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Chief of Staff

Washington, DC, USA

Hybrid

Position Summary

The Financial Services Forum seeks a strategic, highly organized, and relationship-oriented Chief of Staff to serve as a trusted partner to the CEO and provide oversight of the Executive Office. This role will expand the management team’s capacity, drive cross-functional alignment, and help translate strategy into execution. The Chief of Staff will act as a connector across the organization and with member institutions, ensuring priorities move forward efficiently and effectively while strengthening both internal operations and external relationships.


Key Responsibilities

Direct Support of the CEO

  • Partner with the CEO to set and manage strategic priorities, including identifying areas requiring focus and regularly tracking progress

  • Strategically manage the CEO’s time in coordination with the Executive Assistant by evaluating long-term calendar commitments, travel, and meeting priorities

  • Prepare the CEO for internal and external meetings by coordinating briefings, data updates, and background materials

  • Draft, originate, review, and refine executive communications, including speeches, presentations, Board materials, and internal staff communications

  • Monitor information flows to ensure the CEO is appropriately involved in key issues, initiatives, and decision-making


Member and External Relationship Management

  • Develop and maintain strong working relationships with key stakeholders at member institutions, including chiefs of staff, government relations leaders, and other senior counterparts

  • Serve as an extension of the CEO in member-facing engagement, helping coordinate communication, follow-up, and alignment on priorities

  • Support relationship management efforts that strengthen collaboration and reduce administrative burden on the CEO


Meeting and Event Preparation

  • Manage the meeting cadence for the Board of Directors and leadership team, ensuring materials are distributed in advance, meetings are productive, and objectives are met

  • Plan and execute executive-level meetings and other special events


Project Management

  • Lead and oversee large, cross-functional, organization-wide initiatives

  • Bring together multiple stakeholders to drive alignment and decision-making

  • Develop systems and processes to improve operational efficiency


Strategic Planning, Operations, and Performance Tracking

  • Coordinate the organization’s annual strategic planning process

  • Develop and maintain dashboards to track key performance indicators

  • Partner with leadership on budget planning, tracking, and resource allocation to ensure alignment with organizational priorities

  • Serve as the primary point of contact for essential vendors and operational partners, including HR, finance, and other external service providers


Internal Communications and Organizational Effectiveness

  • Lead proactive internal communications to staff, ensuring clarity, alignment, and transparency around priorities and initiatives

  • Serve as a trusted bridge between leadership and staff, facilitating information sharing and organizational cohesion

  • Support staff engagement and act as a central liaison to HR-related processes and questions


Relationship Building

  • Build strong relationships at all levels of the organization and serve as a trusted advisor

  • Keep the CEO informed on organizational dynamics and ensure engagement where needed

  • Perform other duties as assigned


Work Schedule and Travel

  • Hybrid schedule with four days per week in the office

  • Flexibility for overnight travel in connection with Board meetings and other executive-level events


Requirements

  • Bachelor’s degree and 10+ years of relevant professional experience, including roles in public affairs, communications, government, political campaigns, associations, consulting, or the private sector

  • Demonstrated project management skills, including experience leading complex, multi-stakeholder initiatives from concept through execution

  • Proven experience independently managing complex projects or campaigns with multiple stakeholders and deadlines

  • Experience managing budgets and working with consultants, vendors, or external partners

  • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook

  • Knowledge of the financial services industry, including key policies, issues, and trends strongly preferred


Core Competencies

  • Exceptional written and verbal communication skills

  • Ability to distill and communicate complex policy or financial topics to diverse audiences

  • Strategic and creative thinker with sound judgment

  • Excellent organizational skills and attention to detail

  • Strong follow-through and accountability

  • Ability to manage and motivate others to achieve goals

  • Comfortable collaborating with senior leaders and member firm representatives

  • Ability to manage multiple priorities under tight deadlines

  • Flexible, solutions-oriented team player


Compensation and Benefits
The anticipated salary range for this position is $150,000–$200,000, commensurate with experience, plus an annual performance-based bonus. The Forum offers a comprehensive and competitive benefits package, including medical, dental, vision, life and disability insurance, and a retirement plan with employer matching.


About the Financial Services Forum

The Financial Services Forum is an economic policy and advocacy organization whose members are the eight largest and most diversified financial institutions headquartered in the United States. Forum member institutions are a leading source of lending and investment in the U.S. and serve millions of consumers, businesses, investors, and communities across the country. The Forum promotes policies that support savings and investment, financial inclusion, deep and liquid capital markets, a competitive global marketplace, and a sound financial system.

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