Executive Business Partner & Operations Architect

Whole Assistant LLC; Cleveland (OH); On-site; USD 80,000 - 100,000; Full time

Job summary

Whole Assistant LLC is seeking an Executive Business Partner to act as the trusted right hand to a successful financial advisor. This role goes beyond a traditional assistant, demanding self-motivation, sound judgment, and autonomy in managing both business and personal operations.

You will protect the executive's time, optimize operations, and drive follow-through, creating systems and processes that scale with the business and client needs.

Qualifications

• 5+ years supporting senior executives or business owners.
• Ability to operate independently and make decisions with confidence.
• Flexibility to adjust working hours, including early mornings/evenings/events.
• Strong organizational, project management, and prioritization skills.
• Exceptional written and verbal communication abilities.
• Experience managing complex calendars, travel, and competing priorities.
• CRM experience is required; financial services background is a plus.

Responsibilities

• Manage principal's calendar, priorities, and scheduling; reroute non-essential tasks.
• Develop knowledge of financial operations to provide operational support as needed.
• Triage and manage email communications with timely follow-up.
• Coordinate travel logistics and itineraries.
• Maintain CRM systems to support client relationships and events.
• Prepare materials, coordinate meetings, and support special projects.

Skills

Independent decision-making

Calendar management

Communication skills

Project management

Discretion & confidentiality

Emotional intelligence

Time management

Prioritization

Education

Experience with senior-level support

Tools

CRM software

Job description

Whole Assistant LLC is seeking an Executive Business Partner to act as the trusted right hand to a successful financial advisor. This role goes beyond a traditional assistant, demanding self-motivation, sound judgment, and autonomy in managing both business and personal operations.

You will protect the executive's time, optimize operations, and drive follow-through, creating systems and processes that scale with the business and client needs.