Chief of Staff - Project Management Lead

Phillip Capital Inc.; Chicago (IL); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Phillip Capital Inc. in Chicago seeks a highly organized Chief of Staff - Project Management Lead to drive key initiatives from strategy to execution. This role partners with the CEO and coordinates cross-functional teams to deliver growth and strengthen client relationships.

You will manage timelines, track deliverables, and ensure timely, high-quality communication with clients and stakeholders while identifying efficiency improvements across departments.

Qualifications

• Bachelor’s degree in business, marketing, communications, or a related field.
• 5+ years of experience in product management, business development, client services, or a similar role.
• Excellent organizational and time management skills.
• Strong verbal and written communication skills.
• Proactive problem-solving mindset.
• Ability to work independently and take ownership of projects.
• Familiarity with project management tools (Asana, Trello, Monday.com).
• Experience in the financial industry.

Responsibilities

• Collaborate with the CEO to translate strategic priorities into actionable project plans.
• Coordinate and execute business development initiatives, including partnerships and proposals.
• Support client service efforts by tracking deliverables and deadlines.
• Provide the CEO with clear progress reports on internal projects.
• Identify roadblocks and escalate issues to stay on track.
• Work cross-functionally with marketing, sales, operations, technology, and external partners.
• Maintain project documentation, timelines, and status reports.
• Identify opportunities to improve processes and efficiency across business development and client services.

Skills

Project management

Business development

Client services

Communication

Time management

Independent work

Cross-functional collaboration

Financial industry experience

Education

Bachelor’s degree in Business, Marketing, Communications, or related field

Tools

Asana

Trello

Monday.com

Job description

We’re Hiring – Chief of Staff - Project Management Lead

Location: Chicago, IL (Hybrid)

Phillip Capital Inc., located in Chicago, is dually registered with the SEC/FINRA as a self‑clearing broker dealer and the Commodity Futures Trading Commission (CFTC) as a registered Futures Commission Merchant (FCM) serving professional traders and institutions with customized clearing, custody and global market access solutions.

What We Offer

We provide an environment where you can grow your skills and make meaningful, visible contributions to your team and the broader organization. Our culture is built on integrity, accountability, open communication, and continuous improvement, with a focus on building for the long term. Our office, located in the iconic Board of Trade Building, offers convenient access to Metra and CTA lines and is steps away from restaurants, parks, shopping, and cultural institutions. Building amenities include an onsite gym, indoor bicycle parking, a game room, and a rooftop deck with exceptional views.

About the Role

We are seeking a highly organized and proactive Chief of Staff - Project Management Lead to help execute key projects that drive business growth and strengthen client relationships. This role is critical in carrying the CEO’s vision forward by ensuring that initiatives move smoothly from strategy to execution.

What You Will Do

• Collaborate with the CEO to understand strategic priorities and break them down into actionable project plans.
• Coordinate and execute business development initiatives, including partnership outreach, proposals, lead follow‑ups, and marketing activities.
• Support client service efforts by tracking deliverables, ensuring deadlines are met, and maintaining high‑quality communication with clients.
• Serve as the main point of contact for internal project updates, providing the CEO with clear, concise progress reports.
• Proactively identify roadblocks and elevate issues to the CEO or relevant stakeholders to keep projects on track.
• Work cross‑functionally with marketing, sales, operations, technology and external partners to ensure alignment and smooth execution.
• Maintain project documentation, timelines, and status reports.
• Identify opportunities for improving processes and efficiency across business development and client services functions.

Qualifications

• Bachelor’s degree in Business, Marketing, Communications, or related field.
• 5+ years of experience in product management, business development, client services, or a similar role.
• Strong organizational and time management skills, with the ability to manage multiple projects simultaneously.
• Excellent verbal and written communication skills.
• Strong problem‑solving skills with a proactive mindset.
• Ability to work independently and take ownership of projects while keeping leadership informed.
• Familiarity with project management tools (e.g., Asana, Trello, Monday.com) is a plus.
• Experience in Financial Industry.