Chief of Staff

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🐊 Florida – Remote

🐊 Florida – Remote

💵 $500k / year

⏰ Full Time

🔴 Lead

👩🏽‍✈️ Chief of Staff

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

📋 Description

• Strategic partner to the President of the RIA business responsible for driving enterprise execution across M&A, investment platform oversight, and organizational effectiveness. • 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. • Ensure alignment with SEC requirements and enterprise risk standards. • Contribute to AUM growth strategy across advisor channels and regions. • Serve as the primary escalation point to Osaic for deal execution and key initiatives, ensuring alignment and proactively removing barriers to delivery.

🎯 Requirements

• Bachelor's and an Advanced degree are required. • 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. • Experience in financial services or client service roles preferred. • Expert Level understanding of investment and planning concepts preferred.

🏖️ Benefits

• health, vision, dental insurance • 401k • paid time away • volunteer days • annual performance-based bonus • competitive compensation package