Leading Wealth Mgt and financial advisory firm requires Chief of staff -Mumbai( BKC)

One of our client a leading wealth mgt and Financial advisory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia. It has a team of expert professionals with vast experience in FX & Treasury Management. They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups. We understand the demands and challenges that are unique to each one of them.

Throughout these exchanges, It has accumulated a wealth of tacit domain knowledge. The client is a leading Treasury and Risk Management Advisory firm with over 20 years of expertise in foreign exchange, commodities, and structured treasury solutions for corporates and institutions. As part of a diversified financial services group, it is also has a sister concern, a Multi-Family Office and Advisory firm that provides tailored investment and non-investment solutions to High-Net-Worth Individuals (HNIs), family offices, single-family businesses, and corporates.

We are looking out for Chief of Staff for our client office in Mumbai at BKC- Mumbai

Role Overview:

Job Type: Full-time

Office Timings: Monday to Friday (8:30am to 5:30pm) Only 2nd & 4th Saturdays are working (9 to 5 pm)

About Us:

- The Chief of Staff (CoS) role sits directly in the Founder & CEO Office, ensuring smooth coordination, operational discipline, cross-functional execution, and end-to-end leadership support.

Role Overview:

- We are seeking an exceptionally structured and proactive Chief of Staff to drive leadership alignment, streamline departmental communication, manage cross-functional projects, and ensure flawless execution across the organisation. This role is central to enabling the CEO to focus on strategic priorities while the CoS ensures that operations, departments, timelines, and deliverables move with discipline and speed.

- The ideal candidate is a highly organized professional with strong stakeholder management skills and deep operational experience.

Key Responsibilities:

1. CEO Office Coordination & Leadership Support

- Act as the primary point of contact between the CEO and all departments.

- Manage and optimize the CEOs entire calendarinternal meetings, strategic client interactions, leadership calls, reviews, and travel.

- Prepare briefing notes, business reviews, decks, and analysis for CEO-level discussions.

- Ensure all follow-ups from CEO meetings are tracked and closed on time.

2. Cross-Department Management & Alignment

- Coordinate end-to-end communication between HR, Sales, Advisory, Research, Marketing, Accounts & Admin teams.

- Align teams on priorities, deliverables, and timelines.

- Drive weekly and monthly review cycles for all departments.

3. Project & Execution Management

- Ensure timely completion of high-importance internal projects.

- Track, monitor, and escalate delays or operational gaps proactively. Implement efficient reporting mechanisms, dashboards, and progress trackers.

- Leverage project management methodologies (Agile, PMP, Scrum) for structured execution (added advantage).

4. People, HR & External Consultant Coordination

- Manage external HR consultants and ensure seamless hiring, onboarding, and employee engagement processes.

- Coordinate psychometric assessments, leadership evaluations, and internal HR platforms.

Required Skills & Qualifications:

- over 8 years of experience as Chief of Staff, Project Manager, Program Manager, Operations Lead, or similar role

- Experience coordinating at least 2530 member cross-functional teams.

- Strong execution and organisational skills with exceptional follow-through.

- Excellent verbal/written communication & presentation creation skills.

High proficiency with:

- Google Workspace tools

- Project management platforms

- Reporting dashboards & trackers

- Calendar and Travel Management.

- Ability to handle confidential information with maturity and discretion.

- Strong analytical/problem-solving skills and ability to work independently.

Educational Background:

- Engineers preferred with relevant experience.

What We Offer:

- Direct exposure to the Founder & CEO and leadership team

- High-impact role with visibility across all business verticals

- Fast-paced, zero-politics work culture

Ideal Candidate Profile:

- This role is ideal for a highly structured, disciplined, and strategic executor who thrives in a fast-paced environment and excels at cross-team coordination, operations management, and leadership support

Pranav - 7011354635