Executive Business Partner

Job Description

Executive Business Partner | WealthPlus

The Tone:
This is a full-time role at WealthPlus, located in New York City, NY. WealthPlus builds a unified platform for employee financial wellness and benefits management, allowing organizations to create customized benefit programs tailored to their specific goals. This role serves as the trusted right hand to the CEO, ensuring their day-to-day operations and a wide range of professional and personal priorities run smoothly. Joining WealthPlus means contributing to the future of wealth and workplace technology.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $90000–$110000 yearly
• Team: Office of the CEO, reports to the Chief Executive Officer
• Mission: This person solves for the CEO’s efficiency and seamless operation by anticipating needs and managing a wide range of priorities.
• Tech Stack: Microsoft 365 (Outlook, Word, Teams)

What You’ll Actually Do
• CEO Support: Act as the CEO’s right hand by anticipating needs, managing competing professional and personal priorities, and ensuring smooth daily operations.
• Communication Management: Oversee the CEO’s inbox and communications, including screening, drafting, and responding to correspondence on their behalf.
• Financial & Records Management: Handle expense reporting, reimbursements, and maintain organized digital and physical filing systems for the CEO.
• Office Operations: Ensure the smooth functioning of the office environment, including managing supplies, greeting guests, and coordinating with vendors and building management.
• Project Coordination: Lead and support various ad hoc projects for the CEO and collaborate with the Chief of Staff on day-to-day coordination and cross-functional follow-through.

The Must-Haves
• Background: Entry-Level. Recent graduate with the drive and organizational capabilities to grow into the role.
• Experience: Proven ability to manage a complex executive calendar, competing priorities, and coordinate with finance for expense reconciliation.
• Skills:
• Exceptional written communication for drafting executive correspondence.
• High degree of discretion and sound judgment when handling confidential and sensitive information.
• Proficiency in Microsoft 365 (Outlook, Word, Teams) and comfort adopting new tools quickly.
• Ability to operate proactively and autonomously, anticipating needs and driving tasks to completion without close oversight.
• Bonus:
• Familiarity with fintech.
• Prior experience coordinating both professional and personal logistics for an executive.
• Experience managing office operations, vendor coordination, or supply ordering.