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 5 days a week 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.

What Success Looks Like

You will be successful in this role if:

• The CEO’s time is clearly aligned to the company’s most important priorities.

• The CEO is consistently prepared for key meetings, decisions, and conversations.

• Meetings are effective because of clear agendas, materials, outcomes, and follow-up.

• Board, investor, executive, and external stakeholder interactions are coordinated.

• Important commitments and action items are tracked and completed.

• The CEO office runs with clarity, speed, trust, and professionalism.

• The CEO views you as a true business partner and force multiplier.

What you will need to be successful

• 8+ years of experience as an Executive Assistant, Senior Executive Assistant, Executive Business Partner, or Chief Executive Assistant.

• Experience supporting a CEO, President, Founder, public company executive, or senior C-suite leader.

• Experience supporting executives in a public, private equity-backed or other fast-paced, high-stakes environment.

• Strong calendar management, travel coordination, meeting planning, and executive support skills.

• Experience working with senior executives, Board members, investors, customers, partners, and confidential information.

• Excellent written and verbal communication skills.

• Strong judgment, discretion, and emotional intelligence.

• Ability to manage competing priorities, move quickly, and stay calm under pressure.

• Proficiency with tools such as Microsoft 365, Teams, Zoom, expense systems, board portals, and AI productivity tools. A strong inclination to use new tools to pursue continuous improvement.

• Flexibility to support urgent needs, changing schedules, travel, and work across time zones.

Preferred Qualifications

• Prior experience supporting the CEO of a public company.

• Experience with Board meeting preparation, investor relations, earnings cycles, or public company governance.

• Experience partnering with a Chief of Staff, General Counsel, Investor Relations, Corporate Communications, Finance, or People team.

• Experience improving executive office processes, meeting cadences, action tracking, or administrative operations.

• Bachelor’s degree or equivalent experience preferred.

Salary Range

$99500.00 To $129500.00 / year

Benefits & Perks

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:

• Medical, dental, and vision

• HSA contribution and match

• Dependent care FSA match

• Uncapped paid time off

• Paid parental leave

• 401(k) match

• Personal and healthcare financial literacy programs

• Ongoing education & tuition assistance

• Gym and fitness reimbursement

• Wellness program incentives

Onboarding & Travel

This is a Draper, Utah based role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations.

HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.

Why work with HealthEquity

HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

HealthEquity uses Pindrop Pulse during certain interviews to support identity verification, interview security, and fraud prevention. By scheduling and participating in an interview where Pindrop Pulse is enabled, you acknowledge that Pindrop's technology may analyze information such as voice, video, device, network, and location-related signals to identify potential impersonation, deepfake activity, and other security risks. This information may be reviewed by HealthEquity's Talent Acquisition and Security teams to support a secure hiring process. All alerts and risk indicators are reviewed by trained personnel, and HealthEquity does not make hiring decisions based solely on automated analysis. We take privacy seriously. You have the option to opt out of Pindrop analysis. If you wish to opt out, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you before the interview, we will assume that you consent to HealthEquity's use of Pindrop Pulse for security verification purposes during the hiring process.

At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.