The Team You’ll Work With

The Public Policy Director will work in the Policy function and report directly to our Head of Policy.  This person will collaborate across the External Affairs and Marketing function, our Platform Team (corporate function), and our Business Units.  

The Problems You’ll Solve

The Public Policy Director will be responsible for policy on taxation, valuation, and corporate governance. This person will bring a creative mindset to shape and execute on our policy goals to create more owners and support private companies and investment funds that allocated capital. This person will be responsible for engaging internal and external stakeholders to proactively identify policy challenges and opportunities, build a plan that leverages resources, and execute to develop a regulatory framework that drives liquidity into private markets.  This includes project management; regulator engagement; coalition building; policy analysis and formation; and delivering results.  

In this role, you will:  

• Lead policy development on tax treatment that better reflects the operations, challenges and opportunities of startups and growth-stage companies, as well as investors and owners of private assets
• Work across the enterprise to sharpen ideas, leverage assets and advocate on proposals
• Monitor key regulatory and policy developments that will inform how Carta operates and proactively identify actions we should take to address challenges and seize opportunities
• Lead policy engagement strategy with both legislators and regulators related to taxation, valuation, and corporate governance
• Present to senior executives and the broader company on policy initiatives and related actions
• Engage directly with policymakers on our agenda

About You

Successful candidates will have financial services and capital markets expertise, as well as the ability to develop and advocate on related public policy. They will bring a long-term vision with an ability to build and execute towards that goal. Please apply if you identify with the following:

• Experience with public policy formation and advocacy related to taxation, valuation and corporate governance, ideally in private markets
• Operational experience with tax, accounting, and/or valuation ideal
• Experience engaging with the IRS
• Must have 7+ years experience in the public policy or regulatory? field
• Preference for advanced degree with experience in government, legal, or private sector work in technology or financial services
• Ability to engage with senior internal and external stakeholders to communicate ideas, shape proposals, build consensus, and execute
• Excellent verbal and written communicator with the ability to write for clarity and influence. Deliverables may include internal memos, regulatory comment letters and policy analysis, as well as communications for a broader public audience
• Ability to distill complex concepts into simple, actionable recommendations
• Intellectual curiosity, openness to feedback, and a team-player mentality
• Strong project management skills with relentless focus on execution and results
• High level of integrity, attention to detail and excellent writing, communication and interpersonal skills
• Able to manage sensitive and confidential information with the highest levels of integrity, ethical standards, discretion and sound judgment
• Possess an ownership mentality with bias toward action

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at [email protected]. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.