Note: The job is a remote job and is open to candidates in USA. WalterLane, Inc. is a rapidly growing wealth management advisory firm serving ultra-high-net-worth clients. They are seeking a Strategic Initiatives Associate (Chief of Staff) to partner with the Chief Marketing Officer in driving marketing and business priorities, focusing on strategic initiatives and execution.
Responsibilities
- Calendar management - create and protect space for the CMO to focus on strategic priorities
- Triage and manage communications (including email) based on context and importance
- Act as a proxy in prioritizing initiatives, requests, and opportunities
- Drive preparation, alignment, and follow-through across key initiatives
- Translate ideas into structured plans, timelines, and actions
- Coordinate across teams to ensure progress and accountability
- Prepare agendas, briefing materials, and pre-reads for critical meetings
- Capture decisions, insights, and next steps, ensure follow-through
- Improve the quality and effectiveness of leadership meetings
- Build systems to organize priorities, surface key insights, and reduce noise
- Synthesize information across conversations and workstreams into clear actions
- Maintain visibility into interdependencies across projects
Skills
- Bachelor's degree required
- 5+ years of relevant professional experience supporting senior executives in an executive assistant, chief of staff, or executive support role
- Experience working closely with Chief Marketing Officer, or marketing team
- Experience with the management of marketing and creative initiatives, and working with creative teams and outside agencies
- Proven ability to operate in a fast-paced, high-growth, and complex environment
- Exceptional organizational, analytical, and problem-solving skills
- Strong communication skills, with the ability to influence and build consensus
- Systems thinker who brings structure to complexity
- Proven ability to work both independently and collaboratively
- High integrity, strong judgment, and discretion
Benefits
- Plus bonus and comprehensive benefits
- Fully remote in the U.S. (with option to work in any office location if preferred)
- Opportunity for professional development and growth
Company Overview
A BOUTIQUE FIRM SPECIALIZING IN PERMANENT STAFFING SOLUTIONS Whether you are a small start-up or Fortune 500 company, the people you hire are essential to your success. It was founded in 1989, and is headquartered in Washington, District of Columbia, USA, with a workforce of 2-10 employees. Its website is https://walterlaneinc.com.