Palumbo Wealth Management is a client-first private wealth management boutique firm in Great Neck, NY. With over 100 years of combined experience, we serve a select group of families and individuals as their personal Chief Financial Officer (CFO), focusing on clients nearing or in retirement. Our philosophy is to protect, grow, and transfer our clients' assets based on their wishes by partnering with top institutions and professionals in the industry.
Role Description
This is a full-time on-site role as Chief of Staff at Palumbo Wealth Management in Great Neck, NY. The Chief of Staff will oversee daily operations, coordinate with leadership, and assist in strategic planning and decision-making. Responsibilities also include managing projects, ensuring effective communication, and representing the firm externally.
Qualifications
Leadership, strategic planning, and decision-making skills
Project management and coordination abilities
Marketing management
Strong communication and interpersonal skills
Financial acumen and understanding of wealth management principles
Experience in the financial services industry
Bachelor's degree in Finance, Business Administration, or related field