Chief of Staff

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profile Job Location:

Austin, TX - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ 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
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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

Job DescriptionAbouttheCompanyOur 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 enabli...
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About Company

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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

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