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.