Executive Assistant to Founder/CEO

CAIS • New York, NY

5d • $115,000 - $145,000 • Hybrid

About The Position

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 on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network 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. 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.

Requirements

• 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

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

Benefits

• CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits.
• CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 251-500 employees