Chief of Staff

Centerline Wealth Advisors is a leading Wealth Management Registered Investment Advisor (RIA) committed to providing exceptional financial advisory services to high-net-worth individuals and families. With a focus on personalized wealth management strategies, we strive to empower our clients to achieve their financial goals.

Position Overview:

We are seeking a highly organized and strategic Chief of Staff to support the CEO in optimizing efficiency and creating capacity in their day-to-day responsibilities. The ideal candidate will be a seasoned professional with a strong background in wealth management or financial services, or with experience managing a company or with entrepreneurial experience, capable of managing a diverse range of tasks and initiatives to enhance the overall effectiveness of the CEO.

Key Responsibilities:

• Strategic Planning:
• Collaborate with the CEO to develop and execute strategic initiatives aligned with the company's goals and vision.
• Conduct research and analysis to support decision-making processes.
• Executive Support:
• Act as a gatekeeper, managing the CEO's schedule and prioritizing meetings and appointments.
• Prepare and review briefing materials, presentations, and reports for the CEO.
• Delegation and Task Management:
• Identify tasks and responsibilities that can be delegated to the Chief of Staff to free up the CEO's time.
• Oversee and coordinate various projects, ensuring timely completion and adherence to quality standards.
• Serve as a point of contact between the CEO and internal/external stakeholders.
• Draft and edit communications on behalf of the CEO, ensuring accuracy and consistency.
• Foster a collaborative and positive work environment by liaising with various teams and departments.
• Coordinate cross-functional initiatives to drive organizational success.
• Coordinate team member reviews and develop and track performance metrics
• Problem Solving:
• Proactively identify challenges and propose effective solutions to streamline operations and enhance productivity.

Qualifications:

• Bachelor's degree in Business Administration, Finance, or a related field. Advanced degrees (MBA) are a plus.
• Proven experience in a senior-level administrative or management role, preferably within wealth management or financial services, or similar entrepreneurial experience.
• Exceptional organizational and multitasking abilities.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Demonstrated ability to work independently and as part of a team.
• Discretion and confidentiality in handling sensitive information.

How to Apply:

• Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and qualifications to

Centerline Wealth Advisors is an equal opportunity employer. We encourage candidates from diverse backgrounds to apply.