What are the responsibilities and job description for the Senior Associate, Client Advisory position at Pathstone?
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. 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.
This role supports the firm’s Newtown Square, PA office.
Job Description: Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material. The team of four serves approximately two dozen core client families across the United States, with some clients located internationally.
Based in the Philly Metro area, this hybrid role offers the opportunity to provide meaningful support to clients through day-to-day collaboration and occasional travel to meet with them in person.
While client priorities and scheduled events may occasionally require flexibility outside of traditional business hours, the team values a healthy work-life balance and approaches client service with a collaborative, solutions-oriented mindset. 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.
Key Responsibilities
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.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. 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.
This role supports the firm’s Newtown Square, PA office.
Job Description: Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material. The team of four serves approximately two dozen core client families across the United States, with some clients located internationally.
Based in the Philly Metro area, this hybrid role offers the opportunity to provide meaningful support to clients through day-to-day collaboration and occasional travel to meet with them in person.
While client priorities and scheduled events may occasionally require flexibility outside of traditional business hours, the team values a healthy work-life balance and approaches client service with a collaborative, solutions-oriented mindset. 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.
Key Responsibilities
- 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.
- Participate in client events, including meals and other engagements (e.g. fundraisers).
- 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.
- Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
- Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
- Bachelor’s degree in related field is required (Business, Finance, Accounting, Economics).
- 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.
- Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
- 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.
- 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.
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.