We are seeking a highly organized, proactive, and discreet Executive Assistant to support CAIS's Head of Fund Sales. This is a high-visibility role at the center of our fund-sales organization, requiring sound judgment, exceptional attention to detail, and the ability to operate calmly and effectively in a fast-paced environment. The Executive Assistant will serve as a trusted extension of the Head of Fund Sales-protecting time, driving follow-through, and ensuring internal and external interactions are thoughtfully coordinated. The ideal candidate is energized by a commercial organization, enjoys bringing order to complexity, and anticipates needs before they arise.
ResponsibilitiesExecutive Support & Calendar Management- Own and strategically manage a complex calendar across internal leadership meetings, asset-manager partner meetings, advisor and wealth-firm engagements, conferences, and travel.
- Prioritize and protect the Head of Fund Sales' time; identify conflicts, preparation gaps, and opportunities to consolidate meetings or improve the operating cadence.
- Coordinate meeting preparation, including agendas, attendee details, briefing materials, and clear next steps.
- Draft or coordinate correspondence and follow-up on behalf of the Head of Fund Sales, using excellent judgment and a polished, relationship-focused tone.
- Manage expenses, approvals, and administrative workflows accurately and promptly.
- Handle sensitive information with discretion and serve as a professional gatekeeper and point of contact for internal and external stakeholders.
Sales Organization & Relationship Coordination- Partner with Fund Sales leadership and cross-functional teams to support the team's operating rhythm, including leadership meetings, planning sessions, offsites, and regular business reviews.
- Track priority follow-ups, commitments, and action items; help ensure decisions and deliverables move forward on schedule.
- Coordinate high-priority client, advisor, wealth-firm, and asset-manager meetings, including attendee logistics, briefing materials, and post-meeting follow-up.
- Work as the liaison between fund sales team and other parts of the organization to coordinate client-facing meetings when needed
Travel, Events & Logistics- Manage end-to-end domestic travel and logistics, including air, hotel, ground transportation, itineraries, meeting locations, and real-time adjustments.
- Coordinate logistics for CAIS-hosted events, industry conferences, team offsites, and select client or partner engagements involving the Head of Fund Sales.
Operational Excellence- Bring structure to a fast-moving sales environment through strong organization, thoughtful process, and consistent follow-through.
- Maintain orderly records, shared materials, and administrative processes so priorities and relevant context are easily accessible.
- Identify ways to improve workflows and reduce administrative friction across the Fund Sales organization.
- Provide coverage for other Executive Office needs, as appropriate.
Qualifications- Bachelor's degree preferred.
- 3+ years of experience supporting a senior executive, commercial leader, or high-performing team in a fast-paced environment; financial services, asset management, wealth management, fintech, or a related industry is strongly preferred.
- Demonstrated experience managing complex calendars, travel, expenses, events, and executive-level correspondence.
- Exceptional organizational and prioritization skills, with a demonstrated ability to manage multiple competing priorities without losing attention to detail.
- Strong written and verbal communication skills and the confidence to interact professionally with senior executives, clients, advisors, and asset-manager partners.
- High degree of discretion, emotional intelligence, sound judgment, and professionalism.
- Proactive, resourceful, and solutions-oriented; able to anticipate needs and work independently while staying closely aligned with stakeholders.
- Advanced proficiency in Microsoft Office, including Outlook, Excel, PowerPoint, and Teams; familiarity with Salesforce or other CRM systems is preferred.
- Availability to work from CAIS's New York City office approximately four days per week, with flexibility around travel, events, and occasional needs outside standard business hours.
What Success Looks Like- The Head of Fund Sales is consistently prepared, focused on the highest-value priorities, and able to move efficiently between internal and external commitments.
- Key sales relationships, meetings, and follow-ups are coordinated with polish and without administrative friction.
CAIS' compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $X - $X. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.
CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.
