Chief of Staff
Job Description
About the Company
Our client is a leading, private equity–backed wealth management platform headquartered in Texas. 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 Role
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.
Key Responsibilities
- 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.
Qualifications
- 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.