Overview
Chief of Staff Jobs in Stamford, CT at Jackson, Grant Investment Advisers, Inc.
Title: Chief of Staff
Company: Jackson, Grant Investment Advisers, Inc.
Location: Stamford, CT
Company Description
Jackson, Grant Investment Advisers, Inc. specializes in serving high-net-worth individuals (minimum $5 million) who require a sophisticated fiduciary boutique setting within a culture of honor, commitment, and courtesy. Founder-led by a lawyer, money manager and author, the firm operates as "Investment Counsel" under the Investment Advisers Act and is regulated by the U.S. Securities and Exchange Commission (SEC). Based in Stamford, CT, Jackson, Grant provides tailored wealth management services, guided by expertise in investment and tax planning, with a special focus on transitional periods such as retirement, loss of a spouse, or the sale of a business. For more information, visit our website – www.jacksongrant.us — or consult our regulatory disclosure document, "Form ADV Part 2A."
Position is best for someone with a few years of experience working as a lawyer or CPA who wants to transition into wealth management or fundraising for college or university.
Core Responsibilities
- Drive the principal’s priorities and operating rhythm: organize agendas, follow‑ups, and projects.
- Support client work: research planning and tax topics, prepare meeting materials, attend selected client meetings, capture notes, and track action items.
- Support investment and compliance work: assist with portfolio and planning workflows under supervision; help maintain procedures, checklists, and documentation.
- Content and thought leadership: help with columns, articles, presentations, and book‑related materials on investor protection and financial literacy.
- Internal coordination: liaise with operations, custodians, outside professionals, and nonprofit/education partners to keep initiatives on track.
Qualifications
- Strong organizational and project management skills to oversee operations, coordinate cross-team efforts, and manage priorities.
- Exceptional communication and interpersonal skills, including copy editing skills.
- Strategic thinking and problem-solving abilities to address challenges and align actions with business goals.
- Experience in law or financial services, investment management, or wealth advisory is highly desirable.
- Bachelor’s degree in Business, Finance, Economics, or a related field. Advanced degrees or certifications (e.g., JD, MBA, CFA, CFP) are a plus.
- A preference for lawyers who want to transition from legal practice.
- High level of integrity, discretion, and professionalism with the ability to handle sensitive information.
Compensation is based on experience, starting at between $80,000 – $100,000 annually with the potential for performance bonuses. Benefits include 401(k); cash balance plan; profit sharing, after eligibility.
