Careers
Make a Difference in People’s Financial Lives
Our world-class culture allows you to contribute your best talents.
At Hendershott Wealth Management, we empower people’s financial lives by helping them make the most of their money so they can thrive. Our staff of financial advisors, client relationship managers, investment managers, financial coaches, and administration work together to provide unparalleled support and guidance for our beloved clients. Our shared values of integrity, empowerment, grace, fun, ease, wisdom, and love combine to deliver the very best care for our clients and also creates an environment where staff are encouraged, celebrated, and valued.
To Apply
Follow any specific instructions within the available job posting and email a link to your LinkedIn presence or other online resume, or copy and paste the content of your resume (absolutely no attachments) to jobs@hendershottwealth.com.
Career Opportunities
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Company: Hendershott Wealth Management (HWM)
Location: Virtual (Must be available during Pacific Time Zone hours, Monday-Friday)
Salary Range: $125,000 – $155,000
Company Overview Hendershott Wealth Management is a female-run, client-centric wealth management firm committed to providing tailored financial guidance in a compassionate environment. Our team operates from 4 different time zones, fully virtually. Our primary nexus of clientele live in California, so we operate on Pacific time zone hours. We value direct communication, collaboration, proactive honesty and integrity, accountability and the consistent delivery of high-quality service to our clients. We are seeking an experienced and proactive Chief of Staff who will function as a critical strategic partner, marketing project manager, and operations leader to drive our mission forward.
Position Summary The Chief of Staff will serve as a strategic advisor and extension of HWM’s owner, collaborating directly with high level employees and taking ownership of high-impact marketing initiatives. This role is both strategic and hands-on, combining marketing and operational expertise to drive high-impact initiatives and foster a culture of connection and empowerment. The ideal candidate will bring a blend of project management skills, marketing acumen, tech prowess and client-centered intuition to help us create an environment where clients feel optimistic, confident, and at peace with their financial future.
Key Responsibilities Marketing and Content Oversight
Qualifications
Benefits
To Apply Email jobs@hendershottwealth.com the following:
Location: Virtual (Must be available during Pacific Time Zone hours, Monday-Friday)
Salary Range: $125,000 – $155,000
Company Overview Hendershott Wealth Management is a female-run, client-centric wealth management firm committed to providing tailored financial guidance in a compassionate environment. Our team operates from 4 different time zones, fully virtually. Our primary nexus of clientele live in California, so we operate on Pacific time zone hours. We value direct communication, collaboration, proactive honesty and integrity, accountability and the consistent delivery of high-quality service to our clients. We are seeking an experienced and proactive Chief of Staff who will function as a critical strategic partner, marketing project manager, and operations leader to drive our mission forward.
Position Summary The Chief of Staff will serve as a strategic advisor and extension of HWM’s owner, collaborating directly with high level employees and taking ownership of high-impact marketing initiatives. This role is both strategic and hands-on, combining marketing and operational expertise to drive high-impact initiatives and foster a culture of connection and empowerment. The ideal candidate will bring a blend of project management skills, marketing acumen, tech prowess and client-centered intuition to help us create an environment where clients feel optimistic, confident, and at peace with their financial future.
Key Responsibilities Marketing and Content Oversight
- Ensure all website content is current, compliant, accurate, and beautiful.
- Oversee podcast production, ensuring on-time publication, consistent tracking, compliance, and relationship management with producers.
- Manage HWM’s social media presence, ensuring on-brand, relevant content and reviewing posts for compliance approval.
- Coordinate the production and distribution of marketing emails, tracking performance and compliance.
- Support article development by reviewing drafts and overseeing the publication process.
- Effectively communicate the firm’s value to prospective clients on the phone
- Cross trained on certain Prospecting processes to serve as back-up to the advisor team
- Oversee and optimize the client birthday gifting program
- Manage communication and logistics for occasional client events and ensure smooth execution.
- Coordinate, design, and distribute client emails in Active Campaign
- Act as an operational and cultural liaison for team members, addressing questions, needs, or support requests.
- Assist in recruiting efforts, managing job postings, and serving as a culture barometer in candidate evaluations.
- Support onboarding processes, including tech setup, offer letters, and training on platforms (Google Drive, Zoom, Acuity, etc.).
- Coordinate team calendars and ensure accurate settings and availability through Acuity.
- Update and maintain company materials annually.
- Ensure Virtual Assistant keeps CEO’s calendar accurate and up-to-date.
- Serve as a backup for time-sensitive scheduling needs, client appointments, and communications.
- Organize and coordinate logistics for annual team events, including travel and accommodation arrangements.
- Act as the point of contact for HWM’s third-party vendors, including virtual assistants, marketing teams, podcast producers, website technicians, and IT support
- Manage relationships and oversee billing
- Assist Hilary with planning and managing logistics for speaking engagements, both virtual and in-person
- Track content, organize presentation materials, and ensure all assets are compliant and uploaded
Qualifications
- Proven experience in a Chief of Staff, senior operations, or strategic project management role, ideally within a professional services or client-focused environment
- Strong project management skills with a demonstrated ability to oversee multiple high-impact initiatives
- Exceptional communication skills and the ability to act as a strategic advisor to senior leadership
- Fluent in key operational platforms such as Active Campaign, WordPress, Google Admin Console, Canva, and social media management tools
- Highly organized, detail-oriented, and comfortable working in a fast-paced, remote environment
- Willingness to work and generally be available from 9am to 5pm Pacific Time is required
- Willingness to make 3-4 day trips up to twice per year for in-person planning events
Benefits
- Flexible, fully remote role within a collaborative, innovative, and supportive team environment
- Opportunity to impact HWM’s strategic direction and client experience
- Access to continuous professional development and advancement within a growing, female-run wealth management firm
- 401(k) with matching
- Healthcare reimbursement
To Apply Email jobs@hendershottwealth.com the following:
- Link to your Linkedin presence or other online resume – please do not send as an attachment
- Provide brief paragraph indicating why you are a great fit for this role.
Please address:
- Whether you have experience supporting multiple executives
- Any career progression or past roles that might at first glance seem not to fit with this role’s duties
- Confirm you are willing and able to work fully remotely from a professional home office and do so on west coast hours
- Tell us your personal money philosophy!