We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

POSITION OVERVIEW

We are seeking a highly organized, proactive, and discreet Executive & Personal Assistant to support the CEO of StepStone Private Wealth. This hybrid role combines high-level executive support with select personal assistance responsibilities to ensure the CEO’s professional and personal priorities are executed seamlessly. Based in our Charlotte office, this role requires exceptional judgment, flexibility, and a service-oriented mindset.

ESSENTIAL JOB FUNCTIONS:

• Provide high-level administrative support to the CEO, including calendar management, travel coordination (domestic and international), and meeting logistics
• Assist with personal event planning and logistics (e.g., dinners, celebrations, travel itineraries)
• Serve as a gatekeeper and trusted liaison for both professional and personal matters, maintaining professionalism and confidentiality at all times
• Prepare and edit correspondence, presentations, and reports using Microsoft Office Suite (advanced proficiency in PowerPoint, Word required)
• Coordinate and manage logistics for board meetings, investor events, and internal leadership offsites
• Assist with onboarding of senior hires and coordination with HR and IT for executive-level needs
• Track and manage expense reports, reimbursements, and vendor communications
• Support special projects and strategic initiatives as directed by the CEO
• Anticipate needs and proactively address scheduling conflicts, priorities, and follow-ups
• Coordinate personal appointments, travel, and errands as needed
• Manage household vendor communications and scheduling (e.g., maintenance, deliveries)
• Handle confidential personal matters with discretion and professionalism
• Maintain a running list of personal to-dos and proactively manage follow-ups.
• Maintain a high degree of confidentiality across all responsibilities.
• Provide occasional support for family-related logistics (e.g., school forms, travel coordination).

EDUCATION AND/OR WORK EXPERIENCE REQUIREMENTS:

• Minimum 5 years of experience as an Executive Assistant supporting C-suite executives, preferably in financial services or private wealth management
• Exceptional organizational skills and attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines in a dynamic environment
• Discretion and sound judgment in handling sensitive information
• Bachelor’s degree preferred

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Experience in a client-facing or investor relations environment
• Familiarity with compliance and marketing workflows in financial services
• Demonstrated ability to work independently and collaboratively across departments
• Flexibility for occasional after-hours or weekend support
• Comfort with managing both digital and physical filing systems for personal and professional documents
• Experience supporting executives in both corporate and personal capacities

#LI-Hybrid

At StepStone, we believe that our people are our most important asset and crucial to our success.  We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure.  Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.  

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Developing People at StepStone