Chief of Staff to the CEO
Wellthi Technologies, Inc. is a dynamic and rapidly growing fintech company revolutionizing the way banks and financial institutions (FIs) operate. Our innovative Virtual Branch platform empowers our clients to enhance customer engagement, reduce costs, and drive growth. We are seeking a highly motivated and results-oriented Senior Client, Operations and Sales Leader for
Credit Unions to join our team on a full-time consultancy basis.
Role Overview
Wellthi is seeking a Chief of Staff to work directly alongside our CEO during a critical stage of company growth. This is a foundational role designed for someone early in their career but high in ambition, judgment, and drive. You will be deeply embedded in the day-to-day operations of the company while also gaining exposure to strategy, partnerships, fundraising, and long-term planning.
This is not a ceremonial role. You will do real work across a wide range of responsibilities, from keeping the CEO organized and informed to acting as a thought partner on key initiatives. The scope will grow as you grow.
The Opportunity
This role is ideal for someone who wants to learn how a company is built from the inside. You will have a front-row seat to decision-making and the chance to develop skills across operations, strategy, business development, and leadership. The right candidate will see this as a long-term investment in their career and an opportunity to grow with the company.
Responsibilities
- Act as a strategic extension of the CEO, helping prioritize time, initiatives, and decisions
- Manage scheduling, meeting preparation, follow-ups, and executive communications
- Attend internal and external meetings, providing clear summaries, insights, and action items
- Help track progress across key initiatives and ensure accountability
- Support business development efforts, including research, outreach preparation, and follow-up
- Assist with investor, partner, and advisor communications as needed
- Prepare briefs, presentations, and internal documents for leadership and stakeholders
- Identify gaps, inefficiencies, or opportunities and proactively propose solutions
- Take on ad hoc projects that evolve as the company grows
Qualifications
- Graduate student or graduate degree preferred (MBA, MPA, JD, or related fields are a plus)
- 2+ years of experience in consulting, startups, finance, operations, policy, or similar environments
- Strong written and verbal communication skills
- Highly organized, detail-oriented, and comfortable managing multiple workstreams
- Ability to think strategically while also executing tactically
- High degree of discretion, judgment, and professionalism
- Comfort operating in ambiguity and learning on the fly
- Entrepreneurial mindset with a willingness to roll up sleeves and do the work
JOIN OUR TEAM
Submit your resume and a cover letter outlining your experience and qualifications to [email protected] We will carefully review your application and reach out to you as soon as possible.