Chief of Staff to the President & CEO
United States-California-San Francisco
This highly strategic and facilitative role requires a combination of focus and flexibility, as well as a willingness to play an active, behind-the-scenes role. As the CEO’s ‘trusted counsel’, the role requires a highly resourceful individual with strong emotional intelligence, self-motivation, and strong analytical skills.
Accountable to ensure that meeting objectives are realistic, that preparation is appropriate, and that the CEO’s time is leveraged most effectively. This responsibility is less about logistics and more about content and the appropriateness and sufficiency of the intended preparation. This may mean querying and pushing back on senior executives and assisting in their preparation for their interactions with the CEO.
Coordination/orchestration of projects or commitments directly involving the CEO and her direct reports. This role would need to understand the breadth of
the projects within the CEO’s purview. Tact, diplomacy, and persistence are essential
qualities in executing this dimension of the role.
Facilitate decisions the executive staff need receiving feedback on from the CEO. S/he will support the needs of the executive staff in their ability to raise critical issues with the CEO and receive needed responses, guidance and decisions.
Work closely with CEO’s Executive Assistant to remain apprised of/schedule upcoming CEO commitments.
Confirm objectives for the meeting and recommend participants and best approach.
Help ensure participants are aware of and prepared for the meeting.
Attend meetings, capture major take-a ways, and work with executive team to ensure follow up.
Work with CEO’s Executive Assistant to ensure appropriate and timely communication to participants.
Work with Executive staff to align their actions and communications in support of agreed upon goals. The Chief of Staff’s role will be to work with all staff to ensure that the CEO’s needs are conveyed, that progress is being made in a timely way, and that any demands on CEO’s schedule are understood and agreed upon. The Chief of Staff will also work to ensure the Executive team’s needs are conveyed to the CEO for consideration.
Be prepared to apprise the CEO of project status and variations from schedule or scope.
Scope, plan and execute multiple, often quick-turnaround projects with minimal outside
Work with CEO to determine the role the Chief of Staff will play in outlining, drafting, and/or researching in support of each event.
Perform agreed upon work—including coordinating with others who might be involved; communication must be clear, concise, and compelling.
Prepare follow up correspondence for internal and external meetings, as directed by the CEO.
Present timely work-in-progress updates to the CEO on the status of the communication materials mentioned above.
Succinctly update the CEO on the issues, supported with facts and recommendations.
Minimum five years of transferable work experience in business strategy, consulting, or related area.
Master’s degree in Accounting, Finance, Economics, or related business field or equivalent experience.
Track record of proactive leadership in highly matrixed, collaborative environment is essential
Ability to effectively advise and communicate with executive leadership, manage change and inspire business partners to embrace change
World-class communicator, in development of business presentations, written communication, and personal interactions.
Strong strategic thinking skills.
Displays high intellectual capacity, sound professional judgment and discretion to lead in complex, changing, and ambiguous environments.
Communicates effectively with diverse groups and individuals - clearly conveys information and ideas and listens and responds appropriately to customer needs, external vendors and individuals throughout the Bank including senior and executive management.
Develops open, considerate, effective and productive working relationships with customers, external contacts, and individuals throughout Bank of the West.
Displays advanced decision making and analysis skills - draws information and broad knowledge to make timely and logical decisions that provide practical solutions.
Adaptability - responds appropriately and competently to the demands of work challenges when confronted with changes, ambiguity, adversity, and other pressures.
Strong business acumen and problem solving ability.
Highest standards of ethics and personal integrity.
Personal Ownership - Assumes responsibility for effectively meeting objectives, motivates self to get the job done, performs job duties in an organized, accurate and productive fashion, seeks out and is open to knowledge, ideas and feedback to improve effectiveness, and holds self accountable for following policies, guidelines, and procedures.