Chief of Staff
1 week ago
Company Description
Palumbo Wealth Management is a client-first private wealth management boutique firm in Great Neck, NY. With over 100 years of combined experience, we serve a select group of families and individuals as their personal Chief Financial Officer (CFO), focusing on clients nearing or in retirement. Our philosophy is to protect, grow, and transfer our clients' assets based on their wishes by partnering with top institutions and professionals in the industry.
Role Description
This is a full-time on-site role as Chief of Staff at Palumbo Wealth Management in Great Neck, NY. The Chief of Staff will oversee daily operations, coordinate with leadership, and assist in strategic planning and decision-making. Responsibilities also include managing projects, ensuring effective communication, and representing the firm externally.
Qualifications
- Leadership, strategic planning, and decision-making skills
- Project management and coordination abilities
- Marketing management
- Strong communication and interpersonal skills
- Financial acumen and understanding of wealth management principles
- Experience in the financial services industry
- Bachelor's degree in Finance, Business Administration, or related field
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