Reports to: CEO
Location: Park City, Utah / Hybrid
Type: Full-Time
The CEO’s job is to lead the company, serve our clients, create thought leadership, build relationships, and drive growth. Your job is to create the capacity for her to do that at the highest level.
This is a hybrid role combining executive support with hands-on marketing coordination and execution. You’ll become a trusted partner to the CEO, helping organize priorities, manage a fast-moving calendar and inbox, coordinate travel and commitments, and make sure important details don’t fall through the cracks.
You’ll also help turn the CEO’s ideas, expertise, speaking, content, and relationships into consistent marketing activity. That means coordinating content, supporting social media and email marketing, managing speaking and podcast opportunities, keeping marketing projects organized, and helping ensure great ideas actually make it out into the world.
The right person is exceptionally organized, proactive, resourceful, tech-savvy, and a strong communicator. You think several steps ahead, have a natural instinct for what needs to happen next, and get genuine satisfaction from making things work better.
Success isn’t measured by how many meetings you schedule, emails you answer, or marketing tasks you complete. It’s measured by the leverage you create.
Within six months:
Within the first year, you’ve become a trusted right hand who understands the CEO, the business, the brand, and its priorities well enough to anticipate needs before they arise.
Maintain visibility into the CEO’s priorities, commitments, calendar, meetings, travel, and key initiatives so you can anticipate needs and ensure nothing important is overlooked.
Manage a complex calendar with strong judgment about priorities, protecting time for the CEO’s highest-value work while coordinating client calls, internal meetings, speaking engagements, podcasts, travel, and other commitments.
Manage and organize the CEO’s inbox and correspondence, identifying what needs her attention, what can be handled independently, and what requires follow-up.
Prepare agendas, briefing materials, presentations, background information, and meeting notes so the CEO arrives prepared and leaves with clear next steps.
Coordinate travel end-to-end, including flights, hotels, ground transportation, itineraries, event logistics, and the countless details that make frequent travel run smoothly.
Track commitments, decisions, introductions, and follow-ups so conversations consistently turn into action.
Help maintain and execute the Limitless marketing calendar across email, social media, events, speaking, podcasts, partnerships, and campaigns.
Work closely with the CEO and marketing resources to turn ideas, presentations, podcasts, articles, and other thought leadership into usable content across multiple channels.
Coordinate social media activity, including preparing and scheduling posts, organizing content assets, and helping maintain a consistent publishing rhythm.
Support email marketing and campaigns, including coordinating copy, links, graphics, lists, scheduling, testing, and deployment.
Manage speaking and podcast opportunities from invitation through completion, including scheduling, bios, headshots, session descriptions, promotional materials, prep calls, logistics, and follow-up.
Help keep the website, speaker materials, bios, presentations, testimonials, and other marketing assets current and organized.
Coordinate with designers, contractors, partners, and other outside resources to keep marketing projects moving.
Track marketing commitments, deadlines, deliverables, and results so the team has clear visibility into what’s happening and what comes next.
Serve as a key coordination point between the CEO, internal team, clients, partners, event organizers, podcast hosts, vendors, and other external relationships.
Draft and edit correspondence, marketing communications, presentations, documents, and other materials while learning to reflect the CEO’s voice and the Limitless brand.
Turn conversations into execution by documenting decisions, identifying next steps, assigning ownership, and following through.
Maintain organized files, records, contacts, marketing assets, templates, and documentation so information is easy to find and use.
Look continuously for opportunities to simplify, automate, organize, or improve how work gets done.
You’re the person who naturally creates order where other people see a dozen moving pieces.
You think ahead. You notice details. You follow through without being chased. And when something doesn’t make sense, you don’t simply wait for instructions; you figure out the next logical step and move it forward.
You’re an excellent communicator and a strong writer. You’re comfortable taking rough ideas and helping turn them into polished execution without losing the original voice or intent.
You’re technologically confident and curious. New platforms don’t intimidate you, and you’re interested in how AI, automation, and better systems can eliminate unnecessary work.
You have high standards without needing everything to be perfect. You understand the difference between something that deserves another hour of attention and something that simply needs to get done.
You’re comfortable working with a fast-moving, entrepreneurial CEO who generates a lot of ideas, moves quickly, and expects the people around her to take ownership.
Most importantly, you find genuine satisfaction in creating leverage. When the CEO and team are accomplishing more because you’re there, you know you’re doing your job well.
We care as much about how you operate as the titles you’ve held.
The ideal candidate will bring:
Great Executive Assistants don’t simply manage calendars. They create leverage.
Great marketing assistants don’t simply complete marketing tasks. They create momentum.
This role does both.
You’ll help create the structure around a CEO that allows her to spend more of her time leading, coaching, creating, building relationships, and growing the company. At the same time, you’ll help ensure the ideas and expertise being generated inside Limitless consistently make their way into the market.
For the right person, this is an opportunity to become an important part of a growing company, work closely with its founder, learn an enormous amount, and see the direct impact of your work every day.
Please submit your resume along with a short note telling us why this particular combination of executive support and marketing execution fits your style and experience.
We’d especially love to hear how you’ve created leverage for a leader you’ve supported and an example of something you took from idea to execution without needing someone to manage you through every step.
Limitless Advisor is the coaching and consulting firm redefining success for the next generation of financial advisors and wealth leaders.
Founded by Stephanie Bogan, we blend cutting-edge business strategy with mindset mastery to help top advisors build wildly successful firms and lives they love. Our programs (Lifestyle and Leaders) are known industry-wide for bold breakthroughs, practical playbooks, and a community of elite advisors scaling smarter, not harder.
We’re fast-paced, future-focused, and fueled by the belief that when you master your business and your mindset, there are no limits.