Pathstone

Senior Associate, Client Advisory

Newtown Square, PA · Senior

No sponsorshipDetected 4 days ago

AccountingCommunicationCollaborationProblem SolvingMicrosoft Office

About the role

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals.
The team of four serves approximately two dozen core client families across the United States, with some clients located internationally.

Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
Prepare and coordinate materials for formal client meetings, attending these meetings to provide support as needed.
Prepare client documentation: draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
This role supports the firm's Newtown Square, PA office.
to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Bachelor's degree in related field is required (Business, Finance, Accounting, Economics).
3+ years of experience in the financial management industry is required.
Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
1 - 3+ years of experience in the financial management industry is required. CFP is desired.
Strong analytical, quantitative, problem-solving, and client service skills.
Proactive, detail-oriented and understands time-sensitive issues.
Strong verbal and written communication skills.
Skill with PC and Microsoft Office suite, particularly Excel.
Enjoys learning and growing and is motivated to take on new challenges.
Excellent listening and relationship-building skills, with a genuine interest in traveling to meet clients and participating in events that foster meaningful connections.
Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.

Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.

include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work.

We are looking for someone who is passionate about delivering exceptional service and is willing to go the extra mile when it matters most for our clients.

Please note, we are unable to provide visa sponsorship for the position offered.
Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

This listing is sourced directly from Pathstone's careers page and normalized into a canonical job model.