Chief of Staff to COO & Co-Founders

About Moneybox

At Moneybox, our mission is to give everyone the means to get more out of life. We’re guided by our belief that wealth isn’t about the money, it’s about the means to more – more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.

Job Brief

Moneybox has successfully scaled to over 1.5 million customers and over £16bn billion in AUA, demonstrating robust growth and profitability. We are now entering a critical phase focused on enhancing our customer proposition, delivery velocity and operational maturity ahead of future liquidity events.

The Chief of Staff is a pivotal, high-impact role designed to act as an executive multiplier for the COO and Co-Founders. You will support driving the rhythm of the business, translating executive plans into cross-functional execution and serving as a key problem-solver to challenges spanning product, technology, operations and commercial. This is a rare opportunity designed for a future operational leader.

Key Responsibilities

1. Strategic Execution & Planning (The “What”)

• Strategic Prioritisation: Partner directly with the COO and Co-Founders to define, articulate, and cascade the company’s objectives. Ensure alignment of resources with the highest-leverage business goals.
• Goal Governance: Oversee and manage the Executive Team’s operating model. You are accountable for monitoring progress, identifying roadblocks, and ensuring timely, accurate reporting to the Executive Team.
• High-Priority Projects: Understand business-critical problems and work with the COO, Co-Founders and other members of the senior team to recommend and deliver solutions across multiple functional areas.

2. Operational Rhythm & Governance (The “How”)

• Executive Meeting Management: Own the end-to-end cadence and effectiveness of all Executive Team and Leadership meetings (including weekly executive sessions and periodic offsites). This includes setting agendas, facilitating debate on critical issues, capturing decisions, and ensuring robust follow-up and accountability.
• Board Readiness: Support with the preparation, structure, and refinement of Board meeting materials. Implementing the annual cadence of Board governance and operational requirements.
• Cross-Functional Optimisation: Act as a neutral, trusted party to resolve critical bottlenecks between departments (e.g., aligning product and technology resource requirements, reconciling tensions between competing operational and commercial priorities).

3. Executive Enablement & Communication (The “Why”)

• Information Flow: Manage communications from the COO/Co-Founders to the broader organisation, ensuring transparency, clarity, and consistency in messaging.
• Research and Analysis: Conduct deep-dive analytical projects on market trends, competitive intelligence, and financial models to inform executive decision-making.
• Organisation and Culture: Work with the COO, Co-Founders and People Team to ensure resource allocation and application are aligned with strategic priorities, acting as an advocate for organisational health and cross-functional collaboration.

Required Qualifications & Experience

• Experience: 7-10+ years of professional experience, including significant tenure in a high-intensity, analytical environment such as:
  • Top-tier Management Consulting (e.g., McKinsey, Bain, BCG).
  • Top-tier Law Firms (Magic or Silver circle)
  • Investment Banking, Venture Capital, or Private Equity.
  • A prior operational or strategic role within a high-growth regulated technology firm.
• Skills: Exceptional analytical capabilities, attention to detail, financial modeling skills, and a proven ability to synthesise complex, ambiguous data into simple, actionable strategies.
• Execution: A demonstrable track record of driving large, complex projects to completion with senior stakeholders.
• Leadership Qualities: High intellectual curiosity, impeccable judgment, emotional intelligence, and the ability to influence without formal authority. Must be resilient, adaptable, and comfortable with executive-level ambiguity.

Career Trajectory

• This role serves as a transition point for individuals seeking to pivot from professional services into executive operational leadership. Successful tenure as Chief of Staff is often a direct pathway to roles such as:
  • • Chief Operating, Strategy or Commercial Officer
    • Managing Director (MD) of a business line

Who you are

• Someone with a genuine interest in Moneybox and the services we offer.
• Excited about being part of a fast-growing company that’s trying to make a positive mark on the world
• A driven, ambitious individual who’s looking to accelerate their career in a scale-up business
• A proactive self-starter who combines a bias for action with a willingness to learn and solve problems independently
• A strategic thinker who is able to break down complex problems into actionable components
• A collaborative team player who is able to take feedback on board
• A great communicator who has a passion for their work and the people they work with

What’s in it for you?

• Opportunity to join a fast-growing, award-winning and super ambitious company
• Work with a friendly team of highly motivated individuals
• Be in an environment where you are listened to and can actually have an impact
• Thriving collaborative and inclusive company culture
• Company pension scheme
• Company Bonus Scheme
• Hybrid working environment
• Home office furniture allowance
• Personal Annual Learning and Development budget
• Private Medical Insurance
• Health Cash Plan – cashback on everyday healthcare like dental and opticians
• Cycle to work scheme – spread the cost of a new bike and accessories
• CycleSaver – save on bike-share subscriptions and have a more sustainable commute
• Wellhub subscription to a variety of gyms and wellbeing apps
• Enhanced parental pay & leave
• 25 days holiday + bank holidays with additional days added with length of service.

Our office is in London, by the Oxo Tower

Our Commitment to DE&I
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential