
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
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501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
• Manage complex, high-volume calendars aligned to strategic priorities. • Orchestrate leadership cadence (staff meetings, 1:1s, product reviews, offsites, board prep). • Prepare decision-ready materials (agendas, pre-reads, presentations) and track follow-ups. • Draft and edit executive communications and internal messaging. • Coordinate travel, expenses, and day-to-day executive operations with precision. • Coordinate cross-functional initiatives across Product, Wealth Solutions, and Operations. • Track milestones, risks, and dependencies; proactively resolve issues. • Maintain visibility into key priorities through dashboards and reporting. • Provide perspective on continuous process improvements to increase efficiency and accountability. • Partner with Product, Advisor Services, Finance, Compliance, IT, and Operations. • Align stakeholders on priorities, deliverables, and timelines. • Support onboarding coordination and internal communications across CCS. • Assist in execution of firm-wide and CCS-specific initiatives. • Lead logistics for leadership meetings, offsites, and external engagements. • Ensure high-quality hybrid meeting execution (technology, materials, coordination). • Support advisor/client events and leadership forums. • Coordinate board materials and meeting preparation as needed. • Oversee administrative workflows, vendor coordination, and executive operations. • Introduce scalable processes, tools, and automation (reporting, communications, onboarding). • Maintain strong organization, documentation, and follow-through. • Improve visibility, efficiency, and consistency across CCS processes. • Coordinate administrative support resources and establish execution standards. • Promote responsiveness, professionalism, and service excellence. • Foster a culture of accountability, detail orientation, and continuous improvement.
• Bachelor’s degree (or equivalent experience) • Minimum 6 years in executive support, program management, or a hybrid role • Experience supporting senior executives (C-suite preferred) in fast-paced environments • Demonstrated success managing cross-functional projects and competing priorities • Proven and strong communication skills (verbal, written, presentation) across all levels, including executive-level • Advanced Microsoft 365 skills (Outlook, Teams, PowerPoint, Excel, SharePoint) • Highly organized, proactive, and detail-oriented with strong follow-through • Ability to handle confidential information with discretion • Strategic thinking with strong execution discipline • Prioritization, problem-solving, and decision support • Process improvement and operational mindset • Ability to influence and collaborate across functions
• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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