Chief of Staff

Description:

About the Company:

4thoughts Finance is a Multi-family office and Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering since 2015. Working closely with generation next leaders, the firm has a niche set of offerings which are tailor-made to suit its client's needs and requirements. The firm's activities are focused on providing wealth management, advisory on cross-border structures and transactions, advisory on business structuring, sourcing, and converting domestic as well as cross-border investment banking deals.

Role Overview:

We are looking for a Chief of Staff to work closely with the CEO/Founder on fundraising, investor relations, client engagement, business strategy, and day-to-day business operations. This role will act as a bridge between investors, leadership, clients, and internal teams, ensuring smooth execution of key business initiatives and strategic projects.

Key Responsibilities:

- Lead fundraising activities and manage relationships with investors including HNIs, Family Offices and Institutional Investors.

- Prepare and present investor pitches, investment presentations, and proposals.

- Manage investor communications, organise roadshows, reporting, due diligence, and closures.

- Actively support new client acquisition and maintain strong client relationships.

- Work closely with the CEO and senior leadership on business strategy, new initiatives, market research, and business expansion opportunities.

- Manage relationships with external partners and vendors and ensure smooth business operations.

- Prepare business presentations, reports, meeting notes, and strategic documents.

- Track key business projects, fundraising pipeline, and strategic initiatives and provide updates to leadership.

- Act as a bridge between the CEO and internal teams to ensure smooth execution of business priorities.

- Collaborate with cross-functional teams and support implementation of new processes, systems, and business initiatives.

Required Skills & Qualifications:

- Prior experience in equity fundraising (is must), investor relations, wealth management, consulting, or business strategy roles.

- Strong network with investors and business stakeholders preferred.

- Strong communication, presentation, and negotiation skills.

- Strong business understanding and strategic thinking ability.

- Ability to manage multiple stakeholders, projects, and business initiatives independently.

- High ownership, confidentiality, and leadership coordination skills.

Why Join 4Thoughts Finance?:

- Opportunity to work closely with HNI clients and gain exposure to wealth management and family office advisory.

- Direct collaboration with the CEO and leadership team on strategic business initiatives.

- Exposure to diverse areas including cross-border transactions, investment banking deals, and business structuring.

- High ownership role with opportunities to contribute to client engagement and key business initiatives.

- Dynamic and growth-oriented work environment with strong learning and career development opportunities.