Chief of Staff

This is a fully remote position, open to applicants in Florida.

📋 Description

• Act as a strategic partner to the President of the RIA division, responsible for facilitating enterprise execution across M&A, oversight of the investment platform, and enhancing organizational effectiveness.

• Convert RIA priorities into actionable strategies; drive cross-functional execution and accountability within leadership teams.

• Assist the CEO with the deal pipeline: sourcing, due diligence, negotiations, and execution.

• Lead post-acquisition integration and manage relationships with principals of acquired firms to ensure retention and performance.

• Provide governance throughout manager selection, due diligence processes, and portfolio construction.

• Collaborate with investment leadership on the evolution of the platform, including alternative investments and ultra-high-net-worth solutions.

• Enhance leadership effectiveness, team performance, and address key HR-related escalations.

• Ensure compliance with SEC requirements and enterprise risk standards.

• Contribute to the assets under management (AUM) growth strategy across advisor channels and regions.

• Act as the primary escalation point to Osaic for deal execution and major initiatives, ensuring alignment and proactively eliminating barriers to delivery.

⛳️ Requirements

• A Bachelor's degree and an Advanced degree are mandatory.

• Excellent written and verbal communication skills.

• Capability to manage multiple tasks and effectively communicate progress.

• Strong attention to detail and organizational skills.

• Proficient in standard office software; openness to learning financial planning tools.

• Professional demeanor and a client-first mindset.

• Ability to work effectively in a collaborative team environment.

• Experience in financial services or client service roles is preferred.

• Preferred expertise in investment and planning concepts at an expert level.

🏝️ Benefits

• Health, vision, and dental insurance.

• 401k plan.

• Paid time off.

• Volunteer days.

• Annual performance-based bonus.

• Competitive compensation package.