Wisepath Financial Group · 1 day ago
Executive Relationship Specialist
United States
Full-time
Remote
Entry, Mid Level
$0/yr - $84K/yr
1+ years expWisepath Financial Group provides comprehensive financial and estate planning solutions, helping individuals and families protect their legacies. They are seeking an Executive Relationship Specialist who will support senior leadership, cultivate partner relationships, and strengthen the company's online and offline presence.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
Provide comprehensive administrative and strategic assistance to senior leadership
Act as the primary contact for inbound communications; draft and distribute executive-level correspondence
Collaborate with executives to identify and cultivate high-value channel partners; prepare meeting materials and strategic insights
Oversee the scheduling of social media posts (no content creation), ensuring consistent brand messaging
Research and recommend opportunities to enhance leadership’s public presence (e.g., speaking engagements, podcasts)
Monitor industry trends and competitor activities, offering recommendations to strengthen partnerships and brand awareness
Communicate and enforce new processes, rules, and regulations; assist with visitor reception on in-office days
Qualification
Required
High school diploma required
1–2 years in an administrative, coordination, or relationship-focused role
Strong attention to detail and ability to manage multiple tasks
Excellent written and verbal skills; comfortable interacting with diverse stakeholders
Proficient in Microsoft Office; familiarity with scheduling and social media management tools is a plus
Resourceful, creative, and proactive in addressing challenges
Maintains confidentiality and represents the company with a positive, can-do attitude
Collaborates well with diverse teams and fosters a culture of teamwork and continuous improvement
Preferred
Associate or Bachelor's degree in business or a related field is a plus
Experience in a fast-paced environment preferred
Benefits
Paid Time Off: Vacation, sick days, and holidays
Professional Development: Access to training programs and certifications
Wellness and Work-Life Balance: Remote work arrangement for the majority of the week
Casual dress code on in-office days
Gym memberships and wellness programs
Free parking at office locations
Corporate discounts on various services and products
Company
Wisepath Financial Group
Wisepath Financial Group provides financial consulting services such as estate strategies, retirement, insurance & building wealth services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jesse Andrews, CLTC®
Founder & CEO
Company data provided by crunchbase