Chief Operating Officer

• Serve as a trusted advisor to synthesize issues, surface options, and recommend decision-grade actions
• Provide oversight of actions related to operations, risk, and portfolio/financial management; ensure consistent follow-through
• Foster a culture of collaboration and continuous improvement
• Facilitate collaboration between various divisions to ensure alignment on priorities and initiatives
• Demonstrate versatility and resilience in navigating challenges and adapting to changing business needs
• Coordinate across the executive director’s leadership team to build alignment, remove blockers, and track commitments to closure
• Manage the executive director’s cadence (meetings, prep, readouts) and triage incoming requests to protect executive time
• Prepare materials for executive meetings, including presentations, reports, and strategic documents
• Produce clear, timely business performance updates and executive scorecard updates that drive leadership decisions
• Maintain dashboards and executive metrics Objectives and Key Results (OKRs) and Key Performance Indicators(KPIs) to ensure alignment to strategic priorities and enable fact-based course corrections
• Translate complex data into concise, actionable narratives and recommendations for senior leaders
• Act as a strategic partner: anticipate needs, identify opportunities to scale or simplify work, and ensure initiatives align to the IDT&S vision and roadmap
• Translate strategy into execution by creating plans with owners, milestones, and measurable outcomes aligned to strategic goals
• Manage stakeholder relationships across the organization, ensuring effective communication and alignment on strategic priorities
• Support development and vetting of multi-year business cases and priority setting for strategic initiatives
• Support organizational change initiatives, ensuring smooth transitions and effective communication throughout the process
• Monitor budget-to-actuals and recommend course corrections
• Coordinate workforce and resourcing requests through intake, prioritization, and approval from the Leadership Team (LT), Human Resources (HR) and Finance) - ensuring healthy backlog management for the organization
• Work with leadership team to manage headcount forecasts
• Prepare executive director’s communications including memos, talking points, and presentations
• Develop visual representations of concepts and ideas appropriate for the audience
• Be the “nervous system” of the organization: ensure timely, consistent communication across regions and stakeholders
• Facilitate regional leadership meetings and regular Employee Briefings, including general management of the meeting, agenda and content preparation, and notes dissemination

Senior Information Technology Business Operations Chief of Staff

• Provide administrative support to the Senior Leadership Team by creating and editing agendas, presentations, reports, business plans and objectives on a recurring basis, and coordinating other correspondence, documents, spreadsheets and presentations based on executive expectations
• Flexibly manages busy calendars for the EVP/COO through effective prioritization and scheduling of meetings
• Proactive handling necessary tasks to identify and manage conflicts in advance of future scheduled events, travel arrangements, and changes in priorities
• Monitor deadlines, track progress toward task completion and communicate when there are concerns
• Responsible for meeting preparation (all staff, executive, leadership, off-site, etc.) and logistics through effective use of audio visual, other tools and technologies
• Coordinates business itineraries, travel arrangements (domestic and international), conferences, meetings and other business functions, including registration for conferences, proper documentation (i.e., visas, itineraries, representation letters, etc.) and changes as needed
• Other administrative duties such as supplying information, managing budgets, completing and approving expense reports, filing, maintaining records and assisting with various meeting logistics
• Handles ordering of meals and refreshments as appropriate
• Partners with other assistants to ensure seamless operations of the organization
• Provide Direct support to the EVP/COO and Board of Directors and related committees, including communication and problem resolution
• Also responsible for managing Board meeting logistics, including vendor negotiations, creating agendas, writing minutes, recording actions and conducting follow-up to ensure completion within designated deadlines and all Board related activities including communications with all Board members
• Contribute to the achievement of organizational goals
• Manage multiple projects simultaneously
• Build cross-functional relationships between departments
• Acting as a point of contact between EVP/COO and employees
• Update internal collaborative documentation regularly
• Track and help drive the completion of other key deliverables and follow up on outstanding items

Executive Assistant, EVP/COO

• This is a player/coach role and this person will be responsible for working with clients and overseeing team members.
• Hold team members accountable to systems/processes
• Serve as 1st layer of manager to team, assisting with all client matters including upgrades, escalations, etc
• Helping team members work through client work when they get stuck
• Working with Team Leads in other departments to improve alignment on clients
• Work with the Director of Fractionals to improve systems & processes by passing information gained through 1/1's

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