Chief of StaffLocation(s): Remote
Role Type: Full time
Salary: $500,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary: Strategic partner to the President of the RIA business responsible for driving enterprise execution across M&A, investment platform oversight, and organizational effectiveness.
Responsibilities: - Strategic Execution
- Translate RIA priorities into actionable plans; drive cross-functional execution and accountability across leadership teams
- M&A Leadership
- 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
- Investment Platform Oversight
- Provide governance across manager selection, due diligence, and portfolio construction
- Partner with investment leadership on platform evolution, including alternatives and UHNW solutions
- Organizational Leadership
- Support leadership effectiveness, team performance, and key HR-related escalations
- Partner with HR on org design, succession, and talent strategy
- Compliance & Risk
- Ensure alignment with SEC requirements and enterprise risk standards
- Partner with Legal/Compliance on governance, policies, and audit readiness
- Organic Growth
- Contribute to AUM growth strategy across advisor channels and regions
- Leverage relationships and referral channels (RIA, UHNW, custodians)
- Enterprise Coordination (Osaic)
- Serve as the primary escalation point to Osaic for deal execution and key initiatives, ensuring alignment and proactively removing barriers to delivery
Education Requirements: Bachelor's and an Advanced degree are required.
Basic 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.
Preferred Requirements: - Experience in financial services or client service roles.
- Expert Level understanding of investment and planning concepts.
