Special Assistant to CEO, DriveWealth
$150-180k
More information about location
5 days a week in office
Cloud-based, API-driven brokerage infrastructure
Be an early applicant
Cloud-based, API-driven brokerage infrastructure
201-500 employees
Be an early applicant
$150-180k
More information about location
5 days a week in office
201-500 employees
Company mission
To make investing accessible to anyone, anywhere.
Role
Who you are
- The ideal candidate must be able to work well under pressure in a small company environment, and has a can-do attitude for any challenge or task presented
- Ability to be in the office 5 days a week, with flexibility to work early mornings, evenings, or weekends when required
- Exceptional proficiency in Gmail, Google Calendar, Google Slides, PowerPoint, and related productivity tools
- A proactive, forward-thinking mindset — always planning several steps ahead and anticipating needs
- A high degree of professionalism, with the ability to adapt to changing circumstances and execute with urgency
- Strong written and verbal communication skills, with an ability to craft clear and compelling executive communications
- Comfort balancing multiple priorities simultaneously while maintaining attention to detail
- Sound judgment, discretion, and the ability to handle confidential information with integrity
- A team-oriented mindset with the ability to work independently, while serving as a trusted partner to the CEO
What the job involves
- This role will support our CEO
- Own and manage the CEO’s complex and dynamic calendar, ensuring priorities are protected and time is maximized
- Proactively anticipate scheduling needs, resolve conflicts, and adjust plans in real time with discretion and judgment
- Plan, book, and manage all aspects of the CEO’s domestic and international travel, including flights, accommodations, ground transportation, and itineraries
- Ensure seamless logistics around business and personal commitments, enabling the CEO to remain focused on priorities
- Prepare materials, agendas, and briefings for critical meetings, board sessions, and company-wide events
- Attend meetings as needed to capture takeaways, track follow-ups, and ensure accountability
- Coordinate high-touch events and engagements, balancing professional and personal obligations
- Assist in refining and editing CEO communications, optimizing for tone, clarity, and accuracy
- Act as a trusted representative and key liaison between the CEO, leadership team, employees, and external stakeholders
- Maintain confidentiality and professionalism in all interactions
- Drive the smooth operation of the CEO’s office, managing documentation, workflows, and systems
- Anticipate needs several steps ahead and provide solutions before issues arise
- Identify opportunities to improve processes, optimize time, and enable the CEO to operate at peak effectiveness
- Support high-impact projects, research, and preparation of presentations as needed
- Partner with the CEO to ensure follow-through on key initiatives and organizational priorities
- Balance day-to-day execution with long-term strategic alignment
Our take
Robo-advisory products and fractional share trading have expanded the investment industry's reach, attracting a broader audience than ever before. This shift has necessitated a redesign of the fintech industry's infrastructure to support the growing demand for accessible and efficient investment options.
DriveWealth plays a pivotal role in this transformation by developing APIs that serve over 100 global fintechs, challenger banks, and digital wallets. Its infrastructure enables seamless robo-advisory services and fractional share trading, giving retail investors access to the US markets and offering innovative stock reward programs. Among its partners are notable companies like Revolut, MoneyLion, and Hemista.
As the company continues to grow, it remains focused on scaling its business by enhancing its technology stack, pursuing strategic acquisitions, and expanding its team. And is well on its way to its ultimate goal of providing tools that empower companies to create investment products that are both accessible and convenient for everyone.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Aug 2021
$450m
SERIES D
Oct 2020
$56.7m
SERIES C
Total funding: $552.8m
Company benefits
- Health & wellness packages: We’ve built our benefits offering as a holistic package. We provide multiple health insurance carrier options and plans (medical, dental, vision) with access to HSA and/or FSA tax savings tools. We also provide income protection including life insurance, AD&D, short- and long-term disability, as well as extended coverage resources such as fertility benefits and mental wellness resources
- Vacation & time off: To build a successful organization, employees need time away to rest and recharge, so we provide paid time off including paid holidays and unlimited vacation time. We also strongly believe in work-life balance and, therefore, offer fully remote and hybrid work positions based on role requirements
- Professional developmnet: We believe one of the greatest contributions we can make is investing in our employees’ professional development. Therefore, we offer financial support toward continuing education courses, academic coursework, professional conferences, earning professional certifications, and membership fees to professional organizations
Company HQ
Colgate Center, Jersey City, NJ
Leadership
Robert S. Cortright
(Founder)Co-founded FX Solutions (acquired by Francisco Partners) in 2001 and served as CEo for 9 years. They also co-founded En-to-End Technology Projects in 2008.
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