Chief of Staff, Wealth Solutions
Confidential
Chief of Staff, Wealth Solutions
About the Company
Innovative provider of investment & consulting solutions to financial advisors
Industry
Financial Services
Type
Privately Held, VC-backed
Founded
1996
Employees
1001-5000
Funding
$1-$5 million
Categories
- Consulting & Professional Services
- Financial Services
- Brokerage
- Finance
- Investing
- Financial Advisers
- Investment Management
- Client Management
- Savings & Investing
- Tax Services
- Risk Analysis
Business Classifications
- B2B
- Enterprise
About the Role
The Company is seeking a Chief of Staff to support strategic planning and growth initiatives across its wealth solutions organization. Responsibilities include aligning organizational strategy with enterprise priorities, supporting budgeting and investment product and service roadmaps, and analyzing industry trends and business opportunities. The role will manage strategic projects, support innovation, coordinate leadership forums, and oversee the development of KPIs, objectives, and executive reporting. It will also identify ways to automate and improve internal tracking and prepare materials that inform leadership decisions. Candidates should have a bachelor’s degree in finance, statistics, business, or a related field, along with 5–10 years of relevant experience; backgrounds in investment analysis, strategy analysis, or financial services are preferred. Strong quantitative and analytical skills are essential, as are advanced Excel and PowerPoint capabilities and competence with databases, CRM platforms, AI, and business intelligence tools. The role requires clear communication and presentation skills, the ability to work effectively with senior leaders, and the capacity to manage multiple projects while adapting to changing priorities. A collaborative, action-oriented approach and sound judgment in ambiguous situations are also important.
Hiring Manager Title
EVP, Chief Wealth Solutions Officer
Functions
- Strategy
- Data Management/Analytics
Vacancy posted 2 days ago
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