Client Advisory Director - UHNW Wealth Growth

Pathstone; Newtown Square (Delaware County); On-site; USD 120,000 - 190,000; Full time

Job summary

Pathstone is seeking an Associate Director, Client Advisory to join its Newtown Square office. You will partner with Directors to deliver comprehensive wealth management solutions to ultra-high-net-worth individuals, families, family offices, foundations, and endowments.

This role combines client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship to provide an exceptional client experience.

Qualifications

• Bachelor’s degree required.
• Completion of, or meaningful progress toward, an advanced degree or professional designation (CFP®, CFA, MBA, or JD) required.
• 5–8+ years of experience in wealth management, private banking, family office, or financial advisory environments with demonstrated client engagement experience.
• Series 65 required (or attained within 90 days of employment).

Responsibilities

• Manage and maintain multiple client relationships, in both a primary and support capacity with the goal of becoming the trusted advisor for our client families.
• Serve as a primary point of contact for client inquiries, responding via phone, video, and in-person meetings with professionalism and responsiveness.
• Proactively identify and address client needs while maintaining a high standard of service.
• 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).
• Work with our wealth planning and tax teams on pre-transaction tax mitigation strategies and concentrated position management (when applicable).
• Support the team in identifying and pitching new potential clients.
• Develop and continuously expand referral network, building Pathstone’s presence through frequent interaction and communication with external parties.
• Assist with team projects related to a variety of client-related topics and business development efforts.
• Maintain a current pulse of the industry through research, conferences, and networking events.
• Play an integral role in designing and executing our client development practices and approach.
• Support the Client Advisory Team in implementing Investment Research Team’s guidance.
• Create and maintain investment policy statements for clients.
• Oversee ongoing portfolio construction and rebalancing.
• Collaborate with clients on spending policy, cash flow planning, asset location and custody.
• Prepare performance analyses, relevant investment information and client presentation materials.
• Support quarterly reporting processes, including reconciliation and detailed review of client reports.
• Act as an information liaison to accountants, banks, attorneys, lenders and other external professionals supporting client relationships.
• Serve as a mentor and operational resource to Associates and Senior Associates on matters including reconciliations, reporting, account openings, and transfers.
• Contribute to process improvements and operational best practices within the office.
• Participate in leader-led sessions focused on advisory best practices, business development, leadership development, and practice management.

Skills

Client relationship management

Financial analysis

Communication skills

Microsoft Excel

Salesforce

Education

Bachelor's degree

CFP

CFA

MBA

JD

Tools

Salesforce

Job description

Pathstone is seeking an Associate Director, Client Advisory to join its Newtown Square office. You will partner with Directors to deliver comprehensive wealth management solutions to ultra-high-net-worth individuals, families, family offices, foundations, and endowments.

This role combines client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship to provide an exceptional client experience.