Chief of Staff

Advisor Group•Remote-FL Eastern, FL

2d•Remote

About The Position

Strategic partner to the President of the RIA business responsible for driving enterprise execution across M&A, investment platform oversight, and organizational effectiveness.

Requirements

Strong written and verbal communication skills.
Ability to manage multiple tasks and communicate progress effectively.
High attention to detail and strong organizational capability.
Proficiency in standard office software; willingness to learn financial planning tools.
Professionalism and client‑first orientation.
Ability to work collaboratively within a team environment.

Nice To Haves

Experience in financial services or client service roles.
Expert Level understanding of investment and planning concepts.

Responsibilities

Translate RIA priorities into actionable plans; drive cross-functional execution and accountability across leadership teams
Support CEO with deal pipeline: sourcing, diligence, negotiation, and execution. Lead post-close integration and manage relationships with acquired firm principals to ensure retention and performance
Provide governance across manager selection, due diligence, and portfolio construction. Partner with investment leadership on platform evolution, including alternatives and UHNW solutions
Support leadership effectiveness, team performance, and key HR-related escalations. Partner with HR on org design, succession, and talent strategy
Ensure alignment with SEC requirements and enterprise risk standards. Partner with Legal/Compliance on governance, policies, and audit readiness
Contribute to AUM growth strategy across advisor channels and regions. Leverage relationships and referral channels (RIA, UHNW, custodians)
Serve as the primary escalation point to Osaic for deal execution and key initiatives, ensuring alignment and proactively removing barriers to delivery