Job Title: Chief of Staff

Reports To: VP of Client Relations

Location: [Remote)

Salary: $180,000 + Bonus up to $75,000

Role Overview:

The Chief of Staff will serve as a strategic partner to the VP of Client Relations, driving operational efficiency and facilitating cross-functional collaboration to achieve the company’s growth objectives. This role requires a proactive leader who can manage various projects, streamline processes, and support the development and execution of business strategies.

Key Responsibilities:

Strategic Planning:
- Assist the VP of Client Relations in formulating strategic initiatives and business plans
- Conduct market research and competitive analysis to inform strategic decisions
- Scout, engage, and execute on strategic partnerships and JV’s
Project Management:
- Lead key projects from conception to completion, ensuring timely delivery and alignment with company goals
- Coordinate cross-functional teams to support Client Relations efforts
- Ensure success of existing, and find new, RIA’s, and JV’s
- Deploy the Hawaii Fund and proactively engage fundraising efforts
Operational Excellence:
- Identify and implement process improvements to enhance efficiency and effectiveness
- Monitor performance metrics and provide insights to support data-driven decision-making
- Oversee and assist sales operations with client relations and asset deployment
- Grow new & existing JV partnerships
Stakeholder Communication:
- Act as a liaison between the VP and other departments, ensuring alignment on business objectives
- Prepare and present reports on Client Relations activities and outcomes
Team Development:
- Mentor and support team members, fostering a collaborative and high-performing culture
- Identify training and development opportunities for the Client Relations team
Administrative Support:
- Manage schedules, meetings, and communications for the VP
- Organize and facilitate executive-level meetings and retreats
Stakeholder Satisfaction:
- Maintain a stakeholder satisfaction score of 85% or higher based on surveys and feedback
- Work with Marketing team to implement reviews, NPS, and other industry accepted client satisfaction metrics

Qualifications:

Bachelor’s degree in Business, Finance, or a related field; MBA preferred
5+ years of experience in Client Relations, operations, or strategic planning, preferably in the financial services industry
Proven track record of managing projects and driving results
Excellent communication, leadership, and interpersonal skills
Strong analytical and problem-solving abilities
Proficient in project management tools and business intelligence software

Performance Metrics for Bonus Structure:

Base Salary: $180,000

Bonus Potential: Up to $75,000 based on the following performance metrics:

Revenue Growth:
- Achieve a minimum of $75MM in EC from new and existing JV’s
  - .04% of first $40MM from JVs (paid quarterly)
  - .08% for any additional capital above $40MM from JVs (paid quarterly)
- Achieve a minimum of $25MM in IF Equity Contributions in 2025
  - .05% for first $25MM in IF EC
  - .10% of any EC above $25MM

All Solana Talent Group Clients are an equal employment opportunity (EEO) to all applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. We are a proud promoter of employment opportunities to our Military and Veterans.

Powered by JazzHR

GEzRW0Eu9N

Solana Talent Group jobs

Chief Of Staff