Strategic Initiatives Associate

About the Company

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. With more than 20 office locations and over $100 billion in client assets under management, Pathstone provides investment advisory, tax strategy, risk management, and estate planning services.

Responsibilities

• Create and protect space for the CMO to focus on strategic priorities
• Triage and manage communications based on context and importance
• Act as a proxy in prioritizing initiatives, requests, and opportunities
• Drive preparation, alignment, and follow-through across key initiatives
• Translate ideas into structured plans, timelines, and actions
• Coordinate across teams to ensure progress and accountability
• Prepare agendas, briefing materials, and pre-reads for critical meetings
• Capture decisions, insights, and next steps to ensure follow-through
• Build systems to organize priorities and surface key insights
• Synthesize information across workstreams into clear actions

Requirements

• 5–10+ years in an Executive Assistant, Chief of Staff, or strategy/consulting role
• Experience supporting senior executives in fast-paced environments
• Exceptional organizational, communication, and problem-solving skills
• Strong judgment, discretion, and ability to operate independently
• Systems thinker capable of bringing structure to complexity
• Experience managing marketing and creative initiatives or working with agencies

Benefits

• Comprehensive medical, vision, and dental coverage
• Flexible spending options and flexible PTO
• Life insurance and 401(k) plan
• Education support and parental leave