Chief of Staff, Wealth Solutions

The Company is seeking a Chief of Staff to support strategic planning and growth initiatives across its wealth solutions organization. Responsibilities include aligning organizational strategy with enterprise priorities, supporting budgeting and investment product and service roadmaps, and analyzing industry trends and business opportunities. The role will manage strategic projects, support innovation, coordinate leadership forums, and oversee the development of KPIs, objectives, and executive reporting. It will also identify ways to automate and improve internal tracking and prepare materials that inform leadership decisions. Candidates should have a bachelor’s degree in finance, statistics, business, or a related field, along with 5–10 years of relevant experience; backgrounds in investment analysis, strategy analysis, or financial services are preferred. Strong quantitative and analytical skills are essential, as are advanced Excel and PowerPoint capabilities and competence with databases, CRM platforms, AI, and business intelligence tools. The role requires clear communication and presentation skills, the ability to work effectively with senior leaders, and the capacity to manage multiple projects while adapting to changing priorities. A collaborative, action-oriented approach and sound judgment in ambiguous situations are also important.