Manage complex calendaring, prioritization and trade offs for the CEO (and Co-Founders as needed), across time zones and business functions.
In collaboration with the Director of Business Management prepare and maintain comprehensive “brief books” (agendas, pre reads, decision asks, logistics) for key leadership forums.
Design, produce and deliver the Weekly Brief for the CEO upcoming schedule, decisions due, topics to monitor.
Facilitate high impact leadership meetings end-to-end: scheduling, invites, rooms/Zoom links, material distribution, recordings.
Capture action items with owners and deadlines: partner with the Director of Business Management to issue Action Memos , monitor progress and ensure closure.
Maintain and sanitize key invite/contact lists (Board, partners, major clients, executive sponsors) ensuring stakeholder alignment and access integrity.
Draft and publish the monthly “ We Said / We Did ” summary and a one page scorecard highlight, leveraging data and content gathered by the business management team; final sign off by the CEO.
Continuously identify opportunities to improve efficiency through automation, AI assisted drafting (ChatGPT, Copilot), digital workflows and tools.
Serve as the coordination point between the CEO, Board members, direct reports (CFO, COO, CLO, CPTO, CPO, MD-M&A Partnerships) and Business Management Project Management teams (under COO/CPTO) to ensure smooth, aligned communication and execution of strategic initiatives.
Track key priorities, goals and performance metrics, escalate issues and risks as appropriate.
Use tools such as Salesforce, Tableau, Microsoft Teams, SharePoint, Monday.com, ChatGPT and Copilot to streamline workflows and ensure visibility, accountability and transparency.
Design and execute "field days" and site visits for the CEO (and Co-Founders/Leadership Team as needed) in concert with Divisional leadership: define objectives, manage attendees, agenda, logistics and capture follow up actions into the business management engine.
Ensure the outcomes of visits are captured, translated into actionable items and tracked to completion.
Handle confidential materials (Board packets, private equity sponsor briefings, M&A documentation, executive strategy documents) with the highest discretion.
Maintain secure, version controlled document repositories, ensuring folders are current and access is appropriate.
Demonstrate curiosity and facility with generative AI tools, productivity automations and emerging workflows-- applying them to executive materials, meeting summarization and process automation.
Requirements
7+ years supporting C suite executives in fast moving, high complexity, multi stakeholder environments.
Track record of mastering complex calendaring, executive travel logistics, meeting production and board level material preparation.
Exceptional written and verbal communication skills--able to convert dashboards, analytics and operational reporting into executive narratives.
Comfortable working with data enabled materials (KPIs, dashboards) and using or learning productivity tools and AI-enabled workflows.
Preferred: Experience in financial services, consulting, wealth/advisory firms or a rapidly scaling operational environment.
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