Executive Assistant

AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth and investment advisory firm partnering with the world's most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn't just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It's the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you're committed to making wealth worth more through enduring partnership, we want you to join us.

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Job Description

We are seeking a highly capable, emotionally intelligent, and forward-thinking Executive Assistant to support two executives within our Wealth Management group. This position requires exceptional judgment, organization, and discretion, as well as the ability to think several steps ahead and operate with minimal direction once priorities are understood. The ideal candidate will serve as a strategic partner - not just an executor - ensuring operations run smoothly while protecting and maximizing executive bandwidth.

Job Responsibilities

* Manage a complex and dynamic calendar, prioritizing meetings, travel, and client engagements with foresight and attention to detail.

* Anticipate needs, proactively address conflicts, and smooth logistical or administrative friction before it reaches the executive.

* Maintain and organize key contact lists, communications, and follow-ups across multiple systems (Salesforce, Outlook, Excel).

* Prepare presentation materials, track priorities and tasks, and help ensure consistent progress against strategic goals.

* Support relationship management - including clients, COIs, and firm leadership - with professionalism and a high EQ.

* Coordinate travel logistics, meeting briefs, and itineraries, ensuring thorough preparation for each engagement.

* Maintain confidentiality, exercise good judgment, and navigate sensitive information with discretion.

* Assist with event planning and client hospitality (dinners, conferences, speaking engagements) and collaborate with Marketing and other internal teams.

* Serve as a gatekeeper and liaison - managing inbound requests, ensuring executive focus, and keeping communication channels efficient.

* Keep the executive organized through consistent updates, to do tracking, and process oversight.

Qualifications

* Bachelor's degree preferred.

* Minimum of 10 years' experience supporting a senior executive, ideally in financial services, wealth management, or a client centric professional environment.

* Proven success managing priorities in a fast paced, high stakes setting.

* Strong written and verbal communication skills, with the ability to draft professional correspondence and summarize information clearly.

* Technical fluency. Proficiency with Microsoft Office (Excel, PowerPoint, Outlook) and strong ability to quickly learn tools such as Salesforce.

Who Will Thrive in This Role

Someone who takes initiative, protects priorities, and enjoys being the steady force behind an executive who moves quickly and leads at a high level. You're confident managing up, detail oriented without losing sight of the bigger picture and committed to keeping things running smoothly - even when the pace is demanding.

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. The range for this role is $100,