Chief of Staff

Our client is a leading, private equity–backed wealth management platform. The firm supports a national network of independent financial advisors through a comprehensive ecosystem of advisory, broker‑dealer, technology, and operational solutions, enabling long‑term growth while preserving advisor independence.

The Chief of Staff will serve as a trusted advisor and strategic partner to the CEO, driving alignment, clarity, and disciplined execution across the organization. Acting as a bridge between the CEO, executive leadership team, and investors, this individual will translate strategic priorities into actionable plans and ensure consistent follow‑through. This role sits at the intersection of strategy, governance, operations, and communication and is ideal for a commercially minded operator with experience in wealth management or broader financial services.

• Partner with the CEO to prioritize and advance strategic initiatives.
• Drive cross‑functional coordination and track execution against key priorities.
• Prepare board and investor materials and support executive readiness.
• Monitor performance metrics and provide actionable insights.
• Improve organizational effectiveness and streamline processes.
• Reinforce the CEO’s vision and support enterprise‑wide communication.

• 10+ years of experience in strategy, operations, consulting, or executive support roles.
• Wealth management or financial services experience preferred.
• Strong analytical, communication, and stakeholder management skills.
• High integrity, discretion, and ownership mindset.
• MBA or advanced degree preferred.

This is a high‑impact opportunity to operate at the center of a growth‑oriented, PE‑backed platform and influence enterprise‑level decision‑making.