AVP, CEO's Office

About Guardian Capital

Guardian Capital is an Elite Wealth and Asset Management firm, recognised as the Best Investment Advisory Firm across India by CNBCTV18. We offer a comprehensive suite of services — Wealth Management, Financial Planning, Portfolio Advisory, and Taxation — all under one roof, customised to fit each client's unique financial journey.

We are not a mass -market firm. Every client relationship we build is founded on trust, discretion, and a deep commitment to making a meaningful difference in the financial lives of the families who choose to partner with us.

Guardian Capital is currently in its growth phase — deliberately small, senior -led, and hungry to scale. For the right individual, this means outsized learning, early ownership, and a front -row seat to how a high -growth financial services firm is built.

Role Overview

The AVP, CEO's Office is a strategy and execution partner to the CEO and senior leadership — a hybrid position sitting at the intersection of strategic planning, project management, business development, and operational governance.

You will work directly with the CEO on the firm's most critical priorities: translating vision into action, building new business lines, driving cross -functional alignment, and ensuring the organisation operates with clarity and discipline.

This role is designed for someone who wants to understand how a firm is built from the inside — and who wants to be at the table when consequential decisions are made.

This role is ideal for:

• Early -career professionals with 1–2 years in finance, consulting, investment banking, or strategy
  
• MBA freshers with substantive internship experience in finance or strategy roles
  
• Individuals who are highly analytical, extremely organised, and motivated by impact over title
  

Key Responsibilities

Pillar 1: Strategic Initiatives & Business Planning

• Partner with the CEO to translate the firm's vision into concrete annual and quarterly strategic plans with clear execution roadmaps.
  
• Lead multiple concurrent strategic projects end -to -end: define objectives, set milestones, track progress, and present performance reports to senior leadership.
  
• Identify opportunities for revenue growth, cost optimisation, process automation, and capacity improvement — backed by rigorous data analysis.
  
• Conduct market, competitive, and operational research to inform pricing decisions, product scope, and client segmentation strategies.
  
• Ensure cross -functional alignment so that every team's priorities are consistent with the firm's overarching strategy.
  

Pillar 2: New Business & Growth Execution

• Collaborate with the CEO and senior leaders to design, structure, and launch new business lines, practice areas, or service offerings.
  
• Develop business cases, operating models, and go -to -market plans for new initiatives — including target client profiles, pricing models, rollout timelines, and success metrics.
  
• Manage pilot programmes and early -stage projects: track performance, gather feedback, and iterate based on real -world results.
  
• Coordinate with Finance, Operations, Compliance, and Client -Facing teams to ensure new ventures are scalable, compliant, and commercially viable.
  

Pillar 3: Cross -Functional Collaboration & Governance

• Serve as the key bridge between the CEO and internal business units — ensuring clear communication, disciplined prioritisation, and reliable execution.
  
• Drive structured weekly and monthly leadership reviews, tracking financial KPIs, growth metrics, and client engagement trends.
  
• Facilitate decision -making by consolidating stakeholder inputs, surfacing risks early, and helping leadership evaluate trade -offs.
  
• Own the tracking of strategic priorities across teams — ensuring deadlines are met and roadblocks are resolved promptly.
  

Pillar 4: Leadership Support & CEO Shadowing

• Shadow the CEO in internal and external engagements — including client meetings, board discussions, and partner conversations — to build deep strategic context.
  
• Prepare concise briefings, talking points, presentations, and post -meeting summaries capturing decisions, action items, and next steps.
  
• Manage the CEO's calendar strategically, balancing focus time, client relationship building, and operational oversight.
  
• Act as a trusted thought partner: ask the right questions, challenge assumptions constructively, and help sharpen strategies before implementation.
  

Requirements & Qualifications

Education

• Bachelor's degree in Finance, Economics, Commerce, Business Administration, or a related quantitative field.
  
• MBA from a recognised institution — analytical ability and communication strength matter more than pedigree.
  

Experience

• 1–2 years in finance, consulting, investment banking, corporate finance, wealth management, or a strategy -oriented startup role.
  
• MBA freshers with strong internships in finance, consulting, or strategy will be considered in lieu of full -time experience.
  
• Demonstrated ability to work with data, build structured arguments, and communicate clearly to senior stakeholders.
  

Core Competencies

• Numerically strong: comfortable with financial modelling, data analysis, and translating numbers into strategic insights.
  
• Strategic thinker: able to break down complex problems, structure solutions logically, and challenge assumptions constructively.
  
• Excellent communicator: clear and precise in both written and verbal communication; comfortable presenting to senior leadership.
  
• Highly organised: able to manage multiple concurrent priorities in a fast -paced, high -stakes environment.
  
• Discreet and trustworthy: able to handle sensitive client, commercial, and leadership information with the highest integrity.
  

Tools & Technology

• Advanced proficiency in Microsoft Excel — financial modelling, scenario analysis, pivot tables.
  
• Strong PowerPoint skills — ability to build crisp, visually clear executive presentations.
  
• Comfortable with research tools, financial databases, or CRM platforms relevant to wealth management.