What are the responsibilities and job description for the Chief of Staff position at Jobot?
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Job details:
wealth management industry disruptor / unicorn status / front row seat to CEO
This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and 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 "Easy 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.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
wealth management industry disruptor / unicorn status / front row seat to CEO
This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and 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 "Easy 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.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $150,000 - $175,000