Chief of Staff
Core
Senior service leader supporting Financial Advisors and Private Wealth Advisors by managing business operations, overseeing support teams, and driving strategic initiatives for client service and business growth.
Role type
Senior IC Chief of Staff (Financial Services)
Builds
Client service models, business development strategies, and team operational frameworks for Financial Advisor teams.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Strategic planning, team leadership, business operations management, client relationship management, business development, financial product knowledge, project coordination, data analysis, stakeholder management, change management
Preferred skills
Advanced degree or professional certification, Series 7/66 or Series 63/65 licenses, experience with financial services platforms, ability to integrate new services
Technologies
MS Office (Excel), internet applications, financial services platforms
Responsibilities
Oversee team Support Professionals to ensure alignment on team priorities and business goals; Coordinate and guide strategic business initiatives to achieve desired results; Organize and prioritize critical issues for Advisors to facilitate efficient decision making; Manage team client communications strategy; Evaluate and implement new services offered by the firm to integrate into current service offering.
Seniority
Senior, hands-on IC