Senior Executive Assistant

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success #DBDL:
Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

• Very competitive compensation
• Fully paid health, dental and vision insurance for employee, spouse and family
• Generous PTO
• 401k Plan
• Hybrid remote schedule for added flexibility
• Team events (minimum of monthly)

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

The Senior Executive Assistant is responsible for high-level administrative support to the Founder. This role will report to the Founder of Triad Partners. In addition to leading Triad, the Founder oversees the Experiences Team and Technology Division, and hosts his own podcast.

• Ensures work-life integration for the Founder
• Provides high-level administrative support and assistance to the Founder and/or other assigned leadership staff
• Manages complex schedules and coordinates meetings for the Founder
• Performs clerical and administrative tasks including drafting letters, memos, reports, and other documents for senior staff
• Arranges travel and accommodations for Founder and senior team
• Schedules and attends meetings on behalf of Founder as requested, taking minutes as needed
• Receives various incoming communication on behalf of Founder, reviews contents, determines importance, and summarizes and/or distributes contents to appropriate staff
• Performs office tasks including maintaining records and ordering supplies
• Exercises sound judgment and discretion in handling sensitive and confidential information
• Performs additional duties as assigned by executives

• Stays in constant communication with the Founder’s spouse to ensure proper work
  -life integration
• Coordinates family travel
• Communicates travel details to the Founder's spouse and provides weekly updates on family commitments and schedules

• Prepares agendas, takes notes, distributes action items, and follows up to ensure timely completion
• Prepares speaking notes for the Founder and prepares other media needs in coordination with House of Brands
• Coordinates…