Chief of Staff for CEO

Job Description:

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

​

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.

​

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

​

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve.

​

Join us, and be part of a company that's not only moving fast—but making it count.

​

Advisor360° is seeking a strategic, nimble, and execution-oriented Chief of Staff to serve as a key partner to our CEO. In this highly visible role, you will operate at the highest levels of the organization, helping shape strategic direction, ensuring cross-functional alignment, and driving the execution of critical initiatives that impact the company’s growth and performance.

​

This is more than a driver role. We are looking for a business-minded operator with a strong executive presence who can influence senior leadership, keep the company accountable to its goals, and bring clarity and momentum to our most important work.

​

Here’s What You’ll Do

​

• Strategic Planning and Influence  
• Partner directly with the CEO to define and execute company strategy, translating high-level vision into clear, actionable priorities.  
• Serve as a trusted advisor and strategic thought partner to the CEO and leadership team. Lead the annual planning and quarterly OKR process, ensuring cross-functional alignment and organizational accountability.  
• Proactively identify and escalate risks or misalignments that could impact business goals.  

​

• Operational Excellence and Results Delivery  
• Own the tracking and reporting of KPIs and OKRs across the company, using data to drive accountability and informed decision-making.  
• Implement and improve systems, workflows, and processes to increase clarity, transparency, and execution velocity.  
• Support the CEO in developing board materials, investor updates, and executive-level presentations.  

​

• Executive Enablement and Business Cadence  
• Manage the rhythm of the business, including executive meetings, offsites, and operating reviews.  
• Drive follow-through on strategic initiatives and special projects, ensuring that cross-functional teams deliver on priorities.  
• Act as an extension of the CEO by anticipating needs, removing barriers, and ensuring high-impact work stays on track. 

​

What You Bring To The Table

​

• 6 to 10 years of experience in a high-growth, fast-paced business environment, preferably in management consulting, strategic operations, or finance.
• A track record of success as a Chief of Staff, Strategic Operations Lead, or similar role supporting C-level executives.
• Strong business acumen with excellent organizational and strategic thinking skills.
• Exceptional written and verbal communication skills, with the ability to simplify complex information for diverse audiences.
• Demonstrated ability to lead cross-functional initiatives, influence without authority, and drive measurable outcomes.
• Proven experience owning and delivering results tied to KPIs and OKRs.
• High emotional intelligence and executive presence, with a confident yet collaborative approach.
• A proactive, low-ego team player who thrives on solving problems, enabling others, and making a meaningful impact.

​

Why You’ll Love Working Here

​

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

​

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

​

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

​

The estimated base salary range for this position is $228,000 - $264,000  

Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

​

Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law.

​

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.  

​

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.