Chief of Staff
Austin, TX - USA
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
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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
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