Chief of Staff

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

• Competitive salary and performance-based bonuses
• Comprehensive medical, dental and vision benefits
• Opportunities for professional development and career growth
• Remote position in a collaborative and innovative work environment