Associate Director, Client Advisory

Responsibilities

• Manage and maintain multiple client relationships for ultra-high-net-worth families
• Serve as a primary point of contact for client inquiries via phone, video, and in-person
• Partner with wealth planning teams to execute tax, estate, and philanthropic plans
• Implement investment guidance, create investment policy statements, and oversee portfolio rebalancing
• Prepare performance analyses, client presentation materials, and quarterly reports
• Act as a liaison to external professionals including accountants, attorneys, and lenders
• Mentor Associates and Senior Associates on operational matters and reporting

Requirements

• Bachelor's degree
• Advanced degree or certification (CFP, CFA, MBA, or JD)
• 5–8+ years of experience in wealth management or financial advisory
• Series 65 license (or ability to obtain within 90 days)
• Proficiency in Microsoft Excel
• Foundational knowledge of mutual funds, SMAs, and alternative investments

Preferred Qualifications

• Salesforce experience

About the Company

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments, with over $100 billion in client assets under management.