy, and goals. This senior-level position acts as a liaison between senior leadership and both internal and external stakeholders, managing cross-functional projects and initiatives, overseeing the financial and operational performance of the company, and ensuring compliance with relevant regulations and policies. The Chief of Staff will also assist leadership in preparing for and facilitating meetings, presentations, and communications. The ideal candidate will possess strong project management, communication, software navigation, and intuition skills, along with a proven track record of providing clarity, taking action, paying attention to detail, and collaborating with diverse teams. This role is integral to the executive team, and the company supports a remote-friendly work environment, with opportunities for collaboration in the core NYC office and the satellite Austin, TX office. Fieldtech is committed to modernizing an antiquated industry, and the Chief of Staff will be instrumental in driving this change by managing and coordinating projects that align with the company's strategic goals. Essential duties include managing cross-functional projects, monitoring financial and operational performance, ensuring compliance, and building positive relationships with stakeholders. The Chief of Staff will also conduct research and analysis on industry trends and support senior leadership in developing and executing the company culture. This position requires a strategic approach to facilitating meetings and ensuring that action items are completed effectively.

Responsibilities

  • Manage and coordinate cross-functional projects and initiatives that align with the company's vision, strategy, and goals.
  • Monitor and report on the financial and operational performance of the company and provide insights and recommendations for improvement.
  • Ensure compliance with relevant regulations and policies and manage risk and issues escalation.
  • Act as a liaison between senior leadership and the internal and external stakeholders and build and maintain positive relationships.
  • Take a strategic approach in preparing for and facilitating meetings, presentations, and communications, and ensure follow-up and that action items are completed.
  • Conduct research, analysis, and benchmarking on industry trends, best practices, and opportunities.
  • Support senior leadership in developing and executing the company culture.

Requirements

  • 5+ years of experience in a strategic or operational senior-level role supporting C-level executives in a SaaS or technology company.
  • Bachelor's degree in business, finance, engineering, or a related field; master's degree or MBA preferred.
  • Project Management training/certificate a plus.
  • Experience in managing and coordinating cross-functional projects and initiatives, and delivering results within scope, budget, and timeline.
  • Experience in monitoring and reporting on the financial and operational performance of a company, and providing insights and recommendations for improvement.
  • Experience in ensuring compliance with relevant regulations and policies, and managing risk and issues escalation.
  • Experience in acting as a liaison between senior leadership and the internal and external stakeholders, and building and maintaining positive relationships.
  • Experience preparing for and facilitating meetings, presentations, and communications, and ensuring follow-up and action items are completed.

Nice-to-haves

  • Project management certification
  • Experience in the insurance or financial services industry
  • Familiarity with software tools for project management and financial analysis

Benefits

  • Continuing education credits
  • Paid holidays
  • Paid time off
  • 401(k) matching
  • Employee discount
  • Life insurance
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