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 1400 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 Revenue Officer (CRO) provides high-impact strategic administrative support at a late-stage pre-IPO company. As the CROs 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 organisation.

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 CRO and internal teams global clients and external partners acting as a force multiplier for the CROs leadership and impact.

You will maximise the effectiveness leverage and operating cadence of the CRO by managing priorities orchestrating global stakeholder engagement and ensuring flawless execution across internal and external commitments.

This is far more than a traditional Executive Assistant role. It is an opportunity to operate at the heart of a high-growth global revenue organisation spanning enterprise clients board-level stakeholders and cross-functional executive leadership.

You will combine exceptional organisation sound judgment commercial awareness and calm execution under pressure.

What Youll Own

Executive Leverage & Prioritisation

• Own the CROs calendar as a strategic asset ensuring time is allocated to the highest-value opportunities decisions and relationships.
• Anticipate competing priorities and proactively optimise schedules focus time and travel.

Global Stakeholder Management

• Serve as a trusted point of coordination between the CRO and senior internal leaders customers investors and board stakeholders.
• Ensure communication is timely polished and aligned.

Revenue Operating Rhythm

• Help run the cadence of the global revenue organisation including leadership meetings QBRs pipeline reviews planning sessions and offsites.
• Track decisions actions and accountability through to completion.

Executive Communications

• Prepare high-quality briefs presentations talking points and meeting materials for internal leadership clients and board audiences.
• Use AI tools and productivity platforms to increase speed and quality.

Travel & Global Execution

• Manage complex international travel across multiple regions with precision efficiency and contingency planning.

Special Projects

• Lead high-priority initiatives from the Office of the CRO improving processes decision velocity and organisational effectiveness.

Confidentiality & Judgment

• Handle highly sensitive commercial and people matters with maturity discretion and professionalism

Who You Are

• Extensive experience supporting C-suite leaders preferably in a high-growth late-stage startup finance or client-facing environment.
• Adaptable: Proven ability to operate effectively in fast-paced ambiguous and constantly changing environments with a calm solutions-oriented approach.
• Communication Pro: Exceptional written and verbal communication skills; adept at working with various personality types and leadership styles.
• Organised & Detail-Oriented: Meticulous attention to detail with the ability to prioritise multiple assignments and change direction quickly.
• Tech-Savvy: AI adopter and willingness to learn. Advanced proficiency with Google Workspace (Docs Sheets Slides) Slack Zoom and ideally Salesforce or similar CRM tools.
• Strategically Minded: Demonstrated sound judgement and executive presence with the ability to influence and push back thoughtfully when necessary.
• Collaborative: A team player who enjoys building community and working across international time zones to support a global mission.

Our Values

• Act Like an Owner - Think and operate with intention purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas experiences skill sets perspectives backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email text and social media. The imposters are creating misleading email accounts conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions please reach out to .