A privately held, rapidly growing, and forward-thinking wealth management advisory firm serving ultra-high-net-worth clients is seeking a highly organized, proactive, and intellectually curious Strategic Initiatives Associate to partner closely with the Chief Marketing Officer in driving key marketing and business priorities. The firm is widely recognized as an industry leader, with a national presence, 800+ employees, and a strong trajectory of continued growth.
This is NOT a traditional administrative role—it is a high-impact, force-multiplier position designed for someone who thrives in a dynamic environment and enjoys operating at the intersection of strategy and execution. You will serve as a trusted partner and extension of the CMO, helping to create focus and momentum by prioritizing initiatives, driving follow-through, and bringing structure to complex, fast-moving work. This role sits at the center of the firm’s growth, brand evolution, and client experience transformation, offering meaningful exposure and the opportunity to make a visible impact.
Position REQUIRES a bachelor’s degree and 3–5 years of experience supporting a senior executive in a role such as Executive Assistant, Chief of Staff, or similar AND experience working closely with the Chief Marketing Officer, creative teams and outside marketing agencies. You are detail-oriented, resourceful, and take ownership—someone who anticipates needs, solves problems, and elevates the work of those around you.
Salary 90K plus bonus, comprehensive benefits. Fully remote in the U.S. (with option to work in any office location if preferred), opportunity for professional development and growth!
RESPONSIBILITES:
Executive Enablement & Prioritization
- Create and protect space for the CMO to focus on strategic priorities
- Triage and manage communications (including email) based on context and importance
- Act as a proxy in prioritizing initiatives, requests, and opportunities
Initiative Management & Alignment
- Drive preparation, alignment, and follow-through across key initiatives
- Translate ideas into structured plans, timelines, and actions
- Coordinate across teams to ensure progress and accountability
Meeting & Decision Support
- Prepare agendas, briefing materials, and pre-reads for critical meetings
- Capture decisions, insights, and next steps, ensure follow-through
- Improve the quality and effectiveness of leadership meetings
Information Flow & Systems
- Build systems to organize priorities, surface key insights, and reduce noise
- Synthesize information across conversations and workstreams into clear actions
- Maintain visibility into interdependencies across projects
ABOUT YOU:
- Bachelor’s degree required
- 3 - 5+ years of relevant professional experience supporting senior executives in an executive assistant, chief of staff, or executive support role
- Experience working closely with Chief Marketing Officer, or marketing team
- Experience with the management of marketing and creative initiatives, and working with creative teams and outside agencies.
- Proven ability to operate in a fast-paced, high-growth, and complex environment
- Exceptional organizational, analytical, and problem-solving skills
- Strong communication skills, with the ability to influence and build consensus
- Systems thinker who brings structure to complexity
- Proven ability to work both independently and collaboratively
- High integrity, strong judgment, and discretion
EQUAL OPPORTUNITY EMPLOYER