About the Role
This role is responsible for enabling executive effectiveness through strategic communication, data-driven insights, and rigorous project management, ensuring leadership remains aligned, informed, and focused on key priorities.
Responsibilities
- Create and refine high-impact presentations, dashboards, and briefing materials for executive forums and recurring leadership meetings.
- Deliver finished reports and slides that require little to no revisions and consistently meet senior leadership expectations.
- Simplify complex financial and operational data into clear, narrative-driven summaries for executive consumption.
- Maintain accuracy, structure, and strategic alignment across all materials presented to leadership.
- Ensure executives are informed, prepared, and aware of upcoming priorities and potential challenges.
- Draft and manage internal communications for leadership, including firmwide messages and stakeholder updates, ensuring clarity and consistency.
- Track key initiatives, action items, deadlines, and unresolved issues to ensure accountability and follow-through.
- Proactively identify and escalate risks, delays, dependencies, and critical issues requiring leadership attention.
- Coordinate information sharing across multiple teams and stakeholders to maintain timely and accurate updates.
- Support strategic projects with project management functions such as milestone tracking, status reporting, and risk assessment.
- Ensure strategic initiatives remain on track with leadership goals, translating them into measurable outcomes and clear roadmaps.
- Help prioritize tasks and manage competing demands to keep leadership focused on high-impact activities; collaborate with administrative partners on scheduling and follow-ups.
- Lead change management efforts for major initiatives, including stakeholder engagement, communication planning, and tracking adoption.
- Monitor performance metrics and progress toward strategic goals to inform decision-making.
- Analyze operational and financial data to identify trends, risks, and opportunities for leadership consideration.
- Develop and maintain dashboards and reporting tools that keep leadership informed and proactive.
- Lead preparation for leadership meetings, offsites, and Town Halls, including agendas, pre-reads, and presentation materials, in coordination with administrative partners.
- Document and distribute structured meeting notes with clear action items and owners.
- Standardize reporting formats, templates, and meeting rhythms to enhance consistency and efficiency across the organization.
- Act as a central coordination point for leadership requests, information needs, and cross-team updates.
- Ensure information is shared accurately, consistently, and efficiently throughout the firm.
- Build and maintain strong relationships with internal leaders and stakeholders across departments and business units.
Benefits
- Competitive base salary
- Discretionary bonus
- 401K
- Generous paid time off
- Benefits
- Wellness program
Compensation
Competitive base salary with discretionary bonus
Work Arrangement
Remote work
Team
Reports to the Managing Partner, Head of Client Strategy, Head of Growth, and Head of Talent
Other
- Full-time position
- Remote work
- Equal opportunity employer
- No unsolicited resumes or referrals accepted from staffing agencies
No
