Executive

• Provides high-level administrative support, including managing calendars, scheduling meetings, and coordinating travel for senior staff;
• Manages correspondence including sorting and drafting emails, memos, and meeting/event materials;
• Prepares daily briefing materials and tracks follow-up items;
• Triages internal and external requests, ensuring timely, organized follow-up on key priorities;
• Maintains confidentiality and demonstrates discretion in handling sensitive materials and conversations;
• Keeps track of monthly expenses and receipts;
• Takes notes during internal and external meetings and convenings as needed;
• Supports team with administrative tasks as needed;
• Maintains CRM records and ensures timely data entry for events and contacts;
• Update web properties, including team updates, new blog posts, press releases, and reports;
• Manage and schedule social media platforms based on the Centers content calendar and in collaboration with internal comms teams

Executive Coordinator supporting leadership initiatives at Aspen Institute

Executive Coordinator

Executive Coordinator supporting the Center for Leadership with administrative tasks and external communication. Managing daily activities and collaborating with internal and external partners for impactful leadership.

• Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
• Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
• Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
• Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
• Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
• Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
• Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
• Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert

Senior Lead Wealth Management Banker advising high-net-worth clients

Senior Lead Wealth Management Banker – HNW, Executive Wealth Solutions

Senior Lead Wealth Management Banker advising high-net-worth clients and delivering customized banking solutions. Leading strategic initiatives across multiple business lines in wealth management.

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Executive Coordinator

Senior Lead Wealth Management Banker – HNW, Executive Wealth Solutions