Chief of Staff
Share
Job Location:
Austin, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
AbouttheCompany
Our client is a leading private equitybacked 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.
TheRole
.
KeyResponsibilities
- PartnerwiththeCEOtoprioritizeandadvancestrategicinitiatives.
- Drivecross-functionalcoordinationandtrackexecutionagainstkeypriorities.
- Prepareboardandinvestormaterialsandsupportexecutivereadiness.
- Monitorperformancemetricsandprovideactionableinsights.
- Improveorganizationaleffectivenessandstreamlineprocesses.
- ReinforcetheCEOsvisionandsupportenterprise-widecommunication.
Qualifications
- 10yearsofexperienceinstrategyoperationsconsultingorexecutivesupportroles.
- Wealthmanagementorfinancialservicesexperiencepreferred.
- Stronganalyticalcommunicationandstakeholdermanagementskills.
- Highintegritydiscretionandownershipmindset.
- MBAoradvanceddegreepreferred.
Thisisahigh-impactopportunitytooperateatthecenterofagrowth-orientedPE-backedplatformandinfluenceenterprise-leveldecision-making.
Required Experience:
Senior IC
Key Skills
- Compliance Management
- Customer Retention
- Quality Assurance
- Customer Service
- Extensive Knowledge
- Account Management
- Front Office
- Telephone Calls
- Needs Analysis
- Cold calls
- Business Relationships
- Customer Complaints
- Sales Goals
- Sales Process
- New Clients
About Company
Welcome to Phipps Cameron Phipps Cameron is a specialist recruitment business that works with fast growth and rapidly changing organisations in three core divisions; Finance Leadership, Corporate Development and M&A, Strategy and Transformation for permanent and Interim roles across ... View more
