Chief of Staff

Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

What sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

Job Summary

The Chief of Staff will serve as a key strategic partner and right hand to the CEO, driving execution across executive priorities, streamlining communication, and ensuring the leadership team stays focused and aligned. This role is critical in scaling the organization’s operating rhythm, improving decision-making processes, and translating vision into action across the company.

You’ll work across functions and act as a force multiplier for the CEO. This is a high-trust, high-impact role ideal for someone with strong business acumen, operational savvy, exceptional judgment, and looking to accelerate their executive trajectory.

Key Responsibilities

Strategic Execution & Project Management

• Lead special projects and initiatives from the CEO including cross-functional efforts, growth priorities, M&A diligence, and board deliverables.

• Track progress on strategic objectives, ensuring accountability and follow-through across teams.

Executive Operations

• Drive the cadence of executive leadership meetings, including agenda setting, facilitation, action tracking, and follow-ups.

• Partner with the CEO on board communications, investor updates, and company-wide messaging.

• Prepare briefing materials, presentations, and reports for internal and external stakeholders.

Decision Support

• Surface and organize key issues for CEO attention, providing context, analysis, and options to support decision-making.

• Anticipate operational risks, flag misalignments early, and drive resolution.

Culture & Communication

• Act as an extension of the CEO to help cascade strategy and priorities throughout the organization.

• Foster alignment and connectivity across the senior leadership team, breaking down silos and ensuring consistent messaging.

Operational Efficiency

• Partner with Finance, HR, and other departments to ensure the company’s operating model supports scale and clarity.

• Evaluate and improve business processes that impact leadership effectiveness and organizational agility.

Key Requirements

• 7+ years of experience in management consulting, investment banking, corporate strategy, or operational leadership roles

• Background in fintech, wealth management, or financial services required

• Proven track record of working with or within executive leadership teams

• Exceptional written and verbal communication skills; strong executive presence

• Able to thrive in a fast-paced, ambiguous, and evolving environment

Preferred Requirements

• MBA or advanced degree in Business, Finance, or related field

• Experience supporting a founder or CEO in a high-growth company

• Exposure to investor relations or board communications

• An attractive total compensation package

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match