- Professional
- Office in New York
DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.
Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform. Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together. We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale. Join us!
About the Role:
This role will support our CEO. 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. Our company strikes a balance between a traditional corporate organization and a fast-moving fintech.
What You’ll Do:
Executive Support & Calendar Management
- 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
Travel & Logistics Management
- 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
Meeting & Event Coordination
- 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
Communication & Executive Liaison
- 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
Operational Excellence & Efficiency
- 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
Strategic Project & Task Management
- 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
What You’ll Need:
- 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
Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of an employment Visa at this time.
Benefits
- Competitive medical, dental, and vision insurance options
- Mental health resources
- Generous paid time off with observed holidays (varies per country)
- Paid parental leave for biological and adoptive parents
- Up to $2,500 or local equivalent each year to invest in continued education and personal development
- Up to $900 each year or local equivalent for fitness and wellness reimbursement
- Company-provided phone (varies by country)
- Hybrid work experience that allows for flexibility
- For HQ in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District
- Pre-tax commuter benefits (US only)
- Employer 401K match (US only)
Benefit offerings vary based on country and are subject to change.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.
