Chief of Staff to the Founder

Lotusmgmt

New York (NY)

Hybrid

USD 180,000 - 260,000

Full time

14 days+

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Job summary

Lotusmgmt seeks a highly organized right-hand to the founder, coordinating across an investment platform, a venture studio, and family interests. You will ensure follow-through, triage priorities, and enhance the founder's effectiveness across complex domains.

You’ll quarterback cross-portfolio workstreams, manage financial, legal, and governance cadences, and design AI-native automations to scale outreach, research, drafting, and operations while maintaining discretion and relentless focus on

Qualifications

  • 4+ years in a high-accountability role with owned outcomes.
  • Experience bridging finance, operations, and strategy across multiple entities.
  • Demonstrated AI fluency and use of tools to accelerate work.

Responsibilities

  • Triage priorities, prep the founder, and own follow-through to close commitments.
  • Lead cross-portfolio workstreams across investment platform, venture studio, and family entities.
  • Coordinate financial, operational, compliance and reporting cadences; manage external providers.
  • Support incubated companies with fundraising prep, investor outreach, hiring, and ops scaffolding.
  • Run family-office tasks with estate, tax, and trust structures; handle sensitive information discreetly.
  • Prepare governance materials, agendas, and track action items across companies.
  • Build AI-native workflows for research, outreach, drafting, summarization and operations.
  • Take on ad hoc projects for the founder, from research to process development.

Skills

Project management
AI fluency
Generalist
Strong communication
Numeracy
Discretion
Venture/family-office exposure
Fundraising narrative
No-code automation

Tools

No-code automation

Job description

Be the founder's force multiplier and the connective tissue across an investment platform, a venture studio, and the family enterprise — owning the follow-through so nothing falls through the cracks.

About the role

This is a true right-hand role working directly alongside a founder-investor whose world spans three domains at once: an investment management platform, a venture studio that builds and backs early-stage companies, and a set of personal and family interests. The portfolio is intentionally broad — public-markets investing, AI-native software companies, consumer and wellness ventures, and the family and holding structures beneath them. The mandate is simple to state and hard to do: make sure nothing falls through the cracks, and make the founder dramatically more effective. It suits someone who is genuinely a generalist, ferociously organized, and energized rather than overwhelmed by context-switching.

What you'll do
  • Act as the founder's primary leverage — triage priorities, prep him for what's next, and own the follow-through so commitments actually close out.
  • Quarterback workstreams across the full portfolio — the investment platform, the venture studio and its operating companies, and personal and family entities — and keep them from colliding.
  • Coordinate the recurring financial, operational, compliance and reporting cadences, and manage the outside legal, tax, audit, administration and advisory providers who support them.
  • Support the venture and studio side: help incubated companies with fundraising prep, investor outreach and tracking, hiring, and the operational scaffolding young companies need before they have their own teams.
  • Help run the family-office dimension, working comfortably alongside estate, tax and trust structures and treating personal matters with the same rigor and discretion as business ones.
  • Prepare board and governance materials, agendas and follow-ups, and track action items to completion across multiple companies.
  • Build and run the systems that make all of this scale — in an AI-native way, designing and automating workflows for research, outreach, drafting, summarization and operations rather than grinding through them manually.
  • Take on whatever ad hoc, high-trust projects the founder hands you, from research and writing to standing up a process from scratch.
What we're looking for
  • 4+ years in a high-accountability role — investment management, a startup operating or Chief of Staff seat, venture, or management consulting — where you owned outcomes.
  • A genuine generalist who can move from financial detail to fundraising narrative to operational logistics without losing the thread.
  • Demonstrated AI fluency: daily hands-on use of modern AI tools and a track record of using them to do more, faster, including comfort prompting well and standing up lightweight no-code or low-code automations.
  • Exceptional project management across many concurrent, deadline-driven workstreams and stakeholders.
  • Outstanding written and verbal communication, with the polish and judgment to represent the founder to investors, partners, advisers and counterparties.
  • Strong numeracy and comfort with financial and legal documents — able to read them, spot what matters, and ask the right questions.
  • Absolute discretion with sensitive business, financial and personal information, and the maturity to operate with minimal oversight.
  • Preferred: exposure to venture, family-office or private investment, holding company and trust/estate structures, and a builder's background of automating things and shipping tooling.
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