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Salary: USD 90,000 - 115,000 / annual
CAIS is seeking an experienced Executive Assistant to support the Founder/CEO in his dual role as CEO of CAIS and Chairman of an external organization (Museum/Nonprofit), including associated board responsibilities. You will report to the Chief of Staff and work alongside another Executive Assistant to provide coordinated, seamless support.
Co-founded as a pioneer in democratizing access to alternative investments for independent financial advisors, CAIS serves over 2,500 wealth management firms supporting 65,000+ financial advisors who oversee approximately $8.5 trillion in end-client assets. The company provides access to hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
This is a mission-critical, highly visible role requiring exceptional judgment, discretion, and operational excellence. You will thrive in a fast-paced, high-expectation environment, bringing elite attention to detail and operating as a true extension of the executive.
Key Responsibilities:
Executive & Board Support: Strategically optimize the CEO's time by managing complex calendars and priorities across internal, external, and board-related commitments. Support board management responsibilities for the CEO's external Chairman role, including scheduling, meeting logistics, materials preparation, and follow-ups. Partner closely with senior leadership to ensure seamless execution of the CEO's agenda. Anticipate conflicts, preparation gaps, and downstream impacts; proactively resolve issues before they arise.
Travel & Events Logistics: Own end-to-end logistics for all business and personal travel, including flights, accommodations, ground transportation, itineraries, and real-time adjustments. Plan and manage logistics for internal and external events involving the CEO (board meetings, offsites, conferences, CEO-hosted events), coordinating with internal teams and external partners.
Administrative & Operational Excellence: Handle expenses, approvals, and administrative workflows with precision, urgency, and sound judgment. Take detailed, accurate meeting notes and track follow-ups to completion. Manage highly sensitive and confidential information with utmost discretion and integrity. Serve as a trusted gatekeeper and point of contact, representing the CEO with professionalism, confidence, and gravitas. Maintain and curate executive relationship data and meeting intelligence within Salesforce.
Communications & External Coordination: Partner closely with Communications and Marketing teams to support the CEO's external-facing engagements, including scheduling, preparation materials, and logistics for press opportunities, speaking engagements, and media appearances. Ensure alignment across communications, leadership, and external stakeholders.
Personal Assistant Support: Provide personal assistance as needed, without detracting from core executive responsibilities.
Requirements:
- Bachelor's degree required
- Demonstrated experience supporting Founder-level or C-Suite executives in a fast-paced, high-performance environment; financial services, fintech, or adjacent industries preferred
- Expert-level calendar, travel, logistics, and time management skills; thrives in complexity and constant change
- Strong judgment, discretion, and emotional intelligence; trusted with highly sensitive information
- Ability to operate independently, anticipate needs, and execute with minimal direction; brings an inherent desire to learn
- Exceptional organizational, prioritization, and execution skills
- High emotional intelligence, sound judgment, and excellent interpersonal skills
- Clear, concise written and verbal communication skills
- Structured, strategic thinker with the ability to break complex situations into actionable steps
- Advanced working knowledge of Microsoft Office (including Excel and PowerPoint), and experience maintaining CRMs (Salesforce preferred)
- Availability to work from CAIS' NYC office approximately 4 days per week, with flexibility to support the CEO outside standard business hours as required
- Foundational knowledge of the finance industry and basic financial terminology strongly preferred
- Demonstrated experience integrating generative AI tools (such as ChatGPT, Claude, Copilot) into daily workflows
