HealthEquity, Inc.

Sr. Executive Assistant & Business Partner to the CEO

HealthEquity, Inc.$99K — $129K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of experience as an Executive Assistant or similar role
  • Experience supporting a CEO or senior C-suite leader in a fast-paced environment
  • Strong calendar management and travel coordination skills
  • Excellent written and verbal communication abilities
  • Ability to handle confidential information with discretion
  • Proficiency in tools like Microsoft 365, Teams, Zoom, and AI productivity tools
  • Flexibility to manage urgent and changing priorities

Responsibilities

  • Own and manage the CEO’s calendar and priorities
  • Prepare the CEO for meetings with clear agendas and expected outcomes
  • Support the operating rhythm of the CEO office and track commitments
  • Build strong relationships as the point of contact for the CEO
  • Proactively plan and manage complex meetings and events
  • Coordinate all CEO travel arrangements seamlessly
  • Leverage technology to enhance productivity and office efficiency

Benefits

  • Medical, dental, and vision coverage
  • HSA contribution and match
  • Uncapped paid time off policy
  • Paid parental leave
  • 401(k) matching
  • Ongoing education and tuition assistance
  • Gym and fitness reimbursement
Full Job Description
Overview

How you can make a difference

 

HealthEquity is seeking an exceptional Executive Assistant & Business Partner to the CEO. This is a highly visible role supporting the CEO of a public company and serving as a trusted partner, operator, and force multiplier. This role is more than calendar management. The Executive Assistant will help the CEO stay focused on the company’s most important priorities by managing time, information, relationships, meetings, travel, follow-up, and executive office operations with precision and judgment. The ideal candidate is proactive, highly organized, discreet, and comfortable working in a fast-paced public company environment. You will partner closely with the CEO, Senior Leadership Team, Chief of Staff, Board members, and Investor Relations, serving as a face of the CEO’s office and reflecting the values of HealthEquity, while delivering with precision.

This role reports directly to the CEO and sits onsite at our headquarters in Draper, UT.

 

What you’ll be doing 

 

Manage the CEO’s Time and Priorities

  • Own and manage the CEO’s calendar, ensuring time is focused on the highest-value business priorities.
  • Review and prioritize meeting requests, recommend tradeoffs, and help protect time for strategic work.
  • Prepare the CEO for meetings by ensuring agendas, materials, context, and desired outcomes are clear.
  • Anticipate scheduling conflicts, urgent needs, and changing priorities; adjust quickly and professionally.
  • Help the CEO stay focused, organized, and prepared throughout the day, week, month, and quarter.

Run Executive Office Operations

  • Support the operating rhythm of the CEO office, including executive meetings, Board meetings, investor meetings, leadership offsites, company events, and key business reviews.
  • Track CEO commitments, follow-ups, decisions, and action items to ensure strong execution.
  • Partner with the Chief of Staff and senior leaders to coordinate agendas, pre-reads, meeting materials, and next steps.
  • Create simple systems, trackers, and workflows that improve how the CEO office operates.
  • Identify ways to reduce friction, improve communication, and increase executive effectiveness.

Support Board, Investor, and Public Company Activities

  • Coordinate logistics and preparation for Board meetings, committee meetings, investor meetings, earnings-related activities, and other public company events.
  • Partner with Legal, Finance, Investor Relations, Communications, and the Chief of Staff to ensure materials and timelines are well managed.
  • Handle sensitive and confidential information with discretion, including Board materials, financial information, organizational changes, and leadership decisions.
  • Maintain a high level of professionalism and confidentiality in all internal and external interactions.

Build Strong Executive Relationships

  • Serve as a trusted point of contact for the CEO with executives, Board members, investors, customers, partners, employees, and external advisors.
  • Build strong relationships across the Executive Leadership Team and administrative partner network.
  • Help route information, clarify ownership, and ensure timely follow-up across teams.
  • Draft or edit CEO communications as needed, including follow-up notes, meeting summaries, announcements, and internal messages.

Coordinate Meetings, Events, and Travel

  • Proactively plan and manage complex meetings, leadership sessions, offsites, customer meetings, Board-related events, and company events.
  • Own meeting logistics, including agendas, materials, attendees, rooms, technology, catering, transportation, and contingency plans.
  • Coordinate all CEO travel, and coordinate dependencies with other executive team members and their EAs to drive efficiency, including itineraries, briefing materials, expenses, and real-time changes.
  • Ensure meetings are well organized, purposeful, and focused on clear outcomes.

Create Leverage Through Tools and Process

  • Use technology, AI tools, and workflow automation to improve speed, organization, and productivity.
  • Improve systems for calendar management, meeting preparation, action tracking, document organization, and communication.
  • Support special projects for the CEO office that require coordination, discretion, and follow-through.
  • Look for practical ways to make the CEO and executive office more effective.

What Success Looks Like

 

You will be successful in this role if:

 

  • The CEO’s time is clearly aligned to the company’s most important priorities.
  • The CEO is consistently prepared for key meetings, decisions, and conversations.
  • Meetings are effective because of clear agendas, materials, outcomes, and follow-up.
  • Board, investor, executive, and external stakeholder interactions are coordinated.
  • Important commitments and action items are tracked and completed.
  • The CEO office runs with clarity, speed, trust, and professionalism.
  • The CEO views you as a true business partner and force multiplier.

What you will need to be successful

 

  • 8+ years of experience as an Executive Assistant, Senior Executive Assistant, Executive Business Partner, or Chief Executive Assistant.
  • Experience supporting a CEO, President, Founder, public company executive, or senior C-suite leader.
  • Experience supporting executives in a public, private equity-backed or other fast-paced, high-stakes environment.
  • Strong calendar management, travel coordination, meeting planning, and executive support skills.
  • Experience working with senior executives, Board members, investors, customers, partners, and confidential information.
  • Excellent written and verbal communication skills.
  • Strong judgment, discretion, and emotional intelligence.
  • Ability to manage competing priorities, move quickly, and stay calm under pressure.
  • Proficiency with tools such as Microsoft 365, Teams, Zoom, expense systems, board portals, and AI productivity tools. A strong inclination to use new tools to pursue continuous improvement.
  • Flexibility to support urgent needs, changing schedules, travel, and work across time zones.

Preferred Qualifications

  • Prior experience supporting the CEO of a public company.
  • Experience with Board meeting preparation, investor relations, earnings cycles, or public company governance.
  • Experience partnering with a Chief of Staff, General Counsel, Investor Relations, Corporate Communications, Finance, or People team.
  • Experience improving executive office processes, meeting cadences, action tracking, or administrative operations.
  • Bachelor’s degree or equivalent experience preferred.

 

#LI-Remote

This is a remote position.

Salary Range$99500.00 To $129500.00 / year Benefits & Perks

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:  

  • Medical, dental, and vision 
  • HSA contribution and match 
  • Dependent care FSA match 
  • Uncapped paid time off 
  • Paid parental leave 
  • 401(k) match 
  • Personal and healthcare financial literacy programs 
  • Ongoing education & tuition assistance 
  • Gym and fitness reimbursement 
  • Wellness program incentives 

 

Onboarding & Travel

This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations. 

 

This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.

 

About HealthEquity, Inc.

HealthEquity, Inc. is a leading provider of consumer-directed benefits solutions. The company's platform provides a range of tax-advantaged financial solutions for consumers to save for their healthcare and other financial goals. HealthEquity's solutions include health savings accounts (HSAs), flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), and other financial wellness products. The company serves more than 12 million accounts and has over $12 billion in assets under management. HealthEquity was founded in 2002 and is headquartered in Draper, Utah.
Learn more about HealthEquity, Inc.
Size
3,688 employees
Market Cap
$5.1 billion
Industry
Net Income
$3.2 million
Founded
2002
5 Year Trend
+33.5%
Revenue
$746.6 million
NASDAQ

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