Chief of Staff

About

WM Partners, LP is a private equity firm focused on investing in health and wellness brands. With over $1.1 billion invested in the sector, the firm is committed to building iconic brands that improve the lives of individuals and contribute positively to society. WM Partners offers strategic and operational expertise to lower-middle market companies, leveraging over 340 years of combined entrepreneurial and investment experience. The firm prioritizes diversity, sustainability, responsible investing, and community involvement, positioning itself as a trusted partner in the health and wellness sector.

Description

• Partner with the CEO to ensure the strategy is communicated, implemented, tracked, and delivered effectively
• Drive annual and quarterly strategic planning cycles including preparing materials, tracking execution of key deliverables, leading offsites / key meetings, and proactively escalating opportunities and risks
• Track performance against key metrics and OKRs and help ensure all targets are achieved
• Synthesize data and performance into clear insights and recommendations for the CEO
• Lead and deliver priority strategic initiatives including new function development, product development, channel expansion, market expansion, and AI results delivery
• Work closely with leadership team members accountable for delivering other priority strategic initiatives to ensure effective cross-functional collaboration and CEO visibility of progress and emerging issues
• Help ensure AI initiatives translate into tangible and cost-effective business performance improvements and ensure effective governance of AI tools, workflows, and investments across both the US and EU
• Build and lead the Product function across three main pillars of (i) Product Strategy & Insights (ii) Research & Development (iii) Go To Market
• Identify key market, consumer, competitor, and health trends through primary and secondary research and use these insights to develop and iterate Primal Harvest’s product strategy
• Lead an internal and external R&D team to develop efficacious, high NPS, margin accretive products customized to local regulations across the US and EU markets
• Lead the Go To Market (GTM) process from product strategy through launch and post launch retrospectives, ensuring effective collaboration across all internal and external stakeholders
• Support the CEO to ensure that company priorities are executed effectively by the rest of the leadership team and organization and any issues / roadblocks are identified, escalated, and resolved promptly
• Manage the leadership operating cadence to ensure the right meetings happen, with the people and information, at the right moments – remove bottleneck and escalate issues
• Identify ways to improve and evolve the operating model as the business grows over time
• Help drive culture impacting initiatives including employee surveys, all-hands, events
• Support board and investor preparation, including materials, insights, and key narratives
• Ensure US and European teams are aligned around shared priorities, tools, and ways of working and maintain effective communication practices consistently deliver aligned results

Requirements

• 5 years of experience in consulting, investment, startups, or high-growth companies
• Strong business acumen with an understanding of DTC/eCommerce models