CAIS is the leading alternative investment platform, providing financial advisors with streamlined access to private equity, hedge funds, structured notes, and more.
About the role
We are seeking a highly experienced, versatile team member to join the Founder/CEO’s team to plan and execute his full calendar of events and to support Executive Assistant and Personal Assistant work across his office. The CEO serves as both CEO of CAIS and Chairman of an external organization (Museum/Nonprofit), with associated board responsibilities. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
- 5+ years of experience combining event planning with executive and personal assistant support to a Founder, C-Suite, or HNW principal
- Proven record of planning complex, multi-vendor, multi-day events, including destination or international
- Refined taste and strong vendor relationships (or the ability to build them quickly), with budgeting and vendor negotiation skills
- Expert-level calendar, travel, logistics and time management skills, thrives in complexity and constant change
More about this role
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 at scale through a wide variety of alternative investment products and technology solutions. CAIS provides access to strategies including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.
We are seeking a highly experienced, versatile team member to join the Founder/CEO’s team to plan and execute his full calendar of events and to support Executive Assistant and Personal Assistant work across his office. The CEO serves as both CEO of CAIS and Chairman of an external organization (Museum/Nonprofit), with associated board responsibilities. Reporting to the Chief of Staff, this individual will work as a cross-trained partner with the existing Executive Assistant, fully versed in both executive and personal assistance, so that either can seamlessly cover the other. This is a mission-critical,...
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