Chief of Staff
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Job Description
Chief of Staff driving enterprise execution across M&A, investment oversight, and organizational effectiveness for financial services. Partnering with the President to ensure retention and performance.
Responsibilities:
- Strategic partner to the President of the RIA business responsible for driving enterprise execution across M&A, investment platform oversight, and organizational effectiveness.
- Translate RIA priorities into actionable plans; drive cross-functional execution and accountability across leadership teams.
- Support CEO with deal pipeline: sourcing, diligence, negotiation, and execution.
- Lead post-close integration and manage relationships with acquired firm principals to ensure retention and performance.
- Provide governance across manager selection, due diligence, and portfolio construction.
- Partner with investment leadership on platform evolution, including alternatives and UHNW solutions.
- Support leadership effectiveness, team performance, and key HR-related escalations.
- Ensure alignment with SEC requirements and enterprise risk standards.
- Contribute to AUM growth strategy across advisor channels and regions.
- Serve as the primary escalation point to Osaic for deal execution and key initiatives, ensuring alignment and proactively removing barriers to delivery.
Requirements:
- Bachelor's and an Advanced degree are required.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks and communicate progress effectively.
- High attention to detail and strong organizational capability.
- Proficiency in standard office software; willingness to learn financial planning tools.
- Professionalism and client-first orientation.
- Ability to work collaboratively within a team environment.
- Experience in financial services or client service roles preferred.
- Expert Level understanding of investment and planning concepts preferred.
Benefits:
- health, vision, dental insurance
- 401k
- paid time away
- volunteer days
- annual performance-based bonus
- competitive compensation package
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