Chief of Staff

At Advisor360°, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don't meet every single requirement, please consider applying if you like what you see. Though many of our roles are assigned to a particular office location, most are a hybrid of remote and in-person work.

The Chief of Staff (CoS) provides operational and communications partnership to the COO and ELT. Reporting to the COO, the individual will play a key enabling and facilitating role acting with, and on behalf, of the COO working with senior leadership, employees, and other important stakeholders. This includes leading special projects and driving key initiatives, as well as fostering an environment for senior leadership to have productive discussions and to achieve optimal results.

The position is multi-dimensional in nature and requires an ability to quickly learn and understand A360's business, not only from an operational perspective, but also from a technological perspective. The individual will be able to appreciate the key elements that drive success today, as well as position A360 for our continued success into the future. The Chief of Staff will also play a significant role in our planning, strategy, and execution of CEO communications on both an internal and external basis.

The candidate who fills this role must be able to work with senior executives, other leaders, and executive assistants in a collaborative and results-oriented manner. Moreover, the candidate must bring tact and influence to the role but in a way that enables action and outcomes without necessarily having over authority.

Key responsibilities:

• Strategic advisor to the COO and a highly trusted person with whom to discuss and pressure- test ideas
• An extra set of hands for the COO and other leaders to help with communications and presentation development
• An organizer to help manage the priorities, projects, decisions, risks and actions that should be under consideration by the COO
• Partner with the Executive Assistant to drive overall management of the CEO's calendar to ensure it maximizes productivity and effectiveness. This also includes an ability to proactively "connect the dots" to identify where issues and conflicts might arise
• Provide a critical role in driving the cadence of updates and follow-up actions related to senior leadership initiatives

What You'll Do In This Role:

• Analyze A360's opportunities for expansion
• Lead and contribute to special projects as assigned by the COO and/or senior leadership
• Design and implement processes to improve executive decision-making, monitor progress, communication and execution. Maintain order in a fast-paced environment
• Create, edit and project manage presentation materials (external and internal)
• Assist in Board, and investor meeting preparations, including pitch decks
• Run regular leadership meetings, and offsites, including formulating and managing the strategic agenda of the team
• Collaborate with internal stakeholders on effective organizational structures and practices, looking for opportunities to improve inefficiencies within the organization

What We're Looking For:

• Extremely organized with project management experience, and the ability to ruthlessly prioritize
• Experience working in a fast-paced environment with a focus on results
• Analytical and strategic thinker who is able to align detailed work to the big picture objectives
• Reputation of bias for action and can be trusted to always execute and never drop the ball
• Personal integrity, with the demonstrated ability to handle sensitive and confidential information. Excellent written and verbal communication skills
• Thrives in ever-changing environments and is excited by ambiguity
• Startup experience preferred
• Minimum 6 years of experience in roles working with executives

Don't Bother Applying If Any Of These Things Are True About You:

• You're afraid to get your hands dirty (really)
• You're afraid to "carry the water"
• You're concerned with work/life balance and are looking for a 9-to-5 job

About Advisor360°

Come grow with us! Join a team of inventive, driven professionals!

Launched in 2019, Advisor360° combines a start-up's agile and innovative markers with the stability of an established enterprise. Ranked the largest FinTech company in Massachusetts by the Boston Business Journal, Advisor360° was born out of 20 years of feedback from the industry's highest-producing financial advisors and has gone on to build a software that is second to none.

Our company specializes in building, delivering, and integrating technology for wealth managers. Our comprehensive platform offers a unified approach to managing wealth, delivering a connected experience to advisors and their clients.

Benefits include a competitive bonus plan, unlimited paid time off, paid sick time, volunteer time off, free access to vacation homes, a generous 401(k) employer match, stock appreciation rights, referral bonuses, 80% of either HMO or PPO premiums for individuals and family employer covered, 50% of dental insurance paid for, employer life and AD&D at 2X salary, short- and long-term disability coverage, a health savings account, flexible spending accounts, and paid bonding time for new parents.

Advisor360° also provides worthwhile perks, including a hybrid structure with most employees working from the office 2 to 3 times per week, tuition reimbursement, professional development opportunities, employee assistance programs, and more!

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

Are you ready to build and discover together?