Chief of Staff

Summary

The Chief of Staff (CoS) will serve as a trusted strategic partner to the Executive team (primarily the CEO, COO, and CFO), helping align the firm’s vision with operational execution. This role is designed for a proactive, highly organized professional who can balance big-picture strategy with day-to-day operational details in a large and fast-paced environment. The CoS will act as a force multiplier for leadership—facilitating decision-making, driving accountability across departments, and ensuring strategic initiatives are implemented effectively.

Key Accountabilities

Strategic Leadership & Alignment

• Partner with the Executive team (primarily the CEO, COO, and CFO) to define, track, and execute firm-wide strategic priorities.
• Ensure alignment across departments (finance, technology, operations, etc.) and key strategic initiatives.
• Drive communication and follow-up on key decisions, initiatives, and metrics. 

Operational Excellence

• Serve as project manager for cross-functional initiatives, ensuring deadlines and 
  deliverables are met.
• Where appropriate, help implement and track KPIs and business performance, preparing 
  dashboards and executive summaries for leadership to determine status of projects.
• Identify bottlenecks, recommend solutions, and optimize workflows across the firm.

Executive Support & Communication

• Manage executive-level meetings: set agendas, facilitate discussions, ensure action items are captured and executed on with clear owners.
• Drive accountability, help with staffing strategic projects, and ensure that key initiatives are adequately managed.
• Act as a sounding board and proxy for the Executive team in internal discussions and external engagements when needed. 

Culture & Team Development

•  Help foster a high-performance, client-centric culture aligned with McLarens’ values.
• Partner with HR on leadership development, team engagement, and organizational 
  structure.
• Support recruiting and onboarding of senior hires.

Special Projects

• Lead and/or support key strategic initiatives, such as business line expansions, changes to organizational structure, and margin improvement.
• Support and/or lead financial modeling on key initiatives including ROI, payback period, and other measurable success metrics.
• Perform ad hoc research, financial analyses and general business analyses to inform executive decision-making.
• Lead and provide oversight of the employee shareholder program

Experience and Qualifications

•  Bachelor’s degree in business, finance, or related field; MBA or advanced degree preferred.
• 5+ years of progressive experience in strategy, operations, investment banking, consulting or private equity roles (insurance services or professional services industry experience preferred but not required).
• Exceptional organizational and project management skills.
• Strong financial and analytical acumen, with the ability to interpret data and drive actionable insights.
• Outstanding written and verbal communication skills; able to adapt across audiences.
• Demonstrated ability to influence without direct authority and to navigate complex organizational dynamics.
• High emotional intelligence, discretion, and integrity. 

Working Conditions

• Standard office environment.
• May require occasional travel for company events or external meetings.
• Flexibility to work beyond standard hours when necessary.
• Flexible schedule with some travel required (up to 15%).

Physical Demands

• This position primarily involves sitting for extended periods while working on a computer or attending meetings.
• Ability to operate a computer keyboard, mouse, and other office equipment.
• Must be able to read and analyze data on screens and printed materials.
• Requires clear verbal and written communication in person, via phone, and through digital platforms.
• Occasional walking, standing, and light lifting (up to 10 lbs) for office materials or during travel.
• Ability to travel domestically and internationally up to 15% of the time.

This position is designed as a career-accelerating opportunity, with the potential to grow into broader leadership and executive roles as the firm continues to expand.