CAIS · 16 hours ago
Executive Assistant to Founder/CEO
New York City
Full-time
Hybrid
Mid, Senior Level
$115K/yr - $145K/yrCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors. They are seeking a highly experienced Executive Assistant to support the Founder/CEO in managing complex calendars, travel logistics, and board responsibilities, while maintaining operational excellence and confidentiality.
FinanceFinancial ServicesFinTechHedge FundsReal Estate Investment
Responsibilities
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
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
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
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
Provide personal assistance as needed, without detracting from core executive responsibilities
Qualification
Required
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
Preferred
financial services, fintech, or adjacent industries preferred
Foundational knowledge of the finance industry and basic financial terminology strongly preferred
Benefits
Generously subsidized healthcare with 100% employer paid dental and vision insurance
An employer matched retirement plan
Wellness programs
Generous PTO and parental leave
A flexible, hybrid in-office model
Company
CAIS
CAIS is a financial technology platform that provides independent wealth channels with access to alternative investments.
Founded in 2009
201-500 employees
H1B Sponsorship
CAIS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (5)
2023 (1)
2022 (3)
Funding
Current Stage
Growth StageTotal Funding
$406MKey Investors
Hamilton LaneReverence Capital PartnersEldridge Industries
2022-06-28Private Equity
2022-04-06Private Equity· $100M
2022-01-11Private Equity· $225M
Leadership Team
Matt Brown
Founder | CEO
Kan Kotecha
CTO
Recent News
2026-01-16
Company data provided by crunchbase