Executive Assistant to President
Wealth Management Firm
JOB ID: EB-7703274103
Executive Assistant to President & Head of Advisor Growth and Engagement
Executive Assistant Jobs Scottsdale AZ offer a high-impact opportunity to support senior leadership within a growing wealth management platform. This Executive Assistant role supports the President & Head of Advisor Growth and Engagement and is designed for a polished, client-facing professional who operates as a true extension of an executive.
You will manage a complex, ever-changing schedule, coordinate high-level meetings, and represent both the executive and firm with professionalism and discretion. This is an ideal opportunity for an experienced Executive Assistant seeking visibility, ownership, and long-term growth in a dynamic environment.
COMPANY
Confidential
LOCATION
Scottsdale, AZ
HOURS
4 days in office
Flexibility required based on executive travel and evolving schedule
POSITION
Executive Assistant to President & Head of Advisor Growth and Engagement
ATTRACTIVE FACTORS
• High-visibility role supporting senior executive leadership
• Opportunity to operate as a true right hand and strategic partner
• Exposure to a rapidly growing wealth management platform
• Ability to build processes and influence internal operations
• Collaborative, positive, and high-performing team culture
KEY RESPONSIBILITIES
• Manage a complex, high-volume calendar with shifting priorities and time-sensitive changes
• Coordinate internal and external meetings, ensuring seamless logistics and preparation
• Serve as a polished, client-facing representative of the executive and firm
• Arrange detailed travel itineraries, including last-minute adjustments when needed
• Anticipate needs, proactively manage priorities, and remove friction from the executive’s day
• Support team initiatives, events, and cross-functional coordination
• Build, refine, and optimize administrative and operational processes
• Maintain consistent communication and alignment with the executive and key stakeholders
TOP KEYS FOR CLIENT
• 5–10 years of experience supporting senior leadership (C-suite preferred)
• Strong executive presence with polished, client-facing communication skills
• Highly proactive with a strong sense of anticipation and ownership
• Ability to manage multiple personalities and competing priorities
• Flexible, adaptable, and comfortable with changing schedules
• Exceptional organizational and communication skills
• Bachelor’s degree required
• Experience in finance or wealth management is a plus
This opportunity is ideal for candidates seeking Executive Assistant Jobs in Scottsdale AZ, Senior Executive Assistant roles, or positions within wealth management and financial services. The role offers direct exposure to executive decision-making, client interaction, and operational strategy, making it a strong fit for professionals looking to grow into a long-term strategic partner.
