Chief of Staff - Apprenticeship (Early Career Professional)

This position provides direct exposure to executive leadership, strategic decision-making, and operational execution at the highest levels of the firm and is designed as an apprenticeship for future business leaders.

As Chief of Staff, you will work alongside the CEO, President, and Executive Leadership Team (ELT) to drive strategic initiatives, manage key business processes, and ensure seamless coordination across leadership functions. You will gain a front-row seat to enterprise-wide operations, learning how to navigate board dynamics, executive decision-making, and cross-functional leadership.

This role is ideal for a recent master’s graduate or early-career professional (2-3 years out of undergrad), or Junior Military Leader with exceptional communication, problem-solving, and organizational skills, who is eager to accelerate their path to leadership.

PRIMARY RESPONSIBILITIES:

Board of Directors Support

• Serve as the CEO’s point of contact for Board materials and content

• Coordinate Board Committees, ensuring seamless communication and collaboration

• Prepare and upload materials ensuring accuracy and completeness

• Facilitate kickoff meetings, agenda setting, and advance scheduling for Board meetings

• Manage advanced calendaring, seating arrangements for dinners & meetings, and overall logistics

• Oversee conference room setup and technology readiness for Board meetings

• Track and follow up on action items from Board discussions, ensuring alignment across the ELT

Business Reviews & Strategy Execution Support

• Schedule and manage business review meetings, ensuring key stakeholders are informed

• Consolidate presentations, metrics, and strategic insights for executive discussions

• Publish action items and meeting minutes to ensure accountability

• Facilitate firm-level lessons learned reviews, ensuring insights are effectively communicated

Support for CEO & Operating Segment Presidents

• Ensure executives are fully prepared for meetings, providing pre-reads and executive summaries

• Summarize key takeaways from pre-read materials and meetings for executive efficiency

• Track action items, publish meeting minutes, and ensure follow-ups with key stakeholders

• Coordinate ELT interactions and facilitate cross-functional alignment

• Manage Town Hall Q&A tracking and follow-up coordination

• Support partnership and leader engagements

• Build executive profiles and briefing documents ahead of key meetings

• Serve as a coordination point for internal communications across the ELT

• Act as the go-to expert for internal presentations, ensuring clarity and executive-level impact

• Schedule and coordinate key client, colleague, and carrier partner meetings

MANAGEMENT AND SUPERVISORY SCOPE:

• Individual Contributor: no managerial functions apply.

FINANCIAL AND BUDGET ACCOUNTABILITY:

• No

EDUCATION AND EXPERIENCE:

• Early career professional – Recent master’s graduate or 2-3 years post-undergrad

• Leadership and teamwork experience such as junior military leader (O-2, E-5), student athletes, and other extracurricular activities

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• High-potential early-career professional with a strategic mindset and strong analytical skills

• Proactive problem-solver who thrives in fast-paced, high-visibility environments

• Strong communicator with the ability to summarize information concisely and influence senior stakeholders

• Exceptional attention to detail, ensuring accuracy and alignment in all deliverables

• Excellent written and verbal communication skills, with the ability to distill complex information into actionable insights

• Ability to summarize key points using a “bottom-line-up-front” approach

TECHNICAL, COMPUTER, SYSTEM SKILLS:

• ​Strong proficiency in Microsoft Office Suite (PowerPoint, Excel, Word) and executive-level presentation development

WORK ENVIRONMENT:

• Local to Tampa and available to be in-office 4-5 days per week (with flexibility for exceptions)

• The above information on this description has been designed to indicate the general nature and level of work performed by colleagues within