Our client, a global investment management firm, is seeking a Chief of Staff to partner closely with its most senior leadership. This role supports two top executives and serves as a trusted extension of their offices, overseeing complex professional, operational, and administrative matters.
This is a rare opportunity for a seasoned professional who excels in high-stakes environments, brings exceptional judgment and discretion, and can confidently manage complexity, competing priorities, and sensitive financial information. The Chief of Staff will provide structure, continuity, and strategic support across a wide range of responsibilities.
The role operates on a hybrid schedule, with up to three days in the office, and flexibility for additional remote work when senior leadership is traveling.
Key Responsibilities
• Plan and coordinate monthly investment meetings, including communications, attendee management, logistics, and post-meeting follow-through
• Anticipate upcoming priorities by maintaining close alignment with internal and external stakeholders
• Own complex scheduling and calendaring, proactively identifying conflicts and aligning priorities
• Serve as a primary point of contact by managing inbound communications, triaging requests, and responding to internal and external inquiries
• Oversee administrative processes related to investment documentation, including openings, closings, and amendments
• Coordinate detailed domestic and international travel arrangements, including flights, accommodations, transportation, and related logistics
• Integrate and manage professional, personal, and philanthropic calendars in close coordination with stakeholders
• Plan special events, manage projects, and execute time-sensitive or high-priority requests
• Oversee administrative workflows including mail management, outbound correspondence, and call routing
• Coordinate financial, legal, tax, and other confidential documentation and filings
• Manage executive expenses and ensure timely and accurate submission of expense reports
• Support personal financial administration, including banking activity, account transfers, tax documentation, and liaison with accountants
• Maintain accurate business and personal contact databases
• Manage insurance policies and claims submissions
• Provide administrative support related to shared business initiatives, including scheduling, financial coordination, and guest logistics
Ideal Candidate Profile
• 5+ years of experience in a Chief of Staff, senior Executive Assistant, or comparable role
• Demonstrated experience supporting Chairman-, Vice Chairman-, or C-suite–level executives
• Proven ability to manage confidential financial matters, banking activity, and sensitive documentation
• Background in financial services or investment management strongly preferred
• Exceptional attention to detail with strong follow-through
• Executive presence with the ability to manage diverse personalities and competing priorities
• High emotional intelligence, discretion, and sound judgment
• Strong proficiency in standard office and productivity tools
Compensation & Work Environment
• Base salary range: $150,000–$165,000
• Total compensation may include a discretionary year-end bonus and comprehensive benefits
• Hybrid work model with flexibility based on leadership travel
This is a high-trust, high-impact role for a senior professional seeking close partnership with executive leadership in a complex, fast-moving environment.