Executive Assistant to President & Co‑Chief Investment Officer

Position: Executive Assistant to the President & Co‑Chief Investment Officer
Sage Advisory Services is seeking an experienced Executive Assistant to provide high-level administrative and operational support to the firm’s President and Co-Chief Investment Officer. This role requires strong judgment, discretion, and the ability to manage complex priorities in a fast-paced investment advisory environment.

Key Responsibilities

• Provide comprehensive executive support to the President and Co-CIO

• Manage complex calendars, scheduling internal meetings, investment discussions, and external engagements

• Prepare meeting materials, agendas, and executive briefing documents

• Coordinate domestic and international travel arrangements

• Serve as a primary point of contact for internal teams and external stakeholders

• Screen, prioritize, and respond to executive communications

• Coordinate meeting logistics and follow-up actions

• Handle confidential and sensitive information with professionalism and discretion

• Support expense reporting, documentation, and special projects as needed

Qualifications

• 5+ years of experience supporting senior executives, preferably in financial services, investment management, or professional services

• Strong organizational and time-management skills with high attention to detail

• Excellent written and verbal communication skills

• Demonstrated discretion, judgment, and professionalism

• Ability to manage multiple priorities in a dynamic executive environment

• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and virtual meeting platforms

• Bachelor’s degree preferred or equivalent professional experience

Compensation Range

Annual Salary: $75,000 – $100,000, commensurate with experience and qualifications

Annual Bonus:
Consideration for an annual bonus beginning after the first year of employment

Benefits

• Medical, dental, and vision insurance

• 401(k) with employer contribution

• Paid time off and company holidays

• Professional development opportunities

• Hybrid or flexible work arrangements, as applicable

Reporting Relationship

Reports directly to the President and Co-Chief Investment Officer

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