Executive Assistant to the CEO
Destination Wealth Management
Job Description
Job Description
Description:
The Executive Assistant serves as a strategic partner to the CEO of a registered investment advisor (RIA) firm, supporting leadership across corporate initiatives, advisor team management, investment committee activities, and firm-wide projects. This role functions as an operational integrator—driving execution, coordinating cross-departmental work, and ensuring strategic priorities move forward.
The position requires strong project management capability, organizational leadership, sound judgment, and the ability to manage complex workflows in a fast-paced environment.
Requirements:Key Responsibilities:
Executive Operations
- Coordinate executive priorities, timelines, and cross-functional workflows.
- Prepare executive materials including agendas, summaries, and project updates.
- Serve as a central communication hub between the CEO and internal/external stakeholders.
- Maintain alignment across initiatives, ensuring follow-through and accountability.
Advisor Team Coordination
- Support CEO oversight of the advisor team through structured communication, meeting coordination, and initiative tracking.
- Organize advisor-related projects, training efforts, and strategic priorities.
- Facilitate coordination between advisors and operations, compliance, research, and marketing.
Investment Policy Committee Support
- Manage IPC meeting logistics, materials, agendas, and follow-up actions.
- Track investment-related initiatives, approvals, and implementation timelines.
- Coordinate communication between leadership, research, compliance, and portfolio teams.
Project Management & Strategic Initiatives
- Drive execution of firm-wide projects and strategic initiatives.
- Build and maintain project plans, timelines, deliverables, and accountability structures.
- Monitor progress, identify bottlenecks, and ensure alignment with organizational goals.
- Support operational improvements, technology implementations, and workflow redesigns.
Marketing & Business Development Coordination
- Coordinate executive-level marketing initiatives, events, webinars, and communications.
- Support content development, messaging consistency, and cross-team collaboration.
- Assist with materials for business development and industry relationships.
Organizational Coordination
- Track deadlines, approvals, and cross-departmental initiatives requiring CEO oversight.
- Maintain organized documentation, project tracking systems, and process workflows.
- Identify opportunities to improve communication, coordination, and operational efficiency.
Qualifications
- Bachelor’s degree preferred; relevant experience considered.
- 5+ years in executive support, operations, or project management (financial services preferred).
- Strong project management, organizational, and communication skills.
- Ability to manage multiple priorities and operate independently.
- Proficiency with Microsoft Office, CRM systems, and collaboration tools.
- High discretion and professionalism.
Preferred Experience
- Supporting senior executives or leadership teams.
- Experience in wealth management, investment management, or RIA operations.
- Cross-departmental project coordination.
- Familiarity with investment committees, advisor workflows, or strategic planning.
- Experience with Salesforce or similar CRM/project management platforms.
Core Competencies
- Executive presence
- Project management & accountability
- Strategic thinking
- Cross-functional coordination
- Communication & relationship management
- Problem-solving & adaptability
- Confidentiality & discretion
- Process orientation
Vacancy posted 26 days ago
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