Pathstone

Pathstone

Manager, Client Advisory

Boulder, CO

No sponsorship$90k-$110kDetected 4 days ago
SalesforceBusiness DevelopmentAccountingTaxResearchLeadershipCommunicationProblem SolvingMentoringMicrosoft 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.
  • Job Description: The Client Manager is a key member of the Client Advisory Team, supporting Directors and Managing Directors in delivering comprehensive wealth management services to ultra-high-net-worth clients.

Responsibilities

  • Client Advisory & Relationship Support
  • Support the management of multiple client relationships with the goal of becoming the trusted advisor for our client families.
  • Partner with our wealth planning team (when applicable) to ensure clients' income tax, estate, and philanthropic plans are executed.
  • Prepare and maintain client balance sheet and data aggregation (when applicable).
  • Support business development efforts by contributing to the preparation of materials and assisting the team in identifying and pitching new potential clients.
  • Support the Client Advisory Team in implementing Investment Research Team's guidance.
  • Support ongoing portfolio construction and rebalancing.
  • Support quarterly reporting processes, including reconciliation and detailed review of client reports.
  • Serve as a mentor and resource to Associates and Senior Associates on matters including reconciliations, reporting, account openings, and transfers, while continuing to develop leadership capabilities.
  • Support business development activities by assisting in the preparation of materials and participating in prospect-related initiatives.

Requirements

  • Bachelor's degree in business, finance, accounting, economics, or a related field required.
  • Series 65 required (or attained within 90 days of employment).
  • Foundational knowledge of investments, including mutual funds, separately managed accounts, and alternative investments.
  • Demonstrated initiative, professionalism, and the ability to prioritize competing demands.
  • 4 - 7+ years of experience in the financial management industry is preferred. CFP is preferred.
  • Strong analytical, quantitative, problem-solving, and client service skills.
  • Detail-oriented with the ability to manage time-sensitive matters effectively.
  • Solid proficiency with Microsoft Office, particularly Excel. Salesforce experience preferred.
  • Comfortable communicating with clients and their professional advisors regarding investments, high-level estate planning items, investment and financial markets, and high-level tax planning items.
  • Excellent verbal and written communication skills.
  • Motivated to learn, grow, and assume increasing responsibility over time.
  • Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $90,000 - $110,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
  • 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.

Nice to have

  • 7+ years of experience in the financial management industry is preferred.
  • CFP is preferred.
  • Solid proficiency with Microsoft Office, particularly Excel.
  • Salesforce experience preferred.

Compensation

  • Pathstone's expected starting base compensation range for the position as of the time of this posting is $90,000 - $110,000 per year.
  • The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training.

Benefits

  • 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.
  • The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training.
  • The successful candidate(s) may also be eligible for a discretionary bonus award.

Equal opportunity

  • equal opportunity employer.

Visa & Work Authorization

  • 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.
Apply directly at Pathstone →Create a free account for alerts like thisView Pathstone immigration profile

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