Cnect

Chief of Staff – RIA & Branches Channel

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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Job Level

Lead

About the role

  • Translate strategic priorities into execution roadmaps with initiatives, owners, milestones, risks, and KPIs/OKRs.
  • Lead annual and quarterly planning cycles and ensure cross-functional and in-channel alignment.
  • Build and implement operating mechanisms connecting strategy to execution.
  • Establish accountability, escalate risks or slippage, and recommend remediation plans.
  • Lead change initiatives to improve organizational effectiveness and scalability.
  • Coordinate and escalate with operations, service, risk, supervision, and technology teams.
  • Ensure delivery of strategic initiatives on scope, time, and budget.
  • Develop and leverage business intelligence to drive growth, productivity, and profitability.
  • Design and implement org health dashboards and feedback loops.
  • Track and report progress against KPIs and strategic outcomes.
  • Identify opportunities for automation and OPEX and cost-to-serve reduction.
  • Support channel budgeting, forecasting, and planning.
  • Manage channel budget related to recruiting, attrition, and strategic programs.
  • Partner with FP&A and HR to align the annual budget and people plan with channel strategy.
  • Support onboarding and integration of acquired practices.
  • Provide financial and operational insights to support growth initiatives.
  • Design and execute a communications strategy supporting strategic initiatives.
  • Deliver customized internal and external channel communications.
  • Prepare executive-ready materials for meetings, offsites, and conferences.

Requirements

  • Bachelor’s Degree.
  • 15+ years of directly related experience, including financial consulting.
  • Financial Services experience
  • Proven strength in strategy execution and cross-functional leadership.
  • Strong executive communication and analytical skills.
  • Series 7, Series 24, and Series 66 licenses.
  • Advanced proficiency in MS PowerPoint and Excel
  • Experience working with an RIA firm or Broker Dealer
Benefits
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial consultingstrategy executionbusiness intelligencebudgetingforecastingKPI trackingautomationorganizational effectivenesschange managementdata analysis
Soft Skills
cross-functional leadershipexecutive communicationanalytical skillsorganizational skillsaccountabilityrisk managementcollaborationproblem-solvingstrategic thinkingadaptability
Certifications
Bachelor's DegreeSeries 7 licenseSeries 24 licenseSeries 66 license