Key Responsibilities

- CEO Agenda and Priorities

- Partner with the CEO to define, track and drive firm-wide priorities, annual goals and strategic initiatives

- Prepare the CEO for key meetings with briefing notes, data points, context and follow-up actions

- Maintain a explicit action tracker, following up with owners and ensuring closure on commitments made

2.

Leadership

Coordination

- Act as the single point of coordination between the CEO and heads of business, investments, operations, finance, compliance, technology and HR

- Run the rhythm of the business: leadership team meetings, monthly business reviews, quarterly reviews and offsites, including agendas, pre-reads and action tracking

- Identify cross-functional dependencies and bottlenecks early, and escalate or resolve them with the right stakeholders

- Build credible working relationships with senior leaders, representing the CEO's office with tact and sound judgement

3.

Business

Performance and Insights

- Consolidate MIS and dashboards on AUM, revenue, net flows, client acquisition, attrition, cost and key business metrics for the CEO's review

- Track progress of strategic projects and business plans against targets, highlighting risks and deviations

- Support analysis, business cases and decision notes for new initiatives, product launches, partnerships and expansion

- Provide the CEO with timely, concise and well-structured updates

- Communication and Stakeholder Management

- Draft and review CEO communications, including internal announcements, town hall content, leadership notes and speeches, in line with the firm's voice

- Support the CEO in engagements with clients, family offices, investors, regulators, industry bodies and media

- Coordinate preparation for board and investor meetings, working with Finance, Compliance and Legal

- Safeguard confidentiality and handle sensitive matters with discretion





- Governance, Risk and Compliance Interface

- Work with Compliance and Legal to ensure CEO-level regulatory, audit and governance requirements(SEBI and other applicable regulators) are tracked and met

- Follow up on audit observations, regulatory deadlines and risk items requiring CEO attention

- Support the firm's policy, committee and governance calendars

6.

Special

Projects and Transformation

- Lead or support select strategic projects as directed by the CEO, such as technology and digital initiatives, process improvements, new business lines and organisation changes

- Define scope, milestones and owners, and drive projects to completion without formal line authority

- Support the firm's culture, talent and people agenda in partnership with HR

What Success Looks Like

- The CEO's agenda stays anchored on the firm's highest-value priorities

- Leadership meetings run to a clear rhythm with decisions documented and actions closed on time

- Cross-functional issues are surfaced early and resolved quickly
- The CEO is always well prepared, with accurate and timely information

- Senior leaders see the CoS as a dependable, trusted and fair partner

Qualifications and Experience

- MBA or equivalent postgraduate qualification from a reputed institution (preferred); CA, CFA or similar is an added advantage

- 5 to 8 years of experience in financial services, ideally wealth management, asset management, private banking, investment banking or consulting

- Prior experience as Chief of Staff, in a CEO or MD's office, in strategy or business management, or in a role working closely with senior leadership

- Demonstrated experience coordinating across multiple functions and working with senior leaders and C- suite stakeholders

- Integrity and confidentiality: highest standards of trust and discretion

- Collaboration: people-first approach, approachable, and able to build trust across levels

📌 Chief of Staff with a leading Wealth Advisory company (Mumbai)
🏢 SKILLVENTORY
📍 Mumbai