Chief of Staff with Marketing Background
About the Company:
We’re a team of financial professionals who believe in the power of intention. At Conscious Wealth, we use an integrated approach to help families, business partners, and individuals have candid conversations about money — and help them move past blocks to having these important discussions. Think of it as an intimate gathering mixed with professionally facilitated conversations around wealth planning that cultivates wellness, mental health, and spirituality.
Our comprehensive services provide tailored estate plans, strategic philanthropy plans, and personalized investment strategies that align with your investment philosophy, values, and vision. Engage with us to enhance family dynamics and personal well-being, unlocking the full potential of your wealth. Thrive, transform, and build a meaningful legacy with every strategic step we take together.
Position Summary:
We are seeking a highly organized and proactive Chief of Staff to support the Conscious Wealth Team and the President. This role demands exceptional organizational skills, a detail-oriented mindset, and the ability to handle projects from initiation to completion with minimal oversight. The ideal candidate will be a collaborative team player with a proven track record of supporting leadership teams in dynamic environments.
We are an established company looking to start-up new lines of business. We are seeking someone with a vision who will help us build out our brand; creating a platform that integrates health, wellness and financial wealth. We understand this takes years and ideally would like a candidate who can grow with us.
Objectives & Responsibilities
Project Management:
- Chief of Staff:
- Serve as the central point of contact for cross-functional projects, ensuring alignment across teams.
- Provide updates on initiatives to the President and other stakeholders.
- Lead and execute strategic projects from start to finish, ensuring timely and budget-conscious delivery.
- Support ad-hoc projects, such as event planning, internal initiatives, or client-facing program logistics
- Support Team:
- Handle sensitive information with confidentiality and professionalism
- Prepare and organize materials for meetings, providing strategic context with notes from prior discussions.
- Take on additional tasks as needed to support the President and Conscious Wealth Team effectively.
Marketing:
- Coordination of multiple firm communication strategies
- Develop and manage a cohesive communication plan to ensure consistency across platforms.
- Oversee the creation and distribution of a professional monthly newsletter, including content development, design, and analytics.
- Coordinate all aspects of monthly video production, including scripting, filming schedules, editing, and publishing.
- Collaborate with team members and guests to align messaging across newsletters, videos, and other communication channels.
- Content scheduling
- Create and maintain a detailed content calendar to plan and track posts across platforms.
- Schedule and optimize content for Instagram, LinkedIn, and YouTube to maximize audience engagement.
- Use analytics tools to monitor performance and adjust scheduling strategies to improve reach and engagement.
- Coordinate with internal teams to ensure timely delivery of content for scheduled posts.
- Lead development and implementation of marketing campaigns
- Design creative marketing campaigns aligned with firm goals and target audiences.
- Analyze campaign performance metrics to assess success and identify areas for improvement.
- Website Management
- Update website content regularly to reflect most recent content.
- Ensure the website is user-friendly and optimized for SEO.
- Monitor website analytics to track visitor behavior and identify areas for improvement.
- Coordinate with designers and developers for technical updates or redesigns.
Administrative Support:
- Calendar Management
- Maintain and manage the President’s calendar, including scheduling, coordinating, and adjusting as needed.
- Provide daily updates to the President on business and personal schedules, ensuring preparedness for all commitments.
- Correspondence and Documentation:
- Draft, proofread, and edit correspondence and documents for accuracy and clarity.
- Manage incoming communications, prioritizing emails and tasks based on urgency.
- Monitor company inbox for new opportunities and outreach.
- Travel Management:
- Coordinate domestic and international travel arrangements, including flights, transportation, accommodations, and detailed itineraries.
- Proactively address potential logistical issues.
Preferred Skills & Qualifications:
- Bachelor’s degree.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and Google Workspace.
- Entrepreneurial mindset. Quick to action and takes ownership of role.
- Exceptional organizational and time-management skills.
- Tech-savvy, with the ability to troubleshoot technical issues.
- Strong multi-tasking skills and a proactive, problem-solving mindset.
- Exceptional discretion in handling confidential information.
- Strong written and verbal communication skills.
- Flexible availability to respond to time-sensitive matters.
Additional Details:
- Location: Hybrid role. Candidates must reside in the United States.
- Employment Type: Contractor Status; Full-time with competitive compensation.
This position offers an opportunity to play a critical role in supporting the Conscious Wealth Team and President while gaining valuable experience that could lead to future leadership opportunities within the organization.
