Chief of Staff

The Company is seeking a Chief of Staff to oversee business operations and coordinate the work and productivity of support professionals for an advisory team. The role leads the development and execution of the team’s strategic plan, aligning priorities with business goals and tracking growth and performance initiatives. Responsibilities include organizing critical information for advisors, coordinating business matters through resolution, and improving the client experience by assessing service needs and managing client communications. The Chief of Staff also supports business development and marketing operations and contributes to hiring, training, and staff performance activities. Candidates should have at least 10 years of relevant work experience, along with an advanced degree, professional certification, or prior industry experience. Strong leadership, organization, prioritization, time management, and client service skills are required, as are excellent writing and interpersonal abilities. Applicants should understand financial services products and be proficient with standard computer applications, particularly spreadsheets, while being able to learn new platforms quickly. The role also calls for adaptability, sound judgment, collaboration, and the ability to manage multiple priorities in a fast-paced environment.