Executive Assistant to Founder/CEO

CAIS; New York (NY); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Generously subsidized healthcare with

Employer-matched retirement plan

Wellness programs

Generous PTO and parental leave

Job summary

CAIS, a leader in democratizing access to alternative investments, seeks an experienced Executive Assistant to support the Founder/CEO in both CAIS and external board roles. The role requires elite calendar management, travel logistics, and high discretion in a fast-paced environment.

Work closely with another EA, coordinate with senior leadership, and maintain critical executive data in Salesforce. This hybrid NYC role demands availability outside standard hours and strong financial industry

Qualifications

• Bachelor’s degree required.
• Experience supporting Founder-level or C-Suite executives in fast-paced environments; financial services/fintech preferred.
• Expert-level calendar, travel, logistics, and time management.
• Strong judgment, discretion, and handling highly sensitive information.
• Independent worker who anticipates needs and executes with minimal direction.
• Exceptional organizational, prioritization, and execution skills.
• Strong interpersonal and communication skills.
• Proficiency with Microsoft Office and CRM systems preferred.
• Office in NYC ~4 days per week with flexibility beyond hours.
• Familiarity with finance industry terminology is a plus.
• Experience integrating AI tools (ChatGPT, Claude, Copilot) into workflows.

Responsibilities

• Strategically optimize the CEO’s time across internal, external, and board commitments.
• Support board management for external Chairman role, including scheduling and materials prep.
• Coordinate with senior leadership to execute CEO agenda and obligations.
• Anticipate conflicts and prepare follow-ups to ensure resolution.
• Oversee end-to-end travel logistics and events for CEO and stakeholders.
• Plan internal/external events, board meetings, conferences, and CEO-hosted events.
• Handle expenses, approvals, and workflows with precision.
• Take detailed meeting notes and track follow-ups to completion.
• Maintain confidential information with utmost discretion.
• Represent the CEO professionally as gatekeeper and contact point.
• Maintain Salesforce meeting intelligence for CEO readiness.
• Coordinate with Communications/Marketing for external engagements.

Skills

Calendar management

Executive support

Discretion

Communication

CRM (Salesforce)

MS Office

AI tools integration

Travel logistics

Education

Bachelor's degree

Tools

Salesforce

PowerPoint

Excel

Job description

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.

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 skills
• Clear, concise written and verbal communication skills
• Structured, strategic thinker with the ability to break complex situations into actionable steps
• Advanced working knowledge of Microsoft Office (including Excel and PowerPoint), and experience maintaining CRM’s (Salesforce preferred)
• Availability to work from CAIS’ NYC office ~4 days per week, with flexibility to support the CEO outside standard business hours as required
• Foundational knowledge of the finance industry and basic financial terminology strongly preferred
• Applied AI Execution: Demonstrated experience integrating generative AI tools (such as ChatGPT, Claude, Copilot,) into daily workflows.

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $90,000 - $115,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.

• Generously subsidized healthcare with 100% employer paid dental and vision insurance.
• An employer matched retirement plan.
• Wellness programs.
• Generous PTO and parental leave.

Additionally, CAIS offers a flexible, hybrid in‑office model; for most roles, we do require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.