Executive Relationship Specialist

Wisepath Group • High Point, NC

9d • $84,000 • Remote

About The Position

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

Requirements

• High school diploma required
• 1–2 years in an administrative, coordination, or relationship-focused role
• 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

Nice To Haves

• Associate or Bachelor’s degree in business or a related field is a plus
• Experience in a fast-paced environment preferred

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.

Benefits

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees