Sells · 1 month ago
Senior Executive Assistant—Strategy & M&A
Sells is a middle-market investment bank and advisory firm seeking a Senior Executive Assistant to provide strategic support to the CEO and assist with corporate development and M&A activities. The role involves managing the CEO's calendar, coordinating meetings, supporting M&A efforts, and handling sensitive information with discretion.
Financial Services
Responsibilities
Capture and track CEO decisions, action items, and commitments to ensure execution across strategic initiatives and transactions
Manage and prioritize the CEO’s calendar, aligning time allocation with firm priorities and highest-value activities
Serve as a gatekeeper and thought partner on scheduling, anticipating needs, deadlines, and pressure points
Coordinate internal and external meetings, including leadership, client, and board-level engagements
Prepare agendas, briefing materials, and post-meeting action trackers; drive follow-through and accountability
Manage executive communications, including inbox triage, drafting routine correspondence, and escalating time-sensitive matters
Support M&A and corporate development efforts through diligence coordination, information tracking, and deadline management
Assist with preparation of transaction materials, presentations, and memoranda
Maintain deal trackers, timelines, and coordination across internal teams and external advisors
Support project management across firm initiatives, strategic priorities, and deal work streams
Coordinate cross-functional communication, remove bottlenecks, and ensure commitments are executed
Coordinate domestic travel, itineraries, and expenses with efficiency and foresight
Maintain organized records, systems, and documentation related to executive activity and transactions
Handle sensitive information with discretion, professionalism, and sound judgment
Represent the CEO and firm with maturity and credibility, exercising independent judgment while escalating appropriately
Qualification
Required
5+ years of experience as an Executive Assistant, with direct support to a senior C-suite executive (CEO, President, Founder, or equivalent)
Demonstrated ability to manage complex calendars, competing priorities, and high-volume communication streams
Experience working in confidential, high-stakes environments where discretion and judgment are critical
Strong project management skills with the ability to track multiple work streams and deadlines simultaneously
Exceptional written and verbal communication skills; able to draft clear, professional correspondence and materials
Proven ability to operate independently, anticipate needs, and solve problems without extensive direction
Detail-oriented with intuition toward execution and follow-through
Preferred
Prior experience supporting executives in professional services, finance, private equity, investment banking, consulting, or M&A-adjacent environments strongly preferred
High level of proficiency with Notion, Salesforce, Dial-Pad, Microsoft Office, and virtual meeting platforms strongly preferred
Benefits
Competitive base salary with performance-based bonus structure.
Transaction bonuses for qualifying roles, linked directly to deal value.
Access to mentorship and training from experienced industry professionals.
Clear growth pathway into elevated responsibilities and leadership roles.
Company
Sells
Sells is the middle-market investment bank and advisory firm people trust.
Funding
Current Stage
Early StageCompany data provided by crunchbase