Strategic EA to CEO: Operations & Execution

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. 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 #J-18808-Ljbffr Destination Wealth Management