Executive Assistant to Founder/CEO

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers at scale through a wide variety of alternative investment products and technology solutions. CAIS provides access to strategies including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.

We are seeking a highly experienced Executive Assistant to support the Founder/CEO of CAIS in his dual role as both CEO of CAIS and Chairman of an external organization (Museum/Nonprofit), including associated board responsibilities. Reporting to the Chief of Staff, this individual will work closely alongside another Executive Assistant to provide coordinated, seamless support to the Founder/CEO. This is a mission-critical, highly visible role requiring exceptional judgment, discretion, and operational excellence.

The ideal candidate thrives in a fast-paced, high-expectation environment, brings elite attention to detail, and operates as a true extension of the executive. This role is predominantly Executive Assistant–focused, with limited personal assistant responsibilities, and demands a high degree of ownership, adaptability, and trust. This position requires a high level of responsiveness and availability aligned with the CEO’s schedule and is best suited for someone energized by an always-on executive environment.

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, priorities, and external obligations
• 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 (i.e., board meetings, offsites, conferences, and CEO-hosted events), coordinating with internal teams and external partners to ensure flawless execution

Administrative & Operational Excellence

• Handle expenses, approvals, and administrative workflows with precision, urgency, and sound judgement
• Take detailed, accurate meeting notes and track follow-ups to completion
• Manage highly sensitive and confidential information with the 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, ensuring the CEO is consistently prepared for high-impact interactions

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 for timely and effective execution

Personal Assistant Support

• Provide personal assistance as needed, without detracting from core executive responsibilities

Qualifications:

• 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 ski…