Managing Partner at Dimensions HRD Consultants
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Business Manager to CEO - Financial Service (1-4 yrs)
Role: Business Manager to the CEO
Reports to: CEO
The Business Manager's primary role is to support the CEO across responsibilities by adapting to the specific needs of the Executive as a customer. The Business Manager must understand the responsibilities, needs and priorities of the CEO to create the time and space needed for the CEO to focus on the most strategically critical demands of the position. Responsibilities also include business contacts, calendar, meetings, travel and special projects.
Overall, the Business Manager must exercise a high-level of judgment, work independently, in a fast-paced environment with changing priorities, draw from experience to perform advanced support and maintain a high level of confidentiality. A wide degree of creativity and latitude is expected.
Key Responsibilities:
Provide a high-level of support to the CEO, including:
- Work with the CEO to prioritize an agenda and focus on the most important issues and opportunities.
- Strategically manage the CEO's time and calendar by exercising discretion and decision-making while sorting and filtering requests for the Executive's time while ensuring strategic priorities are met in a timely manner. Keep the CEO on schedule by providing prompts.
Responding to routine questions and requests and refers higher level managerial requests to the Executives and/or directors, as appropriate.
- Perform special projects as directed by the CEO, including the review, research, summarization or analysis of information.
- Working with the CEO to strategize and manage a portfolio of relationships including scheduling of meetings and relationship management tactics such as thank you notes.
Managing the CEO's portfolio of goals and objectives; ex: videos, blogging, other.
- Work with the CEO on meeting planning, preparation and coordination, including logistics, materials, etc. Work with the CEO to identify and schedule strategic presentations.
- Assist with Board and Executive Committee meeting preparation, including logistics, materials, etc. Assist with other committee meetings as needed.
- Attend key meetings with the CEO with the purpose of ensuring follow-up and execution on identified next steps.
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