Chief of Staff

Job Details

Hosted by:
Katrina Mc Fillin

Salary: $150,000 - $175,000 per year

We are disrupting the wealth management industry. We believe in supporting truly independent advisors to help them serve their clients and ultimately grow their business and enterprise value.

We offer investment platforms, operations and transition support, and practice management resources.

We are a fast growing, tech-enabled wealth management platform with a strong culture of accountability, inclusion, and community engagement, supporting a national network of independent RIAs managing over 125B in AUM.

We are in our growth phase centered on a multi-year expansion of our RIA network, headcount, assets, and recent minority capital raises to invest further in technology, talent, and M&A support, and a new, larger national headquarters to accommodate future scaling.

We offer premium health, dental, and vision insurance. Unlimited PTO, paid paternity leave, 401(k) match, equity, and generous bonus structure.

We are located in St. Pete, FL and this would be an onsite position. Relocation would be required.

You are a senior, strategically oriented operator with deep financial services or adjacent experience and prior exposure to executive/board level work. You will be managing the CEO's office – executive office operations, governance and leadership cadence, board-facing work, strategic execution, and financial acumen.

You are someone who recognizes that this position is a jumping off point within the organization and that this is a very unique opportunity to have a front row seat to the CEO of a billion dollar organization and the inner workings of this organization.

Due to the critical nature of this role, traditional work-life balance may be limited and the expectation is that you will be available when needed.

We are open to seeing folks that do not have financial services background but bring a strong background in operations with excellent technical writing ability. Someone who has built and polished board decks and drafted CEO summaries is an example.

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