Legalist

Chief of Staff

Legalist

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Lead

About the role

  • Translate leadership priorities into actionable plans and ensure follow-through across teams
  • Own and refine operational processes spanning investment operations, fundraising logistics, borrower engagement, and new business initiatives
  • Build and maintain SOPs, workflows, and documentation to drive consistency and scalability
  • Manage recurring and ad hoc projects such as quarterly onsite planning, investor reporting, fundraising webinars, and cross-team analyses (including offshore team assessments)
  • Serve as a central point of coordination for cross-functional initiatives, keeping stakeholders aligned and accountable
  • Identify process gaps and bottlenecks, implement improvements, and track outcomes to ensure continuous progress

Requirements

  • 6–12 years in highly operational roles, ideally within asset management, wealth advisory, RIA, or another process-heavy industry
  • Proven ability to manage multiple priorities and bring structure to complex initiatives
  • Experience leading people or driving accountability across teams
  • Detail-oriented with strong organizational and time management skills
  • Excellent communication and relationship-building skills across all levels of an organization
  • Comfortable balancing strategic oversight with hands-on execution in a fast-paced environment.

Applicant Tracking System Keywords

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

Soft skills
leadershiporganizational skillstime managementcommunication skillsrelationship-buildingdetail-orientedaccountabilitystrategic oversighthands-on executionproject management
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