Job Description

POSITION OVERVIEW

The Chief of Staff works directly for and supports the Founder and Managing Partner (MP) of the firm headquartered in Houston, TX. By professionally and efficiently executing responsibilities in support of the MP, this position ensures the MP's ability to lead the company effectively.

The Chief of Staff will serve as a central figure of the team, providing vital leverage for the MP in business relations (within our client and Family Office) (60%), supporting additional leadership on the hospitality enterprise (20%), and fulfilling needs across the rest of the firm (15%).

This position requires the ability to anticipate needs, pay close attention to detail, think critically, and offer solutions to problems with a high level of professionalism and confidentiality, consistently demonstrating ethical behavior. This role is tailored for a resourceful individual who thrives on strategic involvement and administrative detail, from pipeline management and scheduling to event planning and onboarding. Familiarity with family offices or private equity environments is ideal due to the fast-paced nature and varied portfolio of businesses managed.

The Chief of Staff projects a positive and polished demeanor to the team, the clients, and partners. This role serves as a direct reflection of the company and the MP.

The most important result of the successful executive Chief of Staff is the ability to carefully utilize, support, and optimize the time of the MP. The Chief of Staff works to identify where the MP should direct their time to garner the highest use of efforts and work to take the smaller items off his plate altogether.

The Chief of Staff is a trusted advisor to the MP.

KEY RESPONSIBILITIES

Support and Liaison

• Act as a bridge between MP and stakeholders, ensuring seamless communication and helping manage interactions with business development, hospitality operations, and other entities.
• Support MP in his varied roles by creating processes that enhance productivity and maintain organization.
• Serve as liaison between the team, partners, and MP regarding company climate, employee well-being, project updates, proposals, and planning.
• Communicating and following up to drive strategic initiatives and filling in the gaps where needed.

Pipeline and Calendar Management

• Provide highly organized calendar management for MP, including calendar management, travel arrangements, and event coordination. Ensures the schedule is organized efficiently, prioritizing inquiries and resolving conflicts in advance, making recommendations to ensure smooth day-to-day engagements.
• Proactively monitor and manage MP’s business pipeline, keeping track of priorities and deadlines.
• Complete various complex, confidential, and time-sensitive administrative responsibilities that facilitate the MP’s ability to lead the organization effectively. These include designing and producing complex documents, reports, and presentations, composing and preparing correspondence, and maintaining contact lists.

Hospitality Enterprise Support

• Collaborate with stakeholders and the restaurant operations EA to manage corporate tasks, set up meetings, and ensure operational efficiency within the hospitality segment.
• Stay on top of growth initiatives, supporting the acquisition and integration of new restaurant locations.

Special Projects and Event Planning

• Lead special events, handling end-to-end logistics, vendor relationships, and event day execution, including ordering gifts and organizing activities.
• Identify opportunities for additional projects that add value to the firm and take the initiative to execute them effectively.
• Assist with special projects of importance to the MP.
• Manage and report to the MP on project progress and expected completion to meet strict deadlines, some of which could be confidential and have organizational impact.

Employee Onboarding

• Manage onboarding tasks for new hires across the organization, from ordering equipment and business cards to setting up payroll and integrating personnel into the team.

Cross-Firm Communication and Coordination

• Facilitate regular check-ins and support communication across the firm, ensuring cohesive team operations and addressing needs as they arise.
• Provide proactive support to fellow partners by actively listening to their guidance, taking direction on critical initiatives, and assisting with executing firm-wide strategies.

Notary Services

• Provide notary services for the company, ensuring essential documents are processed accurately and efficiently. If not a certified notary, the candidate must be willing to complete the certification process promptly.

IDEAL CANDIDATE PROFILE

• The ideal candidate for the Chief of Staff role will have worked in an environment where trust and accountability are paramount.
• Self-starter with initiative : Brings solutions without being asked and recognizes needs independently.
• Experienced in Family Office/PE : Familiar with supporting multiple business entities and adept at balancing priorities across diverse industries.
• Highly Organized and Detail-Oriented : Expert in scheduling, multitasking, and keeping all stakeholders informed.
• Autonomous with Strong Discipline : Capable of working independently with minimal supervision while staying aligned with company objectives.
• Relatable and Adaptable : Able to connect with team members across different business lines and quickly adjust to evolving priorities and personalities.
• 'Roll up the Sleeves' work ethic to serve with the team in any role or duty as needed.

SUCCESS ATTRIBUTES

• Presence : Should possess gravitas and presence, demonstrating confidence and credibility.
• Integrity : High emphasis on being trustworthy, as this role represents the company's image.
• Being Present : Fully engaged in tasks, giving undivided attention to the team, clients, and responsibilities.
• Critical Thinking : Able to identify problems, analyze situations, and execute effective solutions proactively.
• Emotional Intelligence : Strong ability to manage interpersonal relationships, navigate personalities, and influence outcomes professionally.
• Initiative & Problem-Solving : A natural bias for action, ensuring time is spent on key activities that optimize the MP’s time.
• Flexibility : Comfortable balancing a fast-paced environment with evolving priorities and multiple projects.
• Resilience : Ability to handle unforeseen setbacks, turning challenges into growth opportunities.
• Accountability : Takes full responsibility for tasks and outcomes related to the Chief of Staff position.

KPIs USED TO MANAGE THE SUCCESS OF THE ROLE

The success of this role is measured by the efficacy of the MP’s time to lead the company. The Chief of Staff position is an integral member of the team. The ideal candidate will be up for the challenge, invigorated by the fast pace, be authentic, professional, polished, and embody the image the firm presents to their team, clients, and partners.

• MP is focused, using his time to lead and grow the company.
• MP is prepared for all meetings and events with minimal surprises and disruptions.
• Travel is well managed, with attention to lodging, timing, transportation, offsite events, meals, and return plans.
• The team rates the Chief of Staff as collegial, supportive, and trusted.

BENEFITS

• Flexible working schedule with the option to work remotely.
• Opportunity to work with a vibrant, growing family office in a role with significant autonomy and impact.
• Bonus eligibility based on personal and company performance.

IMPORTANT TO NOTE

The role of the Chief of Staff requires some flexibility and availability to communicate and engage with work outside of the standard 8-5/M-F schedule

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