Legalist is seeking an operationally-focused Chief of Staff to partner with our leadership team. As our Chief of Staff, you’ll be the go-to person for turning priorities into action, building and refining processes, and keeping cross-team initiatives on track. This is a hands-on position for someone who thrives in the details, enjoys problem solving, and can bring structure to a fast-paced environment.

Core responsibilities:

• Translate leadership priorities into actionable plans and ensure follow-through across teams
• Own and refine operational processes spanning investment operations, fundraising logistics, borrower engagement, and new business initiatives
• Build and maintain SOPs, workflows, and documentation to drive consistency and scalability
• Manage recurring and ad hoc projects such as quarterly onsite planning, investor reporting, fundraising webinars, and cross-team analyses (including offshore team assessments)
• Serve as a central point of coordination for cross-functional initiatives, keeping stakeholders aligned and accountable
• Identify process gaps and bottlenecks, implement improvements, and track outcomes to ensure continuous progress

Qualifications:

• 6–12 years in highly operational roles, ideally within asset management, wealth advisory, RIA, or another process-heavy industry
• Proven ability to manage multiple priorities and bring structure to complex initiatives
• Experience leading people or driving accountability across teams
• Detail-oriented with strong organizational and time management skills
• Excellent communication and relationship-building skills across all levels of an organization
• Comfortable balancing strategic oversight with hands-on execution in a fast-paced environment