Chief of Staff
Location: Independence, OH (On-Site)
Compensation: Competitive Base Salary + Bonus Potential
Reports to: Founder & Principal Advisor
Type: Full-Time | Leadership Track | Future COO Opportunity
Sector: Wealth Management & Financial Services
About The Company
Our client is a highly respected boutique wealth management firm known for delivering exceptional service through deep client relationships and operational excellence. The firm serves a specialized client base of corporate executives and professionals, maintaining a low client-to-advisor ratio that allows for a highly personalized approach to wealth management.
The organization has built a reputation for combining sophisticated financial guidance with a genuine commitment to its clients and team members. Led by an entrepreneurial founder who values accountability, collaboration, and continuous improvement, the firm offers an environment where talented professionals can make a meaningful impact while developing into future leaders.
The Opportunity
This is far more than a traditional Chief of Staff role.
You will serve as the founder’s strategic partner, helping transform vision into execution while driving operational excellence across the organization. This position is designed for a high-potential leader who thrives on solving complex challenges, building systems, managing strategic initiatives, and creating organizational alignment.
As the right hand to the founder, you'll gain exposure to every aspect of the business while helping shape the firm's future growth. For the right candidate, this role offers a clear path toward a Chief Operating Officer position within the next two to three years.
What You'll Do
Strategic Execution & Leadership
Partner directly with the founder to execute key business initiatives
Translate strategic vision into actionable operational plans
Drive accountability and follow-through across organizational priorities
Support long-term planning and business growth initiatives
Serve as a trusted advisor on operational and organizational matters
Operational Excellence
Design and implement systems that improve efficiency and scalability
Identify operational bottlenecks and develop practical solutions
Build repeatable processes that support business growth
Monitor key performance indicators and operational metrics
Lead continuous improvement efforts throughout the organization
Project & Initiative Management
Manage high-priority cross-functional projects from concept through execution
Coordinate stakeholders and resources to ensure successful outcomes
Establish project timelines, milestones, and accountability measures
Communicate progress and recommendations to leadership
Drive execution on strategic initiatives that impact firm performance
Compliance & Business Operations
Support operations within a regulated financial services environment
Assist in maintaining compliance-related processes and procedures
Partner with leadership to ensure operational integrity and risk management
Develop documentation and workflows that support organizational consistency
Help maintain best practices across business operations
Organizational Development
Foster a culture of accountability, collaboration, and excellence
Support leadership in creating scalable organizational structures
Assist with talent development and team alignment initiatives
Contribute to the firm's ongoing growth and professional development efforts
You'd Be a Great Fit If You Have
Demonstrated leadership and operational execution experience
2+ years of relevant wealth management experience - MUST HAVE
Strong project management and organizational skills
Experience creating processes, systems, and operational improvements
Exposure to compliance-focused or regulated business environments
Ability to balance strategic thinking with hands-on execution
Excellent communication and stakeholder management abilities
Bachelor's degree in Business or a related field, or equivalent experience
High attention to detail and a commitment to excellence
A desire to grow into a senior operational leadership role
Bonus Points For
Previous Chief of Staff, Operations, Program Management, or Executive Support experience
Familiarity with regulatory and compliance requirements
Experience supporting founders, executives, or senior leadership teams
Military leadership experience with demonstrated operational responsibility
Proven success in fast-paced, entrepreneurial environments
Benefits & Perks
Competitive compensation package
Two weeks of paid time off plus stock market holidays
Medical insurance with company-paid premium contribution
401(k) plan with 4% company match
Disability and life insurance coverage
Potential relocation assistance for qualified candidates
Ongoing professional development and training opportunities
Direct mentorship from an accomplished founder and business leader
Clear advancement path toward executive leadership
Why Join This Team
Build the operational foundation of a growing, respected wealth management firm
Work directly alongside an entrepreneurial founder with a collaborative leadership style
Gain exposure to every aspect of the business and strategic decision-making process
Develop into a future COO through meaningful ownership and responsibility
Join a culture focused on continuous improvement, accountability, and growth
Make a measurable impact on both the organization and the clients it serves
About the Community
Located in Independence, Ohio, the area offers an outstanding quality of life with highly rated schools, a strong sense of community, low crime rates, and abundant recreational opportunities. Residents enjoy access to parks, sports facilities, local events, and a cost of living that supports both personal and professional success.
Ready to step into a leadership role with significant growth potential? We're seeking a driven, operationally minded professional who wants to help build something exceptional while preparing for executive leadership.
MilSpec Talent is a boutique headhunting firm that helps our clients get connected with top talent in the industry. We work with mid-career, industry-experienced Veterans with 3-15 years of proven success in the private sector. For our contingency recruitment partners, we provide this value with minimal risk.
