Path To Advice Executive Services, Vice President
Core
Support the Executive Services business within Path to Advice, delivering tailored support and a differentiated service experience for specialized Financial Advisor teams serving executives and corporate client relationships.
Role type
Vice President, Executive Services Strategy & Operations
Builds
A network of specialized Financial Advisors and end-to-end workflows for Executive Services
Domain
Wealth Management / Financial Services
Required skills
Strategic thinking, analytical problem-solving, financial modeling, project management, stakeholder influence, cross-functional collaboration, process optimization, workflow design, data analysis, presentation development
Preferred skills
Wealth Management experience, Executive Services experience, 10b5-1/Rule 144 expertise, SQL/Python/VBA/Dataiku/Tableau, AI skills
Technologies
Microsoft Office (Excel, Word, PowerPoint), SQL, Python, VBA, Dataiku, Tableau
Responsibilities
Manage cross-functional Executive Services initiatives from planning through execution; Drive collaboration across internal business partners to advance opportunities; Help manage and support a network of specialized Financial Advisors; Interact regularly with Financial Advisors to understand client needs and resolve issues; Provide ongoing operational and strategic support including resource coordination and escalation facilitation; Partner with training teams to plan and execute training programs; Support the rollout and adoption of technology enhancements; Identify and implement process enhancements; Evaluate and improve end-to-end workflows; Develop presentations and reporting; Use data to assess adoption and outcomes; Participate in senior-level strategic discussions
Seniority
Vice President, strategic contributor with hands-on execution
