Job Description

Vannin Chief of Staff has been retained by the founding shareholder of a family-owned, multi-generational investment platform.  

Our client is seeking a highly organized, adaptable, analytical, and diplomatic Chief of Staff to provide executive-level support to the Founding Shareholder of a diverse portfolio of businesses. This role will drive strategic alignment and optimize people and financial resources across investments.

The ideal candidate will act as the strategic right hand to the Founding Shareholder, ensuring his time and focus are spent on the highest-value initiatives. The role requires exceptional business judgment, discretion, and the ability to work confidently with a fast-paced, strong-willed leader while collaborating effectively with affiliated company leaders to enhance profitability.

This will be a full-time, exempt position open to candidates based in Jackson, Denver, Salt Lake City, or Scottsdale, with a strong preference for Jackson, WY and the expectation of frequent travel there.

Responsibilities

Executive Support & Organization

• Serve as the Founding Shareholder’s gatekeeper and thought partner, ensuring alignment with long-term priorities.
• Read, analyze, and summarize board documents, reports, contracts, and other critical materials, providing clear, actionable insights.
• Draft internal and external communications and presentations, ensuring clarity, appropriate tone, and strategic alignment.
• Maintain systems to track projects, action items, and deliverables across businesses, ensuring deadlines are met.
• Filter, prioritize, and close the loop on incoming requests and decisions requiring the founder’s attention.

Board & Governance Coordination

• Distill board materials to equip the founder with clear, actionable insights ahead of meetings.
• Track board commitments, decisions, and follow-ups across all companies.
• Coordinate agendas, schedules, and meeting outcomes with board chairs, identifying gaps or risks proactively.

Strategic Partnership & Special Projects  

• Support the evaluation of cross-entity synergies and shared resource opportunities.
• Represent the founder in critical meetings, confidential discussions, and negotiations when appropriate.
• Lead special projects requiring cross-functional alignment across businesses.
• Conduct research and develop recommendations on strategic opportunities and challenges.

Relationship & Stakeholder Management

• Serve as liaison between the Founding Shareholder and senior executives, board members, partners, and key stakeholders.
• Build trust-based relationships internally and externally, ensuring efficient communication.
• Interact confidently with diverse, high-powered personalities while maintaining professionalism and diplomacy.

Recommended Qualifications & Attributes

• Bachelor’s degree required; advanced degree (MBA, JD) or equivalent experience preferred.
• 7-10 years of executive-level support, strategic project management, or consulting experience, ideally within a founder-led, multi-business environment.
• Exceptional written and verbal communication skills with the ability to distill complex information into clear, actionable messages.
• Proven track record working with strong, assertive leaders while maintaining composure and influence.
• Highly organized with advanced skills in scheduling, information management, and prioritization.
• Strong business acumen and ability to identify inefficiencies and operational improvements.
• Self-starter with high emotional intelligence, resilience, and a solutions-oriented mindset.
• Excellent judgment and critical thinking, with the ability to anticipate needs and challenge ideas respectfully while remaining aligned with the founder’s vision.
• Flexible and adaptable, able to pivot seamlessly across businesses and priorities.

Compensation, Benefits & Logistics : 

• Base Salary: $200,000–$260,000 + bonus
• Location: In-office 5x/week (with travel to Jackson approximately 1 week/month if based in other locations)
• Benefits: Health, dental, vision, HSA and DCFSA, 401(k), PTO, wellness perks

What to Expect from Our Selection Process

We are seeking passionate operators who possess the ability to move from strategy to tactical smoothly to join our leadership team. Our selection process is designed to assess the whole candidate and foster a mutual match for you and us. The process includes: 

1. Take the Predictive Index Assessment *
2. Vannin Chief of Staff Screening: 15 minute phone interview & 30 minute video interview
3. Client Interview 1: Internal screen with HR Lead
4. Client Interview 2: Take-home project
5. Client Interview 3: 30-min Zoom with Founder
6. Client Interview 4: In-person session with Founder & key stakeholders
7. Client Interview 5: Potential final follow-up or dinner

*Note: Vannin Chief of Staff partners with The Predictive Index to align workstyles with the role. All applicants complete a quick, two-question, five-minute assessment—no right or wrong answers—and receive a profile readout.

Our Client is co mmitted to creating and maintaining a diverse and inclusive workplace where our employees can thrive and be themselves. We welcome all persons into our community. We embrace the diversity of gender, gender identity or expression, race, color, religious creed, national origin, ancestry, age, physical and mental disabilities, medical condition, genetic characteristic, sexual orientation, marital status, family care or medical leave status, military or veteran status, or perceived membership in any of these groups.

Our Client is an equal opportunity employer.

Job Tags

Full time, Work at office, Flexible hours,

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