Chief of Staff

About the role

The Chief of Staff supports Financial Advisors and Private Wealth Advisors by overseeing business operations and driving the team’s strategic initiatives. This senior‑level position ensures alignment of priorities, enhances client experience, and helps scale the advisors’ practices.

Key responsibilities

• Lead and coordinate the team’s Support Professionals to meet business goals.
• Serve as the primary point of contact for business matters, directing issues to the appropriate resources and tracking resolution.
• Guide strategic initiatives, monitoring asset acquisition, growth metrics, and performance of the advisory team.
• Organize critical information for advisors to enable efficient decision‑making.
• Enhance client relationships by delivering an exceptional service experience.
• Assess client service needs and delegate tasks to appropriate team members.
• Develop and manage the team’s client communications strategy.
• Partner with the Business Service Officer on hiring, training, and performance evaluation.
• Evaluate new firm services and integrate them into existing offerings.

Required profile

• 10+ years of relevant professional experience.
• Advanced degree or professional certification in a related field.
• Active Series 7 and Series 66 (or Series 63 and Series 65) licenses; willingness to obtain additional designations.
• Strong leadership and organizational abilities.

Required skills

• Proficiency with Microsoft Excel and the broader Microsoft Office suite.
• Comfort with standard computer and internet applications.