Newly created senior post, targeting candidates who have previously supported an UHNW principal in financial services (Hedge Fund, PE). This role will be a key lieutenant to the CEO in managing broad aspects of the CEO's communications, personal office and personal matters. Responsibilities will be phased-in and include but not be limited to:
Hands-on management of day-to-day activities of the personal office including administrative staff
Execute for the CEO on relevant matters, supervise a group of team members, and project management
Personally handle sensitive projects and matters for the CEO; individual work on some group projects
Oversee family services team whose responsibilities include management of residences/households and property staff
Coordination with the Internal Accounting Team
Assist in managing philanthropic relationships and interactions with non-profit organizations and other affiliations
Work with and manage the Associate Director of Communications to oversee communications, events and special projects for the Office of the CEO
Prepare important trips / meetings (as needed) including local, domestic and international travel
Oversee the handling of routine legal matters including contracts, entity management and dispute resolutions if needed
Manage Office of the CEO recruiting and hiring efforts, coaching, performance
management, compensation, training and development, employee relations and exit plans if
needed. Set clear-cut goals and performance objectives and routinely provide feedback to team members.
Coordinate and monitor the relationship with and the services provided by current and future service providers
Support a comprehensive program to safeguard confidential information, preserve family privacy, mitigate operational risks and ensure personal safety
Selectively bring new ideas to the personal office through benchmarking, best practices and continuing education, as appropriate
Drive standardization of communication by team members to the CEO
Promote a positive image of the CEO by adhering to the highest level of professional standards and ethics
Adapt quickly in high pressure situations and act as an extension of the CEO in such situations
Anticipate needs of the CEO, follow-through to resolution and keep the CEO adequately informed of developments
Lead and drive other projects and initiatives as required with project management expertise
Qualifications & Experience:
Bachelor's degree or equivalent education required
Minimum of 10 years of relevant experience
Previous experience in a similar role within the Office of the CEO (e.g., Chief of Staff) or job relevant role
Must be a proven manager of a team and service providers. Possesses strong organizational, project and people management skills.
Proficiency in Microsoft Office products (Word, Excel and PowerPoint), Apple products and
Customer Relationship Management (CRM) systems
An experienced communicator, facilitator, mediator and navigator. Tactful in explaining ideas; easily packages and presents information based on individual preferences.
Effectively works at both the macro and micro level; hands-on approach but can also successfully delegate
Able to orchestrate relationships with multiple entities and personalities; keeps things on track, spots issues, maintains high level of quality control and protects interests of the CEO
Highly conscientious; can be relied upon to follow through on detailed projects and complex assignments
Mindful of rules, processes, procedures and standards without being paralyzed by them
Supportive team player; patient and results-oriented with high service orientation
Balanced ego, with ability to present opinions and recommendations in an objective and unbiased manner
Maintains confidentiality to the highest degree and discretion in all circumstances
Effective time management skills, organization and prioritization
Process-oriented and analytic with meticulous attention to detail and accuracy
Ability to perform in a fast-paced environment with the highest standards and a strong sense of urgency
Maintains confidence under pressure and when faced with challenging obstacles.
Demonstrates resilience and bounces back quickly in the face of adversity.
Expected compensation range for this role is approximately $300k-500k, depending on expereince.
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