Inclusively is partnering with a financial services company to hire a Chief of Staff - Wealth Management and Field Management. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY

Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).

Create your profile, select Success Enablers, and connect to jobs from our partnered employers who are committed to creating diverse and inclusive teams. When registering, you must acknowledge that this platform is for people with disabilities, caregivers, and veterans. However, Inclusively does not require candidates to disclose their specific disability to join the platform.

Responsibiltiies:

Translate and link firm needs to Wealth Management & Field Management capabilities and potential solutions.

• Define and research new ideas and business opportunities.
• Provide decision support through data gathering, analyzing, and presenting considerations to relevant stakeholders.
• Draft communications and plan communications calendar for the division leader as well as the leadership team and division.
• Provide guidance, direction, decisions and solutions on behalf of the head of the division to move work forward with the appropriate input from others.
• Partner with others to resolve non-critical/non-complex topics directly and prioritize capacity and availability of the head of the division.
• Develop and maintain systems and processes to ensure accountability and timely deliverables
• Ensure work is delegated to and fully empowered with the right stakeholders via effective communication channels
• Work across the organization to understand operational trends through metric analysis. Escalate critical needs and facilitate the development of recommendations to resolve issues. Ensure enterprise leader has visibility into trends and actions.
• Partner with others to design and implement processes and protocols that maximize the impact of the senior leader internally and externally to the organization.

Knowledge and Skills:

• Demonstrated ability to solve complex problems with a high degree of autonomy

• Strong leadership, systems-thinking and influencing skills

• Empathetic leader with high EQ to collaborate and influence across the firm

• Ability to facilitate senior leader planning and strategy discussions, clarify understanding and translate into key actions

• Critical thinking and problem-solving with ability to synthesize and communicate complex information

• Highly organized with attention to detail, balanced with ability to see broad picture and identify path forward

• Strong process and project management skills with proven ability to execute

• Proven success in leading/sponsoring large initiatives or projects

• Excellent written and verbal communication skills

• Flexible and able to operate effectively in an ambiguous environment and work well under pressure

• Growth mindset, continuously seeking ways to improve contribution and impact

Education and Experience:

• Bachelor's Degree required

• 7-10 years professional experience with at least three years in leadership

Preferred Qualifications:

• Advanced Degree (Masters or MBA)

• Strong writing skills

• Consultative experience with a focus on operations management

• Strong project management skills

Salary $140,400 Annually