Chief of Staff

Chief of Staff at Konvergent Wealth Partners Chief of Staff at Konvergent Wealth Partners in Vaughn, Washington Posted in 10 days ago.

Type:

full-time

Job Description:

For years, we've been building a private wealth firm like no other

• one built specifically to help business owners and high-net-worth families navigate life's most important, meaningful, and complex transitions with unmatched clarity and certainty.

We are the quarterback our clients never knew they needed. We organize so they don't have to. We quiet the noise and create confidence. We empower them to live the lives they have sacrificed and worked so hard for. Now we're seeking an exceptional Chief of Staff to serve as the strategic and operational backbone of our organization. This is not a traditional operations role

• this is about building the infrastructure that makes extraordinary client outcomes possible at scale, while working shoulder-to-shoulder with our Executive Director to shape the future of the firm. Reporting directly to the CEO, you will bridge strategy and execution
• translating vision into action, aligning the team around our highest priorities, and ensuring every system, process, and person is operating at the level our clients deserve.

Your Mission:

Turning Vision Into Reality Role Type:

Full-time, W2 in-office

Base Salary:

$180K+

DOE Performance Pay:

Up to 50% of base

Benefits:

Yes Strategic Right Hand to the CEO

• Serve as a trusted thought partner and force multiplier for the Executive Director, enabling focus on the firm's highest-leverage opportunities
• Lead and manage special projects and strategic initiatives from conception through completion, ensuring nothing falls through the cracks
• Represent the Executive Director in internal and external meetings
• Anticipate needs, remove obstacles, and create leverage
• so the leadership team can operate at its best Architect of Operational Excellence
• Own and continuously elevate the day-to-day operations of Integrated Private Wealth, ensuring every function runs with precision and purpose
• Design, implement, and optimize scalable workflows, systems, and processes that preserve our white-glove standard as we grow
• Oversee the firm's operational infrastructure
• from technology and compliance touchpoints to vendor relationships and office operations
• Identify inefficiencies and implement solutions that are as unique and sophisticated as the clients we serve
• Master our systems to deliver consistency at scale without ever compromising on quality
• Directly oversee the Konvergent Wealth team, creating a culture of accountability, excellence, and continuous improvement
• Coach, mentor, and develop team members
• building the depth of talent needed to serve our clients at the highest level
• Establish clear roles, responsibilities, and performance expectations that align individual contributions to firm-wide goals
• Foster an environment where extraordinary work is the baseline, and where every team member understands their role in transforming client lives Guardian of the Client Experience
• Ensure that operational excellence directly translates into an unparalleled client experience at every touchpoint
• Collaborate with the team to evolve and protect our signature white-glove standard as the firm scales
• Serve as an escalation point for complex client situations that require senior judgment and creative problem-solving
• Support the onboarding of new clients and the deepening of existing relationships through seamless back-office execution Champion of Strategic Planning Implementation
• Partner with the team to develop, refine, and execute the firm's annual and long-term strategic plans
• Translate high-level strategy into clear operational roadmaps with defined milestones, accountabilities, and measurable outcomes
• Track progress against key performance indicators, surfacing insights and course corrections in real time
• Drive cross-functional initiatives that accelerate growth, deepen client relationships, and expand our market position Who You Are
• A proven operator and strategic leader with 5+ years of experience in wealth management, financial services, or a similarly complex, high-standards environment
• Someone who has served in a Chief of Staff, COO, Director of Operations, or equivalent leadership capacity
• A rare combination of big-picture strategic thinker and meticulous executor
• you can develop a three-year vision and then build the 90-day plan that makes it real
• An exceptional communicator who can translate complexity into clarity for clients, team members, and executive leadership alike
• A people leader who builds trust quickly, holds the team to high standards, and makes those around them better
• Deeply comfortable with ambiguity
• you don't need a playbook, you write them
• Someone who thrives in a high-growth, entrepreneurial environment where no two days look the same
• Passionate about our mission: transforming the lives of business owners and high-net-worth families through extraordinary service