Executive Operations Lead — Practice Management

Beacon Pointe; Metairie (LA); On-site; USD 90,000 - 130,000; Full time

Job summary

Beacon Pointe Advisors seeks a Practice Management Executive Operations Lead in Metairie, LA to partner with the Chief Practice Officer. This role blends executive support, project execution, analysis, and communication to advance priorities across the firm.

You will manage calendars, prepare briefing materials, drive BeaconOS initiatives, and coordinate with Learning & Integration, Finance, Technology, and Compliance while maintaining confidentiality and high judgment.

Qualifications

• Bachelor's degree and approximately 2-5 years of relevant experience in executive operations, project or program management, consulting, financial services, or a comparable role.
• Demonstrated ability to support a senior executive while independently owning substantive projects.
• Advanced Microsoft Excel skills and the ability to interpret business and financial information.
• Excellent PowerPoint and writing skills, with the ability to create polished, executive-ready materials from rough inputs.
• Strong organization and follow-through across multiple priorities, deadlines, stakeholders, and time zones.
• High judgment, discretion, maturity, and comfort working with senior leaders and confidential information.
• Ability to work in Beacon Pointe's Metairie office and travel periodically.

Responsibilities

• Manage the Chief Practice Officer's calendar, priorities, meeting cadence, travel, expenses, and preparation so time is focused on the firm's highest-value work.
• Prepare agendas, pre-reads, briefing notes, talking points, and follow-up materials for executive, board, department, regional, and office meetings.
• Anticipate information and decisions; capture commitments and drive timely follow-through.
• Handle confidential information and senior relationships with sound judgment and discretion.
• Maintain the department's operating rhythm, priorities, project plans, decision log, and accountability tracker.
• Drive execution of BeaconOS, regionalization, and office-performance improvement initiatives.
• Coordinate cross-functional work with Learning & Integration, Operations, Finance, Technology, Compliance, Marketing, and other partners; surface stalled decisions early.
• Translate direction from the Chief Practice Officer into practical workplans, owners, milestones, and communications.

Skills

Executive support

Project management

Communication

Excel

PowerPoint

Analysis

Discretion

Organization

Education

Bachelor's degree

Tools

Salesforce

Power BI

Job description

Beacon Pointe Advisors seeks a Practice Management Executive Operations Lead in Metairie, LA to partner with the Chief Practice Officer. This role blends executive support, project execution, analysis, and communication to advance priorities across the firm.

You will manage calendars, prepare briefing materials, drive BeaconOS initiatives, and coordinate with Learning & Integration, Finance, Technology, and Compliance while maintaining confidentiality and high judgment.