Chief of Staff - Apprenticeship (Early Career Professional)

About the role

This position provides direct exposure to executive leadership, strategic decision-making, and operational execution at the highest levels of the firm and is designed as an apprenticeship for future business leaders.

Primary Responsibilities

• Board of Directors Support
• Serve as the CEO’s point of contact for Board materials and content
• Coordinate Board Committees, ensuring seamless communication and collaboration
• Prepare and upload materials ensuring accuracy and completeness
• Facilitate kickoff meetings, agenda setting, and advance scheduling for Board meetings
• Manage advanced calendaring, seating arrangements for dinners & meetings, and overall logistics
• Oversee conference room setup and technology readiness for Board meetings
• Track and follow up on action items from Board discussions, ensuring alignment across the ELT
• Business Reviews & Strategy Execution Support
• Schedule and manage business review meetings, ensuring key stakeholders are informed
• Consolidate presentations, metrics, and strategic insights for executive discussions
• Publish action items and meeting minutes to ensure accountability
• Facilitate firm-level lessons learned reviews, ensuring insights are effectively communicated
• Support for CEO & Operating Segment Presidents
• Ensure executives are fully prepared for meetings, providing pre-reads and executive summaries
• Summarize key takeaways from pre-read materials and meetings for executive efficiency
• Track action items, publish meeting minutes, and ensure follow-ups with key stakeholders
• Cook up ELT interactions and facilitate cross-functional alignment
• Coordinate Town Hall Q&A tracking and follow-up coordination
• Support Partnership and Leader Engagements
• Build executive profiles and briefing documents ahead of key meetings
• Serve as a coordination point for internal communications across the ELT
• Manage individual contributor tasks, ensuring clarity and executive-level impact
• Support Client, Colleague, and Carrier Partner Meetings
• Schedule and coordinate key client, colleague, and carrier partner meetings

Management and Supervisory Scope

Individual Contributor: no managerial functions apply.

Financial and Budget Accountability

No education and experience required.

Education and Experience

• Early career professional – Recent master’s graduate or 2-3 years post-undergrad
• Leadership and teamwork experience such as junior military leader (O-2, E-5), student athletes, and other extracurricular activities

Knowledge, Skills, and Abilities

• High-potential early-career professional with a strategic mindset and strong analytical skills
• Proactive problem-solver who thrives in fast-paced, high-visibility environments
• Strong communicator with the ability to summarize information concisely and influence senior stakeholders
• Exceptional attention to detail, ensuring accuracy and alignment in all deliverables
• Excellent written and verbal communication skills, with the ability to distill complex information into actionable insights
• Able to summarize key points using a “bottom-line-up-front” approach

Technical, Computer, System Skills

• Strong proficiency in Microsoft Office Suite (PowerPoint, Excel, Word)
• Executive-level presentation development

Work Environment

• Local to Tampa and available to be in-office 4-5 days per week (with flexibility for exceptions)

Important Notice

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.