Offer summary

Qualifications:

Bachelor's degree in business or related field, 5+ years of experience in a similar role, MBA preferred, Proficiency in Microsoft Office tools.

Key responsabilities:

Support strategic planning and operational efficiency

Manage corporate calendar and facilitate internal communication

Job description

Chief of Staff (Vice President) | Remote

About Us

Rise Growth Partners is building the next generation of lighthouse brands in wealth management. Rise brings capital and strategic expertise as it partners with exception advisory firms to Rise Faster Together. We are rapidly growing and seek an experienced and capable professional to join the firm and support our business.

Position Overview

The Chief of Staff will play a pivotal role in supporting the executive leadership team and drive operational efficiency within the firm. This position requires a proactive, strategic thinker with strong organizational and communication skills, who can manage multiple priorities in a fast-paced start up environment.

Key Responsibilities

Strategic Planning:

Work closely with the executive team to develop and refine the company's strategic plan
Support partnership in development, tracking and reporting on business initiatives and metrics
Conduct research and analysis to support business planning and execution

Operational Support

Develop and implement processes to enhance operational efficiency and effectiveness
Manage corporate calendar, schedule meetings, prepare materials and follow up on action items
Oversee executive admin function and ensure quality of service for Rise executive leadership
Manage travel and purchasing for the team
Handle administrative tasks

Executive Team Coordination

Facilitate internal communication and ensure that all departments work together harmoniously
Manage agendas, note capture and follow ups from all-staff and executive leadership meetings

Stakeholder Communications:

Prepare investor updates and presentations, coordinate board communications with COO
Serve as liaison between the executive team and internal/external stakeholders

Project Management:

Lead special projects and initiatives, coordinate cross-functional teams to achieve project goals
Identify, implement and champion best practices for effective project management across the firm

Talent Management

Manage human resources’ function, policies and procedures
Assist with recruiting, staff onboarding and employee development

Qualifications

Strong interpersonal and communication abilities
Bachelor's degree in business, finance or related field; MBA preferred
5+ years of experience in a similar role preferably within PE, management consulting, corporate
Knowledge or experience in wealth management, brokerage or securities business a plus
Proficiency in digital workplace tools and fluent in using Microsoft Office productivity suite
Ability to lead documented workflows and improve productivity efficiency
Entrepreneurial spirit and ability to thrive in a fast-paced environment
Exceptional analytical, organizational, and problem-solving skills
High ethical standards and an ability to maintain confidentiality

What We Offer