Chief of Staff

Job Description

About the Role

Join Learn Lux as a Chief of Staff and play a critical role in driving organizational alignment, optimizing internal operations, and supporting strategic initiatives across the company. In this role, you'll work closely with the CEO and COO to ensure seamless execution of company priorities, develop and implement organizational best practices, and lead key meetings and events. You'll be a trusted partner to leadership, managing high-impact projects, fostering cross-team collaboration, and driving operational efficiency across the organization.

This role is essential to ensuring Learn Lux operates at its highest potential. You'll own the alignment of company initiatives, oversee organizational practices, and act as a key liaison for internal communications and planning. If you thrive on building systems, aligning teams, and working on diverse, meaningful projects, this role is for you. This role reports to the founders of Learn Lux.

About Learn Lux

Learn Lux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on‑one guidance from Certified Financial Planner™ professionals. Learn Lux's award‑winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more.

Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on‑time retirement, and healthcare savings. Learn Lux members feel great about their money, allowing their work and wellbeing to thrive.

We’re a remote‑first company, backed by prominent investors such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.

Key Responsibilities

• Organizational Alignment:
Drive alignment across teams by ensuring key initiatives, goals, and priorities are well‑communicated, documented, and understood. Develop frameworks to track and measure progress toward company objectives, ensuring all teams are working cohesively to achieve shared goals. Build trust and strong relationships across teams to facilitate collaboration and clarity on priorities.

• Organizational Best Practices:
Implement and refine best practices for internal communication, project management, and team collaboration. Ensure consistent and efficient workflows across departments, leveraging tools and systems to enhance productivity and transparency. Serve as a company champion of values and culture, ensuring alignment across internal initiatives.

• Support to Leadership:
Serve as a trusted advisor and strategic partner to the CEO and COO, helping manage schedules, priorities, and high‑impact projects. Assist in preparing for meetings, presentations, and critical decision‑making discussions. Anticipate and address leadership needs to optimize effectiveness and focus.

• Meeting and Event Management:
Oversee and facilitate company‑wide meetings, leadership offsites, recurring all‑company meetings and internal events to foster alignment, collaboration, and engagement. Plan and structure meetings to ensure they are productive, actionable, and aligned with company priorities. Create a documentation process and manage ongoing meeting topics and notes. Act as a central organizer for major events and milestones.

• Special Projects:
Take ownership of miscellaneous projects and roles as defined by the business. Act as a flexible resource for emerging needs, adapting to the dynamic requirements of a fast‑growing company.

• Impact Measurement:
Manage KPIs and OKRs to track the effectiveness of organizational initiatives, productivity, and cross‑functional alignment. Continuously evaluate the success of initiatives and pivot as needed to meet company goals.

You Should Have

• 5+ years of experience in strategic planning, operations, finance or a related role, preferably in a high‑growth startup environment or consulting, IB, or PE.

• Proven ability to manage cross‑functional projects, ensuring…