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
Required skills
Strategic planning, team leadership, business operations management, client relationship management, business development, financial product knowledge, project coordination, performance evaluation, service model design
Preferred skills
Advanced degree or professional certification, familiarity with Series 7/66/63/65 licenses, adaptability, multitasking
Technologies
MS Office (Excel), internet applications, financial platforms
Responsibilities
Oversee Support Professionals to align with team priorities and business goals; coordinate business matters and track progress; guide strategic initiatives for asset acquisition and team growth; organize critical information for advisor decision-making; enhance client relationships; assess client service needs and delegate tasks; manage client communications strategy; collaborate on hiring, training, and performance input; evaluate and integrate new firm services.