Chief of Staff

The Company is seeking a Chief of Staff to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors in managing all business operations. This senior service level position is responsible for overseeing the essential activities of support professionals, leading the development and implementation of the team's strategic plan, and ensuring the alignment of team priorities with business goals. The successful candidate will be a dynamic leader, overseeing the team's client service model, including business development, marketing, and client relationship operations, to help support the scaling of the business. Candidates for the Chief of Staff position at the company should have a minimum of 10 years' work experience in a relevant field, with an advanced degree, professional certification, or prior industry experience. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required, with a willingness to obtain additional licenses as necessary. The role demands a professional with strong leadership skills, in-depth knowledge of financial services products, and technical proficiency in various platforms. The ideal candidate will be detail-oriented, with superior organizational and time management skills, and the ability to work in a fast-paced, evolving environment. A goal-oriented, self-motivated individual with a proven track record of collaboration and the ability to multitask is essential for this position.