Chief of Staff
Core
Senior service leader supporting Financial Advisors and Private Wealth Advisors by managing business operations, overseeing support professionals, 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
Domain
Financial Services / Wealth Management
Required skills
Strategic planning, team leadership, business operations management, client relationship management, business development, financial product knowledge, stakeholder coordination, performance evaluation, service model design, operational oversight
Preferred skills
Advanced degree or professional certification, Series 7/66/63/65 licenses, adaptability, multitasking, fast-paced environment experience
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 on critical issues; Guide strategic business initiatives including asset acquisition and team performance; Organize information to facilitate advisor decision-making; Enhance client relationships and manage client communications strategy; Evaluate and integrate new firm services into current offerings
Seniority
Senior, hands-on IC