Chief of Staff

Fort Lauderdaleonsitec-level

Posted yesterday · via Workday

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About this role

POSITION SUMMARY The Chief of Staff provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Chief of Staff is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity. This industry professional leads the development, implementation, and management of the team’s strategic plan to ensure the alignment of team priorities and business goals.…

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reqspace match rubric

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Skills match

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Level fit

This role is c-level-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

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Location fit

This role is based in Fort Lauderdale. We weight your proximity and willingness to relocate.

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