Path To Advice Executive Services, Vice President

What you’d do

Manage cross-functional Executive Services initiatives from planning through execution, coordinating specialized Financial Advisors, Field Management, and internal partners. Full time role supporting advisor teams, resolving escalations, and improving the advisor and client experience. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• Bachelor's degree required
• 5-10 years in top-tier management consulting, technology or financial services firm
• Financial services experience preferred
• Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise a plus