Teams at Piper Sandler

Support senior investment banking executives by managing calendars, meetings, travel, correspondence, presentations, expenses, CRM updates, deal tracking, and confidential information. Serve as a liaison with clients, internal teams, stakeholders, and external partners while prioritizing time-sensitive matters and maintaining accurate records. The role requires strong communication, organization, attention to detail, discretion, multitasking, and proficiency with Microsoft Office and expense management systems.

Supports senior executives on the Financial Services team by managing calendars, meetings, travel, correspondence, presentations, expenses, CRM updates, distribution lists, and deal tracking. Serves as a confidential liaison between executives and internal or external stakeholders, prioritizes time-sensitive matters, and provides general administrative support. Requires strong communication, organization, attention to detail, discretion, multitasking, and proficiency with Microsoft Office and expense-management tools.

Provides high-touch trading services and client relationship management for corporations, executives, venture capital firms, private equity funds, family offices, and boards. Develops business strategies and pitch materials, manages restricted stock selling processes, coordinates with transfer agents and legal stakeholders, monitors trading and regulatory developments, and supports compliance and process improvements.