What are the responsibilities and job description for the Executive Relationship Specialist position at Wisepath Financial Group?
About Wisepath Group and Estate Mentors
Wisepath Group and Estate Mentors provide comprehensive financial and estate planning solutions, helping individuals and families protect their legacies and achieve lasting financial security. We foster a supportive work culture rooted in integrity, innovation, and teamwork. By joining our team, you’ll have the chance to make a meaningful impact on our clients’ lives, grow professionally, and be part of a forward-thinking environment.Role Overview
We are seeking an Executive Relationship Specialist who will be an integral member of our leadership team. In this multifaceted role, you’ll balance four main areas of responsibility:
We’re looking for someone who:
As an Executive Relationship Specialist at Wisepath Group and Estate Mentors, you’ll support senior leadership, cultivate critical partner relationships, and strengthen our online and offline presence. Your contributions will be key to our growth and the success of the clients we serve. If you’re driven, organized, and ready to make an impact, we’d love to hear from you!
Wisepath Group and Estate Mentors provide comprehensive financial and estate planning solutions, helping individuals and families protect their legacies and achieve lasting financial security. We foster a supportive work culture rooted in integrity, innovation, and teamwork. By joining our team, you’ll have the chance to make a meaningful impact on our clients’ lives, grow professionally, and be part of a forward-thinking environment.Role Overview
We are seeking an Executive Relationship Specialist who will be an integral member of our leadership team. In this multifaceted role, you’ll balance four main areas of responsibility:
- Administrative Support (25%)
- Coordinate executive schedules, calendars, and meetings
- Arrange travel logistics, process expenses, and maintain confidential files
- Provide day-to-day administrative assistance to ensure smooth operations
- Partner Relationship Management (50%)
- Identify, build, and nurture relationships with potential channel partners
- Conduct research on prospective partners and industry trends to drive strategic collaboration
- Coordinate introductions, presentations, and meetings between executives and partners
- Serve as the primary liaison for ongoing partner communications to foster trust and loyalty
- Social Media Coordination (10%)
- Manage posting schedules across various social media platforms (content is created by others)
- Ensure consistency in brand messaging and post timing
- Monitor engagement and flag potential leads or partnership opportunities
- Personal Brand Management (15%)
- Elevate leadership’s personal brand by identifying relevant speaking engagements, podcasts, and networking events
- Monitor online presence and reputation, suggesting enhancements or outreach as needed
- Provide regular updates on branding opportunities aligned with the company’s mission and strategic goals
- Executive-Level Support
Provide comprehensive administrative and strategic assistance to senior leadership. - Proactive Communication
Act as the primary contact for inbound communications; draft and distribute executive-level correspondence. - Relationship Management
Collaborate with executives to identify and cultivate high-value channel partners; prepare meeting materials and strategic insights. - Social Media Coordination
Oversee the scheduling of social media posts (no content creation), ensuring consistent brand messaging. - Opportunity Sourcing
Research and recommend opportunities to enhance leadership’s public presence (e.g., speaking engagements, podcasts). - Continuous Improvement
Monitor industry trends and competitor activities, offering recommendations to strengthen partnerships and brand awareness. - Office Operations (as needed)
Communicate and enforce new processes, rules, and regulations; assist with visitor reception on in-office days.
- Education
- High school diploma required
- Associate or Bachelor’s degree in business or a related field is a plus
- Experience
- 1–2 years in an administrative, coordination, or relationship-focused role
- Experience in a fast-paced environment preferred
- Skills and Qualifications
- Organizational Aptitude: Strong attention to detail and ability to manage multiple tasks
- Communication Proficiency: Excellent written and verbal skills; comfortable interacting with diverse stakeholders
- Technical Skills: Proficient in Microsoft Office; familiarity with scheduling and social media management tools is a plus
- Problem-Solving: Resourceful, creative, and proactive in addressing challenges
- Professionalism: Maintains confidentiality and represents the company with a positive, can-do attitude
- Team Player: Collaborates well with diverse teams and fosters a culture of teamwork and continuous improvement
- Compensation: Base Salary Commission and Bonuses with total earning potential of up to $84,000 annually
- 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
- Additional Perks:
- Free parking at office locations
- Corporate discounts on various services and products
We’re looking for someone who:
- Is Driven and Organized: You excel at juggling multiple tasks and ensuring details don’t slip through the cracks.
- Builds Genuine Relationships: You’re a strong communicator who values trust, loyalty, and collaborative success.
- Stays Proactive: You anticipate needs, identify opportunities, and take initiative.
- Enjoys Variety: You relish a mix of administrative tasks, partner outreach, social media scheduling, and brand management.
- Operates with Integrity: You handle sensitive information discreetly and demonstrate professionalism.
- Embraces Growth: You proactively seek ways to refine processes, learn new tools, and contribute fresh ideas.
As an Executive Relationship Specialist at Wisepath Group and Estate Mentors, you’ll support senior leadership, cultivate critical partner relationships, and strengthen our online and offline presence. Your contributions will be key to our growth and the success of the clients we serve. If you’re driven, organized, and ready to make an impact, we’d love to hear from you!