Pathstone
Associate Director, Client Relationship Management & Accounting
Atlanta, GA · Director
No sponsorshipDetected 5 days ago
Project ManagementFinancial AnalysisAccountingLeadershipFinancial ReportingCFA
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 Associate Director is a senior, client-facing role responsible for managing complex Personal CFO engagements for ultra-high-net-worth individuals and families.
Responsibilities
- Manage multi-entity accounting, including general ledger review, reconciliations, and transaction classification.
- Support strategic initiatives such as property acquisitions, liquidity planning, capital calls, and funding movements.
- Identify operational inefficiencies and implement process enhancements to improve reporting accuracy and workflow.
- Lead complex client projects, including entity onboarding, structural transitions, and major funding initiatives.
- to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Requirements
- 7-10+ years of experience in family office, private wealth, public accounting, fund administration, or related financial services.
- Strong technical knowledge of general ledger systems, multi-entity accounting, investment activity, and cash flow analysis.
- Ability to translate complex financial information into clear, actionable insights for clients and advisors.
- Experience coordinating across legal, tax, and investment teams.
- This hands-on role requires deep expertise in financial reporting, cash flow oversight, bill payment operations, and multi-entity accounting across individuals, trusts, foundations, and related structures.
- Demonstrated success managing high-touch client engagements with strong attention to detail and service orientation.
- Exceptional organizational and project management skills, with the ability to manage multiple complex priorities simultaneously.
- Proactive, accountable, and solutions-oriented mindset with a commitment to continuous improvement.
- 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.
- As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
- #LI-Hybrid
Nice to have
- Bachelor's degree in Accounting, Finance, or related field
- CPA preferred, CFP or CFA a plus.
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.
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.