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PWM Chief of Staff **
POSITION SUMMARY: The Chief of Staff is a strategic partner that supports a Financial Advisor/Private Wealth Advisor Team. The role provides an opportunity to contribute to the growth of the team by managing all business operations and overseeing the essential activities of all Support Professionals alongside their productivity. The Chief of Staff plays a critical role in enhancing the client experience for their Financial Advisor/Private Wealth Advisor team by creating, developing, and executing on strategic plans to ensure the alignment of team priorities and business goals. This dynamic leader will oversee all business planning, business development, marketing, and client relationship operations to help support the Financial Advisor/Private Wealth Advisor team sca


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