Chief of Staff
Jobot
Austin, TX
JOB DETAILS
SALARY
$150,000–$175,000 Per Year
SKILLS
Business Growth, Cadence, Community Support, Financial Services, Investment Capital, Leadership, Legal, Mergers and Acquisitions, Network Support, Operational Support, Rich Internet Application (RIA), Technical Operations, Technical Writing, Unicorn Library Management System, Wealth Management, Writing Skills
LOCATION
Austin, TX
POSTED
1 day ago
This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $150,000 - $175,000 per year
A bit about us:
We are disrupting the wealth management industry. We believe in supporting truly independent advisors to help them serve their clients and ultimately grow their business and enterprise value.
We offer investment platforms, operations and transition support, and practice management resources.
Why join us?
We are a fast growing, tech-enabled, wealth management platform with a strong culture of accountability, inclusion, and community engagement, supporting a national network of independent RIAs managing over 125B in AUM.
We are in our growth phase centered on a multi-year expansion of our RIA network, headcount, assets, and recent minority capital raises to invest further in technology, talent, and M&A support, and a new, larger national headquarters to accommodate future scaling.
We offer premium health, dental, and vision insurance. Unlimited PTO, paid paternity leave, 401(k) match, equity, and generous bonus structure.
We are located in St. Pete, FL and this would be an onsite position. So relocation would be required.
Job Details
You are a senior, strategically oriented operator with deep financial services or adjacent experience and prior exposure to executive/board level work. You will be managing the CEO's office - executive office operations, governance and leadership cadence, board-facing work, strategic execution, and financial acumen.
You are someone that recognizes that this position is a jumping off point within the organization and that this is a very unique opportunity to have a front row seat to the CEO of a billion dollar organization and the inner workings of this organization.
Due to the critical nature of this role, traditional work-life balance may be limited and the expectation is that you will be available when needed.
We are open to seeing folks that do not have financial services background but bring a strong background in operations with excellent technical writing ability. Someone who has built and polished board decks and drafted CEO summaries as an example.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com