Chief of Staff

About the position

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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.

Requirements

• 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.
• Bachelor's degree required; MBA, or relevant advanced degree preferred.
• 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.

Nice-to-haves

• Experience in a family office or financial services sector.
• MBA or relevant advanced degree.

Benefits

• Base salary
• Bonus potential
• 401(k) plus matching
• Health benefits
• Great working environment
• Fast-paced, collaborative, innovative culture
• Focus on healthy living
• Tobacco-free workplace