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, highly visible role requiring exceptional judgment, discretion, and operational excellence.
The ideal candidate thrives in a fast-paced, high-expectation environment, brings elite attention to detail, and operates as a true extension of the executive. Events are the priority focus of this role, with executive and personal assistant responsibilities shared with the Executive Assistant. The role partners closely with the Marketing team, which leads CEO participation in company and industry events and related communications, to ensure the CEO’s calendar, travel, and commitments are seamlessly coordinated. This position demands a high degree of ownership, adaptability, trust, and responsiveness aligned with the CEO’s schedule, including evenings and weekends, and is best suited for someone energized by an always-on executive environment.
Responsibilities:
Event Planning (Priority Focus)
Build and maintain an annual calendar of CEO-hosted and CEO-attended events, in partnership with the CEO and Chief of Staff
Plan events end to end, from intimate gatherings to large-scale experiences and multi-day domestic and international trips
Design detailed itineraries covering activities, dining, transportation, and guest experience
Source, negotiate with, and manage venues, restaurants, travel partners, and on-the-ground coordinators
Manage guest lists, invitations, RSVPs, preferences, and follow-up
Own event budgets and contracts, execute on-site, and run post-event debriefs to build a repeatable playbook
Partner with Marketing on CEO involvement in company and industry events while Marketing leads event content, programming, and communications
Executive & Personal Support (Partnering with the EA)
Complex calendar management, expenses, and approvals, and provide coverage during absences or peak periods
Operate as a cross-trained team with the EA, so that either can cover the other’s executive and personal assistance responsibilities
Partner closely with senior leadership to ensure seamless execution of the CEO’s agenda, priorities, and external obligations
Personal and family logistics, including his personal calendar, reservations, and coordinating with family members on appointments and scheduling
Business and personal travel logistics, including flights, accommodations, ground transportation, itineraries, and real-time adjustments
Handle personal expenses, vendors, and administrative tasks with precision and discretion
Anticipate needs and resolve issues before they reach the CEO
Administrative & Operational Excellence
Handle expenses, approvals, and administrative workflows with precision, urgency, and sound judgement
Take detailed, accurate meeting notes and track follow-ups to completion
Manage highly sensitive and confidential information with the utmost…