Sr. Executive Assistant

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role The Executive Assistant to the Chief Client Officer (CCO) provides high-impact, strategic administrative support at a late-stage, pre-IPO company.

As the CCO’s primary partner, you will play a critical role in managing executive priorities, coordinating complex client-facing schedules, and ensuring effective communication across a rapidly evolving global organization. This role requires a proactive professional who thrives in a fast-paced environment and can balance technical administrative excellence with a high degree of "client-first" emotional intelligence. You will serve as a trusted liaison between the CCO and internal teams, global clients, and external partners, acting as a force multiplier for the CCO’s leadership and impact.

Addepar takes a market-based approach to pay.

Qualifications

, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

S. on their first day of employment.

What You’Ll Do

Strategic Calendar Travel Management: Provide comprehensive support, including complex internal/external calendaring across international time zones. Coordinate domestic and international travel (via tools like TripActions/Concur) with detailed itineraries and real-time adjustments Client Relations Liaison: Act as a strategic gatekeeper and primary liaison for the Executive Office. Contribute to the company’s reputation through professional, friendly, and respectful interactions with clients, board members, and investors Meeting Event Coordination: Plan and support executive-level meetings, leadership offsites, and client events.

Attend select meetings to capture notes, identify follow-up items, and ensure deliverables are met Cross-Functional Collaboration: Partner with the US-based leadership team and administrative community to improve communication, streamline processes, and drive office culture Communications Materials: Draft and prepare executive communications, presentations, and briefing documents. Use Google Slides/PowerPoint to refine and integrate existing presentations for client or board meetings Project Management: Support high-priority initiatives by tracking action items, managing special projects, and ensuring alignment across the client-facing organization Discretion Efficiency: Handle highly sensitive, confidential information with absolute professionalism.

Who You Are

Experienced: 6+ years of experience supporting C-suite leaders, preferabl