The Company is seeking a Chief of Staff for Wealth Planning to play a pivotal role in the development and implementation of the wealth planning strategy. The successful candidate will be responsible for preparing high-impact presentations, reports, and briefings for senior stakeholders, acting as a liaison between the wealth planning team and internal/external stakeholders, and leading the annual planning cycle. This role also involves overseeing budgeting, cost management, and P&L tracking, as well as identifying and mitigating operational and strategic risks to ensure compliance with internal policies and regulatory requirements. The Chief of Staff will drive key projects and transformation initiatives, leveraging data tools to generate insights and support decision-making. Applicants for the Chief of Staff position should have a university education or equivalent, with at least 5 years' experience in a similar strategic role within the financial services industry. The role requires a proven ability to solve complex problems, manage multiple priorities, and work with senior leadership. Strong analytical skills, excellent communication, and an entrepreneurial mindset are essential. The ideal candidate will be fluent in English and French and will embody the company's core values of excellence, innovation, respect, and integrity. The company is committed to diversity, equity, and inclusion, and the Chief of Staff will be expected to contribute to this culture and support the professional and personal aspirations of all employees.

Hiring Company

Lombard Odier