Private Office Jobs in Usa

What Makes This Role Exceptional

This is far more than standard executive support—it’s strategic partnership at the highest level. As the Executive Assistant to the CEO of an ultra-exclusive family office in Irvine, CA, you are entrusted to understand the CEO’s vision, anticipate operational needs, and be the force multiplier ensuring seamless execution—both strategically and tactically.

Key Responsibilities

• Strategic & Tactical Execution: Lead high-impact initiatives while managing detail-rich tasks, ensuring every action aligns with the CEO’s overarching goals.
• Proactive Anticipation: Identify and resolve potential issues before they arise, ensuring smooth operations and allowing the CEO to focus on only what they can do.
• Dynamic Coordination & Filtering: Manage a complex calendar and communications flow with discretion, clarity, and precision.
• Executive Travel Orchestration: Oversee every tier of travel logistics—from ultra-premium arrangements (private jets, real-time itinerary updates, private staff coordination) to streamlined business-class travel and monthly recurrence trips.
• Event & Off-Site Leadership: Plan and coordinate high-level events, retreats, or personal gatherings—either solo or in partnership with event teams.
• Project Overflow Management: Take ownership of the CEO’s overflow tasks—delivering both routine and strategic outcomes.
• Personal & Household Logistics: Seamlessly shift between executive-level responsibilities and personal support—whether that’s preparing a briefing, arranging a meal, or booking a flight.
• Operational Agility: Adapt effortlessly—executing both polished presentations and granular operational details as needs shift.

Core Skills & Proficiencies

Hard Skills

• Advanced user of PowerPoint, Word, Outlook—comfortable supporting high-stakes presentations and communications
• Highly proficient in Excel for reports and data management, without needing complex macros
• Skilled with Zoom, Microsoft Teams, WebEx—confidently managing executive communications, town halls, and board sessions
• Tech fluent on both Mac and PC, with practical troubleshooting abilities
• Experienced with expense systems like Concur (or equivalents)
• Familiar with collaboration platforms: SharePoint, OneDrive, etc.
• Comfortable navigating CRM tools (e.g., Salesforce) or systems as needed
• Quick to master new technologies and internal systems
• Prior exposure to supporting Board of Directors is highly valuable

Soft Skills

• Exceptional emotional intelligence—empathy, self-awareness, and interpersonal finesse—critical for executive dynamics
• Meticulous attention to detail—anticipating errors before they surface
• Masterful communication—you adapt your tone and format across mediums (text, email, phone, in-person) to influence without authority
• Strategic problem-solving—steady, creative, and proactive in navigating complex challenges
• Agile and resilient under pressure—fluidly pivoting as priorities shift
• Effective research and networking—you know who to ask or where to look to get things done
• Deep professional discretion—trusted with sensitive and confidential matters
• "Always on" mindset—resourceful, solution-obsessed, driven to deliver with creativity and grace
• Relationship builder with a strong internal and external network—knowing how to connect and grow influence from day one

Ideal Candidate Profile

• Bachelor’s degree or higher
• Minimum of 8 years supporting a C-Suite executive—CEO or President preferred—in high-trust, dynamic environments
• A Career Executive Assistant—this is your calling, not a launchpad for something else

Why Elite Candidates Will Be Drawn to This Role

• A rare, high-trust, and high-impact position supporting a CEO in a private, exclusive setting
• Exceptional compensation that aligns with the breadth and depth of strategic and operational expectations
• A uniquely varied role spanning vision alignment, executive coherency, and personal support—offering deep professional reward and influence

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
• Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
• Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

• Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
• Develop working knowledge of trusts, estate strategies, and gifting structures.
• Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm's investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
• Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

• Bachelor's degree required.
• 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

• Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
• Exceptional attention to detail and commitment to accuracy.
• Intellectual curiosity, proactive thinking, and a passion for client service.
• High integrity in handling confidential and sensitive information.
• A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

• Senior Analyst: $110,000 – $120,000 base salary
• Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser
- Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments.

Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling.

Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more.

You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.

This is an in-office job located in Plano, TX.

The Day-to-Day:Be the voice of Fisher Investments to prospective Canadian clientsReview prospects' personal financial situation and provide solutionsHelp qualified Canadian private investors become clients of Fisher InvestmentsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementNo travel required as this position is focused on phone-based sales or virtual connectionsYour Qualifications:2+ years experience working in financial servicesCFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 yearsBachelor's degreeMulti-year track record of successSuccess persuading and educating prospectsCompensation:This role offers uncapped performance-based compensationWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.

We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.

It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Tenet Healthcare is actively seeking a Board-Certified/Board-Eligible OB/GYN physician to join a well-established, highly respected private practice located in beautiful Glendale, Arizona. This is a rare opportunity to become part of a thriving group known for its patient-centered philosophy, strong communication, and long-term success in the community.

Whether you're early in your career or seeking a fresh start with a supportive team, this opportunity offers clinical flexibility, surgical autonomy, and a clear path to professional and personal fulfillment.

Position Highlights

• Full-time private practice role

• Practice breakdown:
• 70% outpatient clinic
• 20% inpatient deliveries & rounding
• 10% surgical (flexibility available based on interest)

• Call:
• Just 3 weekdays/month
• 1 weekend in 7

• Patient Volume:
• 20–30 patients/day in clinic
• 2–4 surgeries/week

• Collaborative team-based model with full support staff, including:
• APPs, MAs, and experienced office personnel
• Direct access to MFM, GYN Oncology, and subspecialty services

• Advanced surgical resources including Da Vinci® Robotic System

About the Practice & Facility

You’ll practice at the Abrazo Arrowhead Campus, one of the region’s premier destinations for women’s health, with:

• 3,500+ deliveries/year
• 21-bed Level II NICU
• Strong collaboration with Phoenix Children’s Hospital – Arrowhead Campus, offering:
• 24 inpatient beds, 6 ORs, 2 procedure rooms
• Pediatric specialty services including ortho, neuro, cardio, and oncology
• Future growth plans for additional beds and services

This facility blends community-focused care with access to high-acuity resources, creating the ideal clinical environment for OB/GYNs who value both continuity of care and collaboration.

What We're Looking For

• MD or DO degree
• Board Certified or Board Eligible in OB/GYN
• Arizona medical license or eligibility to obtain
• A strong commitment to evidence-based, compassionate care

Why Glendale & the Phoenix Area?

Welcome to Glendale, one of the most desirable and growing suburbs in the Phoenix metro area — where you’ll find the perfect mix of suburban comfort and city convenience.

Area Perks:

• Over 300 days of sunshine per year
• Beautiful desert landscapes, hiking, and outdoor recreation at your doorstep
• Top-rated public and private schools
• Affordable cost of living
• Vibrant culture, food scene, and professional sports (NFL, NHL, MLB, NBA)
• Easy access to Scottsdale, downtown Phoenix, and weekend getaways like Sedona & Flagstaff

Let’s Talk!

If you’re looking for a place to build a fulfilling OB/GYN career in a community that values physicians and prioritizes patient care, we’d love to hear from you.

Apply now and discover what makes this Glendale opportunity truly special.

Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status.

Interventional Cardiologist – Scottsdale, Arizona

Private Practice | OBL & ASC | Growth Opportunity

Tenet Healthcare, in partnership with a well-established private cardiology practice, is seeking a full-time Interventional Cardiologist to support continued growth and expansion into the Scottsdale, Arizona market.

Founded in 2015, this progressive group now consists of four cardiologists, including a newly added Electrophysiologist, strengthening the practice’s comprehensive cardiovascular service line. The group uniquely operates both an office-based lab (OBL) and an ambulatory surgery center (ASC), allowing physicians to deliver seamless, high-quality care under one roof.

Position Highlights

• Full-time Interventional Cardiology opportunity
• Schedule: Monday–Friday, 7:00 AM–5:00 PM, with flexibility for inpatient needs
• Patient Mix:
• 35% inpatient and outpatient consults/procedures
• 65% outpatient care, including OBL- and ASC-based procedures
• Call: Shared rotation among four cardiologists
• Patient Volume: Approximately 20 patients per day; 4–6 procedures per week

Why This Practice?

• Established & Growing Group: Join a collaborative team of four cardiologists, including Interventional and EP expertise
• Advanced Infrastructure: Fully equipped OBL and ASC for minimally invasive procedures
• Hospital Access: Hybrid ORs and cath labs available through affiliated hospitals
• Integrated Diagnostics: Onsite nuclear medicine and imaging for efficient, coordinated care
• Strong Clinical Support: Work alongside 2 Nurse Practitioners, 1 Physician Assistant, a dedicated support staff, and 3 experienced sonographers

Candidate Qualifications

• MD or DO
• Board Eligible or Board Certified in Interventional Cardiology
• Arizona medical license or eligibility to obtain one
• Commitment to high-quality, patient-centered cardiovascular care

Why Scottsdale / Phoenix?

Enjoy a lifestyle that blends professional fulfillment with year-round sunshine. Scottsdale and the greater Phoenix area offer:

• Over 300 days of sunshine annually
• Stunning desert scenery and mountain views
• Premier hiking, biking, and golf
• Renowned dining, shopping, and cultural attractions
• Family-friendly communities with highly rated public and private schools
• A welcoming, physician-friendly practice environment

Whether you’re drawn to outdoor adventure, resort-style living, or building something meaningful within a growing practice, this opportunity offers the balance and autonomy many cardiologists seek.

Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status, or any other legally protected status.