CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm – $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Office Manager:
This position is the logistical authority for CAZ's office operations, responsible for keeping our main office and second building running at an exceptionally high level every day. The Office Manager is based at the main office reception desk as the Team's second in command for front-of-house, while owning facilities, vendor relationships, mail, security procedures, and in-office meal and event logistics across both locations. The role calls for a servant leader who delivers five-star hospitality to Team Members, Partners, Investors, and guests.
Key Responsibilities:
- Serve as the on-site logistical expert for CAZ's offices, ensuring virtually nothing is out of place, forgotten, or left to chance on any given day
- Oversee daily office upkeep at both locations, including kitchen and supply stocking, general tidiness, and conference room readiness
- Serve as the primary point of contact for building management and vendors at both locations, cultivating strong vendor relationships and resolving facilities issues before they affect the Team
- Sit at the reception desk each day as the backup to the primary receptionist, greeting Partners, Investors, candidates, and guests when the primary receptionist is assisting others or out on PTO and daily from 4:00 pm to 5:00 pm
- Receive, sort, and distribute all incoming deliveries, mail, and packages, and coordinate outgoing mail and shipping for both buildings, handling every item with strict confidentiality
- Maintain conference rooms between meetings, including resetting furniture, cleaning whiteboards, and confirming AV equipment is functioning properly, and serve as a knowledgeable resource on room use
- Manage security access and procedures for both buildings, including visitor and Team Member access, and coordinate with building security as needed
- Monitor and reorder office and kitchen supplies at each location to prevent shortages, and assist with ordering office equipment, furniture, and supplies within budget
- Make regular trips by car between the two buildings to keep the second location stocked, organized, and well managed, and move boxes and supplies as needed
- Share responsibility with the primary receptionist for coordinating food deliveries and in-office meals, serving as the primary owner of setup and takedown several times each week
- Manage visitor parking validation and coordinate with building or parking offices as needed
- Use technology and organized systems to track supplies, vendors, deliveries, and recurring tasks efficiently
Success as an Office Manager will be measured by your:
- Consistently clean, organized, and well-stocked office environment across both buildings, with no detail overlooked
- Five-star experience delivered to every Team Member, Partner, Investor, and guest
- Prompt, reliable, and confidential handling of mail, packages, and deliveries
- Proactive identification and resolution of facilities issues before they affect the Team
- Seamless setup and takedown of meals and meetings, with conference rooms always ready
- Smooth coordination between the two locations with no gaps in coverage
Requirements:
- At least 2 years of experience in an office management, facilities, hospitality, front desk, or administrative role, ideally in a luxury hospitality, professional, or financial services environment
- Experience supporting multiple office locations preferred
- Demonstrated servant leadership and a genuine passion for serving others
- Career-minded professional seeking a long-term Office Manager role
- Exceptional attention to detail, organization, and follow-through
- Polished, professional presence and strong interpersonal and communication skills
- Proactive, anticipatory mindset with the ability to manage competing priorities in a fast-paced environment
- Absolute discretion when interacting with high-net-worth Partners and Investors, executives, and confidential information and mail
- On site every day from 8:30 am to 5:00 pm
- Reliable transportation and comfort traveling by car between both buildings regularly during the workday
- Ability to regularly move boxes, packages, and supplies, and to stand and move throughout the workday
- Proficiency with Microsoft 365, general office equipment, and technology tools that improve efficiency
Competencies:
- Office and Facilities Management: Serves as the expert on the logistical workings of the office, keeping both buildings clean, stocked, secure, and running smoothly while coordinating with vendors and building management
- Hospitality and Service Leadership: Delivers five-star service with a servant leader's mindset, leaving no detail too small to address
- Organization and Attention to Detail: Manages supplies, mail, deliveries, parking, and meals across two locations with zero dropped items
- Proactive Problem Solving: Anticipates needs and resolves issues before anyone else notices
- Discretion and Confidentiality: Protects sensitive information, relationships, and mail with the highest level of trust
- Communication: Coordinates confidently with Team Members, Partners, Investors, vendors, and building staff at both locations
Compensation Structure:
- Base salary will be commensurate with experience
- Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
- Participation in our matching 401k plan
- We offer a generous PTO plan, along with an excellent benefits portfolio
