Chief of Staff – Banking & Capital Markets

Location: NYC/NJ

Job Type: Full-time

About the Role

We are seeking a dynamic and strategic Chief of Staff to support the Head of the Banking & Capital Markets business unit. This high-impact role is designed to amplify leadership effectiveness, drive strategic initiatives, and accelerate business growth across key financial services clients.

As Chief of Staff, you will act as a trusted advisor and strategic partner, ensuring seamless coordination across Sales, Digital, Operations, Analytics, Marketing, and Corporate Functions. You’ll play a pivotal role in business governance, sales enablement, and executive communications.

Key Responsibilities

Strategic Business Management & Growth Enablement

Partner with business unit leadership to execute and track strategic growth priorities.

Coordinate monthly business reviews, quarterly strategy sessions, and annual planning.

Analyze performance metrics and pipeline trends to generate actionable insights.

Prepare executive presentations and strategic recommendations.

Support deal reviews, solution prioritization, and client profitability discussions.

Drive accountability across sales and delivery teams for strategic execution.

Executive Communication & Corporate Liaison

Serve as the primary liaison between the business unit and executive leadership.

Manage internal and external communications aligned with strategic goals.

Represent leadership in forums and strategic offsites, ensuring follow-through on decisions.

Qualifications

Required:

Bachelor’s degree; MBA preferred.

7+ years in management consulting, strategy, or business operations—ideally in banking, capital markets, or financial services.

Strong understanding of sales operations, deal governance, and business analytics.

Advanced skills in Excel, PowerPoint, and CRM/BI tools (e.g., Salesforce, Power BI).

Exceptional communication and stakeholder management skills.

Preferred:

Experience in go-to-market strategy, solution enablement, or revenue management.

Prior experience supporting C-suite executives or working in Chief of Staff roles.

Professional Skills

Strategic thinker with strong project management capabilities.

Excellent presentation and storytelling skills.

High business maturity and professionalism.

Comfortable in fast-paced, growth-oriented environments.

Why Join Us

Impactful Work: Shape strategic priorities and influence business growth.

Executive Visibility: Work directly with senior leadership.

Growth-Oriented Culture: Be part of a team that values innovation and execution.

Career Development: Access mentorship and diverse career pathways.