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Sunwest Bank · 2 days ago

Chief of Staff

Irvine, CA

Full-time

Hybrid

Senior Level

5+ years exp

Sunwest Bank is seeking a strategic and results-driven Chief of Staff to support their Chief Technology and Strategy Officer. This role will lead cross-functional initiatives across AI product launches, operational improvements, and executive portfolio management, acting as a key integrator to translate high-level priorities into measurable outcomes.

BankingCommercial LendingFinancial ServicesFinTechPayments

Responsibilities

Partner closely with the CTSO to align strategic priorities across Technology, Operations, and Corporate Development

Lead and coordinate cross-functional initiatives, including AI product launches, operational efficiency programs, and M&A activities

Translate executive goals into actionable plans and measurable outcomes across departments

Manage executive portfolio projects, ensuring timely execution and stakeholder alignment

Facilitate decision-making by preparing briefings, synthesizing data, and driving follow-through on key initiatives

Serve as a liaison between the CTSO and internal teams, promoting transparency and collaboration

Monitor progress on strategic initiatives and provide regular updates to senior leadership

Identify and resolve operational bottlenecks, enabling scalable growth and innovation

Support hiring, onboarding, and team development efforts within the CTSO’s organization

Qualification

Strategic planningProgram managementAI/ML conceptsFinancial modelingAgile/OKR frameworksJira/Azure DevOpsPower BIInnovationOrganizationProfessionalismCommunicationDecision MakingAdaptabilityInitiativeMotivatorResults Oriented

Required

Bachelor's degree from a top 20 university required

5-10 years of total experience

2-3 years at a top-tier consulting firm (MBB) or investment bank

3-5 years leading strategy or program management in tech, fintech, or SaaS

Comfortable discussing Azure, AI/ML concepts, and data architecture. Coding not required

Skilled in financial modeling, Agile/OKR frameworks, Jira/Azure DevOps, and Power BI

Strong executive presence, organizational excellence, proactive mindset, ability to influence without authority, and discretion with sensitive information

20%-25% travel required