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

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