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PrincePerelson and Associates · 1 day ago

Chief of Staff

Salt Lake City, UT

Full-time

Onsite

Senior Level

5+ years exp

PrincePerelson and Associates is an established securities broker-dealer transitioning from a B2C retail brokerage firm to a B2B outsourcing broker. They are seeking a highly organized and strategic Chief of Staff to support the CEO in managing the firm’s operational and organizational transition, ensuring effective execution of business priorities and enhancing cross-department communication.

Staffing & Recruiting

Growth Opportunities

Hiring Manager

Alexi Campos

Responsibilities

Serve as a trusted advisor to the CEO, providing insight, analysis, and recommendations on both operational and strategic matters

Coordinate and monitor key firm-wide initiatives, ensuring alignment with corporate goals and regulatory obligations

Oversee and continuously improve core business processes to ensure efficiency

Facilitate decision-making by gathering data, conducting analysis, and summarizing updated dashboard reports for the CEO

Identify operational inefficiencies and implement process improvements across departments

Oversee execution of special projects, including technology upgrades, trading platform enhancements, or market-structure initiatives

Support vendor management, contract review, and third-party service coordination

Act as a liaison between the CEO and department leaders, ensuring effective communication and accountability for established KPIs, metrics and deliverables

Manage weekly leadership meetings, track action items, and ensure follow-through

Promote a culture of transparency, support, discipline, and compliance throughout the organization

Coordinate with the Chief Operations Officer to ensure leadership awareness of operational issues, workflows, priorities, team roadblocks or internal inefficiencies

Ensure that operational procedures align with regulatory requirements and are properly documented

Support CEO in evaluating new business opportunities, partnerships, or product offerings

Conduct competitive analysis and market research to inform strategic decisions

Help prepare client presentations, firm marketing materials, and external communications

Assist with HR activities by partnering with external agencies administrating benefits and payroll activities, talent recruitment, onboarding, and performance management processes for leadership-level roles

Support professional development initiatives, succession planning and maintain a positive organizational culture

Help manage internal communications and company-wide meetings or events

Qualification

Strategic leadershipCompliance workflowsProject managementFinancial services experienceAnalytical skillsExceptional communicationOrganizational skillsProblem-solvingHigh emotional intelligence

Required

Bachelor's Degree, MBA preferred but not required

5–10+ years of strategic leadership experience in business and/or financial services, preferably with broker-dealers, investment firms, or capital markets

Exceptional communication, analytical, and organizational skills

Demonstrated ability to manage complex projects and work cross-functionally

High level of integrity and discretion when handling sensitive information

Prior experience supporting executive leadership in a versatile and dynamic role

Familiarity with identifying inefficiencies and implementing scalable solutions that increase productivity, drive improvement and enhance customer experience

Experience with compliance workflows, project tracking, contracts, vendor relationships, facilities management and office services