Chief of Staff

Job Description:

Our client, a rapidly growing investment management firm, is seeking a strategic and execution-focused leader to partner closely with executive leadership on high-impact business initiatives. This role is ideal for someone who thrives in a dynamic environment, enjoys solving complex operational challenges, and can drive cross-functional execution across the organization.

Reporting directly to senior leadership, the Director will help coordinate strategic initiatives, improve organizational effectiveness, and ensure key priorities are executed efficiently across business units.

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Responsibilities

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Strategic Planning & Business Execution

• Partner with executive leadership to drive execution of strategic initiatives across the organization.
• Develop implementation plans, project timelines, and success metrics for key business priorities.
• Monitor progress, identify execution risks, and ensure accountability across functional teams.
• Prepare executive presentations, reporting packages, and materials for leadership meetings.

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Business Operations

• Lead cross-functional initiatives involving distribution, operations, product, compliance, marketing, and capital markets.
• Evaluate existing business processes and recommend improvements that enhance efficiency and scalability.
• Support organizational planning as the firm continues to grow its investment platform and distribution capabilities.
• Develop management reporting and KPI dashboards to improve decision-making.

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Program & Project Leadership

• Manage enterprise-wide strategic initiatives from planning through execution.
• Coordinate product launches, business integrations, and operational improvement projects.
• Assist with vendor management, budgeting, and resource planning.
• Establish governance processes, meeting cadences, and project tracking methodologies.

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Executive Partnership

• Serve as a trusted partner to senior leadership on special projects and business priorities.
• Facilitate communication and collaboration across departments.
• Assist in preparing materials for board meetings, investor presentations, and executive updates.
• Ensure alignment between strategic objectives and day-to-day execution.

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Qualifications

• 7+ years of experience in asset management, financial services, consulting, strategy, business operations, or project leadership.
• Strong understanding of investment products and asset management business models.
• Experience leading cross-functional initiatives involving multiple stakeholders.
• Exceptional project management, organizational, and communication skills.
• Demonstrated ability to influence without direct authority.
• Comfortable working in a fast-paced, entrepreneurial environment.
• Bachelor's degree required; MBA or other advanced degree is a plus.

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Preferred Background

Candidates may come from:

• Asset Management
• ETF Sponsors
• Wealth Management
• Investment Banking Strategy
• Management Consulting
• Business Transformation
• Corporate Strategy
• Business Operations
• Product Strategy

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Ideal Candidate

• Strategic thinker with exceptional execution skills.
• Comfortable working directly with executive leadership.
• Able to balance long-term planning with hands-on project management.
• Highly organized with strong business judgment.
• Collaborative, proactive, and adaptable.
• Motivated by helping scale a growing investment management organization