Executive Assistant/Chief of Staff to CEO of Renowned Investment Firm in Midtown

About

Our client, a leading financial services firm, is seeking a highly strategic Executive Assistant / Chief of Staff–type professional to support the CEO. This is a critical, high-impact role for someone who operates with precision and strong judgment, serving as a true extension of the executive. The position sits at the intersection of administrative excellence and strategic execution, requiring someone who brings structure, clarity, and rigor to a complex and fast-moving environment.

This is not a traditional Executive Assistant role. The CEO is looking for someone highly anticipatory, concise, and analytical—someone who understands not just how to manage a calendar, but why meetings matter, how they connect, and what should be prioritized. The right candidate will act as a true thought partner, working closely with the CEO to drive focus, streamline decision-making, and ensure time and attention are allocated effectively. This role requires a composed, detail-oriented individual who can synthesize information quickly, connect dots across conversations, and operate with a high degree of ownership and discretion.

Responsibilities

• Provide strategic, high-level support to the CEO, operating as a true right hand
• Own and manage a complex calendar with a focus on priorities, sequencing, and outcomes—not just logistics
• Evaluate meeting requests and proactively prioritize based on business impact
• Prepare concise briefings, materials, and summaries to support decision-making
• Track key initiatives, ensuring follow-ups, accountability, and execution across workstreams
• Connect information across meetings and stakeholders to provide clarity and continuity
• Anticipate needs and proactively address gaps in information, scheduling, and priorities
• Serve as a point of coordination across internal and external stakeholders at a senior level
• Bring structure and organization to the CEO’s day-to-day operations
• Maintain strict confidentiality and operate with sound judgment at all times

Requirements

• 10+ years of experience supporting senior executives, ideally in a strategic EA or EA/COS capacity
• Exceptional critical thinking skills with the ability to synthesize and prioritize complex information
• Highly detail-oriented with a precise and structured working style
• Strong judgment and the confidence to push on priorities when needed
• Excellent written and verbal communication skills; concise and thoughtful in approach
• Ability to operate independently and with a high degree of ownership
• Experience in financial services or a similarly rigorous environment strongly preferred
• Professional, low-ego, and team-oriented with a focus on outcomes over optics

Hours

8:00am–5:00/5:30pm + 24/7 availability as needed (executive is respectful of the assistant’s time)

Salary

$150,000–$250,000 base (DOE) + generous discretionary bonus + 100% covered health, dental, and vision + 401(k) with 4% match + unlimited PTO + additional comprehensive benefits

Benefits

• Unlimited paid time off
• Dental insurance
• 401(k) 4% Match
• Vision insurance
• 401(k) matching