REMOTE Chief of Staff

ABOUT US

We are a family of companies united by a shared mission to help families and individuals achieve financial independence and security. Our diverse group includes a marketing firm, a wholesaling company, and a funds & syndication company, each dedicated to delivering exceptional services and investment opportunities. Through our collective expertise, we offer innovative strategies to grow, protect, and preserve wealth. With a commitment to integrity, transparency, and long-term success, we empower our clients to take control of their financial future and achieve lasting freedom.

JOB SUMMARY

We are seeking an experienced and highly organized Chief of Staff to serve as the right hand to our CEO & Founder, managing the day-to-day operations and financials for our family of companies, which includes a marketing firm, a wholesaling company, and a funds & syndication company. In this key leadership role, you will be the primary point of contact across all three companies, ensuring smooth operations, overseeing logistics, and driving performance through effective management of reporting and KPIs. The ideal candidate will have a proven track record of managing complex operations, financial oversight, and delivering results in a fast-paced, dynamic environment. You will play a crucial role in aligning operational goals with the CEO’s vision and contributing to the long-term success of the businesses.

WHAT WE OFFER

• $110k - $140k

• KPI driven bonuses

• Health, Vision & Dental - 50% paid

• 6 Weeks PTO

• 9 paid holidays

• Your birthday off + 1 flex day off paid

• Flex time (2hrs) - used for doctors appointments etc..

• Maternity Leave - 6 weeks paid

• Supportive and collaborative work environment

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Vision Execution: Implement and execute the CEO’s vision across the family of companies, ensuring alignment with long-term goals.

• KPI Management: Monitor and report on KPIs across all companies, ensuring they meet strategic objectives and provide insights for improvement.

• Dashboard Creation: Develop executive dashboards that present key metrics, performance highlights, and areas of concern for the CEO’s review.

• Operations Management: Oversee the day-to-day operations, ensuring each company runs smoothly and meets profitability targets.

• Legal and Financial Oversight: Manage all legal and compliance matters, providing financial oversight and keeping the CEO informed on all critical decisions.

• Leadership & People Management: Conduct one-on-one meetings with key leaders, manage performance evaluations, and handle hiring, disciplinary actions, and personnel changes.

• Problem Solving: Tackle operational challenges independently, bringing only critical or high-level issues to the CEO for guidance.

• Cross-Company Coordination: Ensure synergy between the marketing firm, wholesaling company, and funds & syndication company to drive collaboration and operational alignment.

• Reporting & Communication: Translate complex reports and data into clear, concise updates that help the CEO make informed decisions quickly.

• Profitability Focus: Continuously seek opportunities to improve operational efficiency, increase revenue streams, and boost profitability across all companies.

QUALIFICATIONS:

• Proven experience in high-level operations and business management across multiple companies or divisions.

• Strong ability to understand and execute the CEO’s vision while maintaining operational focus across diverse industries.

• Expertise in tracking, analyzing, and managing KPIs to align with strategic goals and drive company success.

• Experience in creating executive-level dashboards that highlight performance, wins, and challenges at a glance.

• In-depth knowledge of legal, compliance, and financial matters, including budget management and risk mitigation.

• Exceptional leadership skills, with experience in performance management, hiring, disciplinary actions, and personnel development.

• Ability to solve complex problems independently, while bringing critical issues to the CEO for decision-making.

• Strong communication and reporting skills, capable of simplifying complex data for easy understanding by the CEO.

• A track record of driving profitability through continuous improvements in operational efficiency and revenue generation.

• Experience acting as a trusted strategic advisor to senior leadership, offering actionable insights for business growth.