Client Advisory Manager - Hybrid Wealth Planning Lead

Pathstone Welcomes Crestone Capital LLC; Boston (MA); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits including medical

Flexible PTO

Parental leave

Job summary

Pathstone is hiring a Client Manager in Client Advisory for our Boston, MA office. This role oversees timely completion of work, supports the Support Team, and coordinates direction from Team Leads to enhance client engagement and service quality.

The ideal candidate has 3–5+ years in financial management, strong analytical and communication skills, and a proactive, detail-oriented approach. CFP/CFA/MBA/JD is preferred for advancement.

Qualifications

• Bachelor’s degree in related field required
• 3–5+ years of experience in the financial management industry required
• Strong analytical and client service skills
• Proactive, detail-oriented and deadline-driven
• Strong verbal and written communication skills
• Proficient in Excel and MS Office

Responsibilities

• Serve as first point of contact for client inquiries via phone, zoom, and in-person meetings
• Coordinate communication and implementation of client investment strategies
• Oversee documentation preparation: letters of instruction, account applications, manager agreements, fund subscriptions
• Act as information liaison to accountants, banks, outside investment managers, and other professionals
• Manage the quarterly reporting process
• Prepare materials for client meetings
• Mentor Associates on operational matters

Skills

Analytical skills

Quantitative skills

Client service

Verbal & written communication

Excel

Microsoft Office

Education

Bachelor's degree in related field

CFP CFA MBA JD preferred

Tools

Excel

Microsoft Office

Job description

Pathstone is hiring a Client Manager in Client Advisory for our Boston, MA office. This role oversees timely completion of work, supports the Support Team, and coordinates direction from Team Leads to enhance client engagement and service quality.

The ideal candidate has 3–5+ years in financial management, strong analytical and communication skills, and a proactive, detail-oriented approach. CFP/CFA/MBA/JD is preferred for advancement.