Private Wealth Management Chief of Staff
Core
Chief of Staff to Senior Private Wealth Advisors, leading client event planning and digital marketing efforts to ensure high-quality client experiences.
Role type
Senior IC Chief of Staff (Private Wealth)
Builds
Client events and digital marketing campaigns for private wealth clients
Domain
Private Wealth Management / Financial Services
Required skills
Strategic planning, stakeholder communication, calendar management, travel logistics, expense processing, event execution, digital marketing coordination, project management, MS Office proficiency, Salesforce/LinkedIn/Zoom/Teams usage, AI tool leverage
Preferred skills
Advanced degree or professional certification, client-facing judgment, creative event mindset, operational excellence, tech-forward operator
Responsibilities
Represent Principals day-to-day with clients and internal partners, own stakeholder communication and coordination, run meeting prep and follow-up end-to-end, protect and optimize Principals' time, manage scheduling and coordinate travel/expenses, lead end-to-end development and execution of client events, coordinate digital marketing/communications