Chief of Staff

Job Description

Job Description

Chief of Staff

Location: Independence, OH (On-Site)
Compensation: Competitive Base Salary + Bonus Potential
Reports to: Founder & Principal Advisor
Type: Full-Time | Leadership Track | Future COO Opportunity
Sector: Wealth Management & Financial Services

About The Company

Our client is a highly respected boutique wealth management firm known for delivering exceptional service through deep client relationships and operational excellence. The firm serves a specialized client base of corporate executives and professionals, maintaining a low client-to-advisor ratio that allows for a highly personalized approach to wealth management.

The organization has built a reputation for combining sophisticated financial guidance with a genuine commitment to its clients and team members. Led by an entrepreneurial founder who values accountability, collaboration, and continuous improvement, the firm offers an environment where talented professionals can make a meaningful impact while developing into future leaders.

The Opportunity

This is far more than a traditional Chief of Staff role.

You will serve as the founder's strategic partner, helping transform vision into execution while driving operational excellence across the organization. This position is designed for a high-potential leader who thrives on solving complex challenges, building systems, managing strategic initiatives, and creating organizational alignment.

As the right hand to the founder, you'll gain exposure to every aspect of the business while helping shape the firm's future growth. For the right candidate, this role offers a clear path toward a Chief Operating Officer position within the next two to three years.

What You'll Do

Strategic Execution & Leadership

• Partner directly with the founder to execute key business initiatives

• Translate strategic vision into actionable operational plans

• Drive accountability and follow-through across organizational priorities

• Support long-term planning and business growth initiatives

• Serve as a trusted advisor on operational and organizational matters

Operational Excellence

• Design and implement systems that improve efficiency and scalability

• Identify operational bottlenecks and develop practical solutions

• Build repeatable processes that support business growth

• Monitor key performance indicators and operational metrics

• Lead continuous improvement efforts throughout the organization

Project & Initiative Management

• Manage high-priority cross-functional projects from concept through execution

• Coordinate stakeholders and resources to ensure successful outcomes

• Establish project timelines, milestones, and accountability measures

• Communicate progress and recommendations to leadership

• Drive execution on strategic initiatives that impact firm performance

Compliance & Business Operations

• Support operations within a regulated financial services environment

• Assist in maintaining compliance-related processes and procedures

• Partner with leadership to ensure operational integrity and risk management

• Develop documentation and workflows that support organizational consistency

• Help maintain best practices across business operations

Organizational Development

• Foster a culture of accountability, collaboration, and excellence

• Support leadership in creating scalable organizational structures

• Assist with talent development and team alignment initiatives

• Contribute to the firm's ongoing growth and professional development efforts

You'd Be a Great Fit If You Have

• Demonstrated leadership and operational execution experience

• 2+ years of relevant wealth management experience - MUST HAVE

• Strong project management and organizational skills

• Experience creating processes, systems, and operational improvements

• Exposure to compliance-focused or regulated business environments

• Ability to balance strategic thinking with hands-on execution

• Excellent communication and stakeholder management abilities

• Bachelor's degree in Business or a related field, or equivalent experience

• High attention to detail and a commitment to excellence

• A desire to grow into a senior operational leadership role

Bonus Points For

• Previous Chief of Staff, Operations, Program Management, or Executive Support experience

• Familiarity with regulatory and compliance requirements

• Experience supporting founders, executives, or senior leadership teams

• Military leadership experience with demonstrated operational responsibility

• Proven success in fast-paced, entrepreneurial environments

Benefits & Perks

• Competitive compensation package

• Two weeks of paid time off plus stock market holidays

• Medical insurance with company-paid premium contribution

• 401(k) plan with 4% company match

• Disability and life insurance coverage

• Potential relocation assistance for qualified candidates

• Ongoing professional development and training opportunities

• Direct mentorship from an accomplished founder and business leader

• Clear advancement path toward executive leadership

Why Join This Team

• Build the operational foundation of a growing, respected wealth management firm

• Work directly alongside an entrepreneurial founder with a collaborative leadership style

• Gain exposure to every aspect of the business and strategic decision-making process

• Develop into a future COO through meaningful ownership and responsibility

• Join a culture focused on continuous improvement, accountability, and growth

• Make a measurable impact on both the organization and the clients it serves

About the Community

Located in Independence, Ohio, the area offers an outstanding quality of life with highly rated schools, a strong sense of community, low crime rates, and abundant recreational opportunities. Residents enjoy access to parks, sports facilities, local events, and a cost of living that supports both personal and professional success.

Ready to step into a leadership role with significant growth potential? We're seeking a driven, operationally minded professional who wants to help build something exceptional while preparing for executive leadership.

MilSpec Talent is a boutique headhunting firm that helps our clients get connected with top talent in the industry. We work with mid-career, industry-experienced Veterans with 3-15 years of proven success in the private sector. For our contingency recruitment partners, we provide this value with minimal risk.