Chief of Staff (CoS)

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.
What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 
As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. 
Join us, and be part of a company that's not only moving fast—but making it count. 

We are seeking a highly strategic, execution-oriented Chief of Staff to partner directly with our COO/CFO. This is a unique opportunity to serve as a force multiplier to an executive leading the company through a period of accelerated growth, AI-native transformation, and organizational scale. The Chief of Staff will act as a trusted advisor, operator, and integrator, ensuring the COO/CFO’s priorities translate into execution, while driving alignment across the executive team, board, and organization.

What you'll do:

• Strategic Alignment & Planning
• • Translate multi-year strategic priorities into actionable roadmaps and operational plans.
  • Ensure cross-functional initiatives (GTM, product modularization, AI adoption, enterprise deals) align with company objectives.
  • Lead special projects and strategic initiatives on behalf of the COO.
• Executive Leverage
• • Prepare the COO for key internal and external meetings (ELT, board, investors, clients).
  • Own executive briefing materials, follow-ups, and decision logs.
  • Act as proxy for COO in meetings to provide continuity and decision-making support.
• Operational Cadence
• • Drive the company’s leadership operating model: QBRs, ELT meetings, OKRs, and board prep.
  • Track execution of commitments and hold leaders accountable to priorities.
  • Institutionalize processes that bring clarity, speed, and focus to execution.
• Cross-Functional Leadership
• • Build trusted relationships with senior leaders to break down silos and drive alignment.
  • Step in to lead projects where additional executive oversight is required.
  • Surface risks, challenges, and opportunities early, with solutions-oriented recommendations.

What you have:

• Background: 3-5 years in consulting, investment banking, private equity, or strategic operating roles (startup or scale-up environment a plus).
• Proven ability to develop, implement, and track OKRs that align with company goals and drive measurable results.
• Strong analytical and problem-solving skills, with a track record of turning data and insights into actionable plans.
• Clear and confident communicator, skilled at crafting executive-level updates and influencing cross-functional stakeholders through compelling storytelling.
• Organized and disciplined project manager, able to juggle multiple priorities and ensure high-quality execution.
• Builds trust and credibility with senior leaders and peers; consistently exercises sound judgment and discretion.
• Demonstrated success leading initiatives without formal authority, fostering collaboration across diverse teams.
• Balances strategic thinking with hands-on execution, ensuring both vision and follow-through.
• Growth-minded, adaptable, and resourceful, thrives in dynamic environments and eager to develop into future leadership roles.

This role is ideal for someone who wants to operate at the intersection of strategy and execution, partnering with the COO/CFO to help run and transform the company from the inside out.

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

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.    

Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. 

Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law. 

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. 

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.