Executive Relationship Specialist Job High Point North Carolina USA,Business

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:

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

Key Responsibilities

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.

Requirements

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

Benefits and Perks

Compensation:Base Salary+ Commission and Bonuseswith 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
- Corpora…


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