Sr. Executive Assistant & Business Partner to the CEO

Our Mission

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

Overview

How you can make a difference

 

HealthEquity is seeking an exceptional Executive Assistant & Business Partner to the CEO. This is a highly visible role supporting the CEO of a public company and serving as a trusted partner, operator, and force multiplier. This role is more than calendar management. The Executive Assistant will help the CEO stay focused on the company’s most important priorities by managing time, information, relationships, meetings, travel, follow-up, and executive office operations with precision and judgment. The ideal candidate is proactive, highly organized, discreet, and comfortable working in a fast-paced public company environment. You will partner closely with the CEO, Senior Leadership Team, Chief of Staff, Board members, and Investor Relations, serving as a face of the CEO’s office and reflecting the values of HealthEquity, while delivering with precision.

This role reports directly to the CEO and sits onsite at our headquarters in Draper, UT.

 

What you’ll be doing 

 

Manage the CEO’s Time and Priorities

• Own and manage the CEO’s calendar, ensuring time is focused on the highest-value business priorities.
• Review and prioritize meeting requests, recommend tradeoffs, and help protect time for strategic work.
• Prepare the CEO for meetings by ensuring agendas, materials, context, and desired outcomes are clear.
• Anticipate scheduling conflicts, urgent needs, and changing priorities; adjust quickly and professionally.
• Help the CEO stay focused, organized, and prepared throughout the day, week, month, and quarter.

Run Executive Office Operations

• Support the operating rhythm of the CEO office, including executive meetings, Board meetings, investor meetings, leadership offsites, company events, and key business reviews.
• Track CEO commitments, follow-ups, decisions, and action items to ensure strong execution.
• Partner with the Chief of Staff and senior leaders to coordinate agendas, pre-reads, meeting materials, and next steps.
• Create simple systems, trackers, and workflows that improve how the CEO office operates.
• Identify ways to reduce friction, improve communication, and increase executive effectiveness.

Support Board, Investor, and Public Company Activities

• Coordinate logistics and preparation for Board meetings, committee meetings, investor meetings, earnings-related activities, and other public company events.
• Partner with Legal, Finance, Investor Relations, Communications, and the Chief of Staff to ensure materials and timelines are well managed.
• Handle sensitive and confidential information with discretion, including Board materials, financial information, organizational changes, and leadership decisions.
• Maintain a high level of professionalism and confidentiality in all internal and external interactions.

Build Strong Executive Relationships

• Serve as a trusted point of contact for the CEO with executives, Board members, investors, customers, partners, employees, and external advisors.
• Build strong relationships across the Executive Leadership Team and administrative partner network.
• Help route information, clarify ownership, and ensure timely follow-up across teams.
• Draft or edit CEO communications as needed, including follow-up notes, meeting summaries, announcements, and internal messages.

Coordinate Meetings, Events, and Travel

• Proactively plan and manage complex meetings, leadership sessions, offsites, customer meetings, Board-related events, and company events.
• Own meeting logistics, including agendas, materials, attendees, rooms, technology, catering, transportation, and contingency plans.
• Coordinate all CEO travel, and coordinate dependencies with other executive team members and their EAs to drive efficiency, including itineraries, briefing materials, expenses, and real-time changes.
• Ensure meetings are well organized, purposeful, and focused on clear outcomes.

Create Leverage Through Tools and Process

• Use technology, AI tools, and workflow automation to improve speed, organization, and productivity.
• Improve systems for calendar management, meeting preparation, action tracking, document organization, and communication.
• Support special projects for the CEO office that require coordination, discretion, and follow-through.
• Look for practical ways to make the CEO and executive office more effective.