Executive Business Partner/EA-Asset Management-Growth

Job Description

Job Description

The Windfall is partnering with a growing, entrepreneurial Multi Family Office and Investment Management firm, to hire an Executive Business Partner/Executive Assistant in Chicago, IL. The firm supports approximately 15 families and manages roughly $500M in AUM. This is a uniquely dynamic, client facing opportunity for a highly organized, curious, and hungry Executive Business Partner to work directly with the Portfolio Manager and broader six-person team. The successful candidate will be the connective tissue of the office bringing structure, follow through, and judgment to a fast moving environment. You will be serving as a thoughtful first point of contact for incoming client needs; managing priorities across the team, taking on everything from high level projects and CRM/AI automation to the day-to-day details that allow the team to operate at its best. This role is ideal for someone with a team first mentality, excellent client instincts, strong organizational and project management sense, and a genuine interest in growing with an organization at an exciting stage.

RESPONSIBILITIES:

• Partner directly with the Portfolio Manager on day-to-day operations, priorities, project management, and strategic follow-through.

• Support the Portfolio Manager by managing administrative needs, coordinating projects, tracking deliverables, and ensuring priorities remain on schedule.

• Act as the central point of contact for the six person team, coordinating communication, calendars, meetings, action items, and deadlines.

• Serve as a first line for incoming client requests; exercise sound judgment in determining what can be handled independently and what needs to be escalated to senior leadership.

• Manage and maintain CRM activity, client information, relationship touchpoints, and follow up through systems including HubSpot and AdviseOn.

• Leverage Asana and AI automation tools to improve workflows, manage projects, create efficiencies, and keep the team accountable.

• Support client-facing initiatives, including meeting preparation, materials, communications, and coordination of client visits.

• Assist with marketing and commercial projects, bringing an understanding of the client experience and a willingness to help the firm grow thoughtfully.

• Coordinate international and domestic travel and logistics, including frequent travel to client locations as needed, providing detailed itineraries including hotel, lodging, ground, experience, dining reservations.

• Take ownership of office operations and the day-to-day details that keep a small, high performing team running smoothly.

• Manage ad hoc projects with a proactive, no job is too big or small mindset.

REQUIREMENTS:

• Bachelor’s degree required; a marketing, business, finance, or related degree is a plus.

• Prior experience as an Executive Assistant, Executive Business Partner, Chief of Staff support professional, or in a similarly high accountability operations role.

• Strong client facing presence, communication skills, and professional judgment.

• Highly organized, detail oriented, resourceful, and comfortable managing multiple competing priorities.

• Commercially minded with a genuine interest in client service, investments, and business growth.

• Experience using or the ability to quickly learn CRM, project management, and automation tools; HubSpot, Asana, AdviseOn, and AI automation experience are highly valued.

• Comfortable operating in a lean, entrepreneurial environment where priorities evolve and everyone contributes.

• A team-sport mentality: collaborative, hardworking, humble, competitive, and willing to step in wherever needed.

• Must be willing and excited to travel regularly to meet clients; this is not the right opportunity for someone seeking a role without travel.

• This role is working in the office Monday-Fridays from 9:00am-5:00pm with the flexibility to work overtime based on the needs of the business.

• This is based in Chicago, IL USA

PACKAGE:

• $120-150K Base Salary

• Discretionary bonus based on individual and firm performance

• Unlimited PTO

• 401K

• Company provided health insurance and benefits

• Commuter benefits

• Significant growth opportunity within a rapidly evolving firm