Manager, Client Advisory

Responsibilities

• Serve as the first point of contact for client inquiries via phone, zoom, and in-person meetings
• Support the Client Advisory team in communicating and implementing investment strategies
• Prepare client documentation including letters of instruction, account applications, and fund subscription documents
• Act as an information provider to accountants, banks, and investment managers
• Support the quarterly reporting process by reconciling and reviewing client reports
• Mentor Associates and Senior Associates on operational matters such as reporting and account transfers

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or Economics
• 4–7+ years of experience in the financial management industry
• Strong analytical, quantitative, and problem-solving skills
• Proficiency with Microsoft Office suite, particularly Excel
• Basic understanding of investments including mutual funds, SMAs, and alternatives
• Strong verbal and written communication skills

Preferred Qualifications

• CFP certification
• Experience speaking with clients regarding money movement and account operations

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.