Administrative Program Manager

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Oversee intricate, high-volume calendars that align with strategic priorities.

• Facilitate leadership rhythms (staff meetings, one-on-ones, product reviews, offsite events, and board preparation).

• Prepare materials that are ready for decision-making (agendas, pre-reads, presentations) and monitor follow-ups.

• Compose and refine executive communications and internal messaging.

• Manage travel arrangements, expenses, and daily executive operations with accuracy.

• Coordinate cross-departmental initiatives across Product, Wealth Solutions, and Operations.

• Monitor milestones, risks, and dependencies; proactively address challenges.

• Ensure visibility into key priorities through dashboards and reporting mechanisms.

• Provide insights on ongoing process enhancements to boost efficiency and accountability.

• Collaborate with Product, Advisor Services, Finance, Compliance, IT, and Operations.

• Align stakeholders on goals, deliverables, and timelines.

• Assist in onboarding coordination and internal communications within CCS.

• Aid in the execution of firm-wide and CCS-specific initiatives.

• Lead the logistics for leadership meetings, offsite events, and external engagements.

• Ensure exceptional hybrid meeting execution (technology, materials, coordination).

• Support advisor/client events and leadership forums.

• Organize board materials and prepare for meetings as necessary.

• Oversee administrative workflows, vendor coordination, and executive operations.

• Implement scalable processes, tools, and automation (reporting, communications, onboarding).

• Maintain robust organization, documentation, and follow-through.

• Enhance visibility, efficiency, and consistency across CCS processes.

• Coordinate administrative support resources and set execution standards.

• Promote responsiveness, professionalism, and excellence in service.

• Cultivate a culture of accountability, attention to detail, and continuous improvement.

⛳️ Requirements

• Bachelor’s degree or equivalent experience.

• At least 6 years of experience in executive support, program management, or a hybrid role.

• Experience in supporting senior executives (C-suite preferred) in dynamic environments.

• Proven track record in managing cross-functional projects and navigating competing priorities.

• Strong communication skills (verbal, written, presentation) across all levels, including at the executive level.

• Advanced proficiency in Microsoft 365 (Outlook, Teams, PowerPoint, Excel, SharePoint).

• Highly organized, proactive, and detail-oriented with excellent follow-through.

• Capability to manage confidential information with discretion.

• Strategic thinker with strong execution discipline.

• Skills in prioritization, problem-solving, and decision support.

• Process improvement and operational mindset.

• Ability to influence and collaborate across various functions.

🏝️ Benefits

• Training and professional development opportunities.

• Medical, dental, and vision insurance (available for full-time employees and their families).

• Health Savings Account (HSA) with employer contributions and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance – options available both employer-paid and voluntary.

• Short-term and long-term disability, as well as workers' compensation – employer-paid.

• 401k plan with matching contributions and profit sharing.

• Wellness programs and resources.

• Voluntary benefits, including pet insurance.

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).

• 12 paid holidays each year (10 pre-determined and 2 floating days).

• Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure).

• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements).