Executive Optimizer

Job Description

About Fortitude  

Fortitude Family Office is a privately owned, fully integrated multi-family office headquartered in Scottsdale, Arizona. We serve ultra-high-net-worth families representing more than $3 billion in net worth under advisement, bringing investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support together under one roof. 

Recognized by Inc. Regionals as one of the Southwest’s fastest-growing companies, Fortitude is building what comes next: an hybrid human-AI executive assistant modeled on how our CEO thinks, prioritizes, communicates, and leads. We are looking for an exceptional person to help bring that vision to life. 

About the Role  

A CEO’s time is one of a firm’s most valuable assets. Your mission is to multiply it.  

This is not a traditional executive-assistant position. You will work closely with our CEO—joining meetings, calls, travel, and critical decision-making moments—to understand how an accomplished leader processes information and turns judgment into action. You will translate those insights into the foundation of a sophisticated AI executive assistant, helping create a capability that could fundamentally change how leadership operates. 

What makes this opportunity exceptional:  

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• Unmatched access to executive-level strategy, decision-making, and leadership 
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• Daily mentorship and direct partnership with the CEO 
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• Rare, hands-on experience translating human expertise into practical AI 
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What You’ll Do  

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• Partner closely with the CEO across meetings, calls, and travel, capturing decisions and insights in real time 
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• Document the reasoning behind priorities, decisions, and communication choices—not merely the outcomes 
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• Translate recurring patterns into structured playbooks an AI system can learn from 
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• Build, organize, and maintain a trusted knowledge base 
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• Test the AI assistant rigorously, identify gaps, and improve the quality of its responses 
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• Provide high-level support with scheduling, follow-ups, meeting preparation, and research 
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• Protect sensitive information and exercise exceptional judgment in every setting 
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Who Will Thrive  

Finance or AI experience is not required. We are looking for extraordinary judgment, curiosity, discipline, and potential. 

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• An exceptional note-taker who can organize complexity and identify what matters 
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• Deeply curious about how high-performing leaders think and make decisions 
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• Discreet, trustworthy, and uncompromising about confidentiality 
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• Comfortable with technology and energized by the possibilities of AI 
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• Adaptable, polished, clear, and professional in fast-moving environments 
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• Hours that match the CEO’s busy schedule, this role will require overtime and light travel. 
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• A bachelor’s degree or equivalent experience is preferred, but not required 
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Benefits  

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• Competitive salary and an annual performance-based bonus 
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• Flexible work arrangements 
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• 2–4 weeks of paid time off and 10 paid holidays each year 
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• Medical, dental, and vision plans with a generous employer contribution 
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• Employer contributions to a health savings account (HSA) 
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• Employer- paid short and long-term disability coverage 
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• 401(k) retirement benefits with employer contributions 
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• A team-oriented culture that supports continuing education and career development 
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• Strong support for volunteer, community, and industry involvement 
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