Chief of Staff Full Time

Position Overview:

The Chief of Staff (CoS) will serve as a trusted strategic partner to the Executive team (primarily the CEO and CFO), helping align the firm’s vision with operational execution. This role is designed for a proactive, highly organized professional who can balance big-picture strategy with day-to-day operational details. The CoS will act as a force multiplier for leadership—facilitating decision-making, driving accountability across departments, and ensuring strategic initiatives are implemented effectively.

Key Responsibilities:

Strategic Leadership & Alignment

• Monitor responses and ensure timely follow-up. Partner with the Executive team (primarily the CEO and CFO) to define, track, and execute firm-wide strategic priorities.
• Ensure alignment across departments (financial planning, investment management, operations, marketing, compliance, HR).
• Drive communication and follow-up on key decisions, initiatives, and metrics.

Operational Excellence

• Serve as project manager for cross-functional initiatives, ensuring deadlines and deliverables are met.
• Identify bottlenecks, recommend solutions, and optimize workflows across the firm.
• Track KPIs and business performance, preparing dashboards and executive summaries for leadership.

Executive Support & Communication

• Manage executive-level meetings: set agendas, facilitate discussions, ensure action items are captured and executed.
• Support the CEO and CFO with board reporting, capital partner relations, and strategic communications.
• Act as a sounding board and proxy for the Executive team in internal discussions and external engagements when needed.

Culture & Team Development

• Help foster a high-performance, client-centric culture aligned with Pure’s values.
• Partner with HR on leadership development, team engagement, and organizational structure.
• Support recruiting and onboarding of senior or advisor hires.

Special Projects / M&A

• Lead and/or support key strategic initiatives, such as mergers & acquisitions and the due diligence and integrations thereof, with additional initiatives across technology adoption, client experience innovation, and process improvement.
• Support and/or lead financial modeling and deal structuring of mergers and acquisitions.
• Perform ad hoc research, financial analyses and general business analyses to inform executive decision-making.

Qualifications:

• Bachelor’s degree in business, finance, or related field; MBA or advanced degree preferred.
• 5+ years of progressive experience in strategy, operations, investment banking, consulting or private equity roles (financial services/RIA industry experience preferred but not required).
• Exceptional organizational and project management skills.
• Strong financial and analytical acumen, with the ability to interpret data and drive actionable insights.
• Outstanding written and verbal communication skills; able to adapt across audiences.
• Demonstrated ability to influence without direct authority and to navigate complex organizational dynamics.
• High emotional intelligence, discretion, and integrity.
• Flexible schedule with some travel required.

Additional Details:

• Target Compensation: $175K-$225K plus bonus and stock opportunities.
• Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.

Interested?

Candidates should submit a resume to careers@purefinancial.com

C1oS