Client Strategy Associate

Pitcairn; Conshohocken (Montgomery County); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading wealth advisory firm in Conshohocken seeks a Client Strategy Associate to support growth initiatives and client engagement. This full-time role involves tracking client opportunities, preparing materials for meetings, and coordinating with various internal teams to ensure quality execution. Candidates should have a bachelor’s degree and at least three years of relevant experience, along with strong interpersonal skills and comfort interacting with senior leaders. This position offers a unique opportunity to contribute to the firm's strategic growth.

Qualifications

• Minimum 3 years of experience in business development or related fields.
• Strong working knowledge of MS Office tools.
• Prior exposure to ultra-high-net-worth clients is desirable.

Responsibilities

• Track activity and follow-through across the prospective client pipeline.
• Conduct initial reviews of prospective client materials.
• Prepare briefing materials and meeting summaries.
• Coordinate RFPs and pitch materials.
• Manage meetings with prospective families and advisors.

Skills

Strong interpersonal skills

Organization and structure

Intellectual curiosity

Proactive attitude

Understanding of financial planning concepts

Education

Bachelor’s degree

Tools

MS Word

Excel

PowerPoint

Outlook

SharePoint

CRM tools

Job description

Client Strategy Associate

Join to apply for the Client Strategy Associate role at Pitcairn.

Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra‑high‑net‑worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household‑level financial services, as well as family education and family governance support.

Primary Function

The Client Strategy Associate partners closely with the Head of Client Strategy to support and advance Pitcairn’s organic growth efforts. This role is designed to enable relationship‑driven growth by supporting opportunity development, coordinating prospective client engagements, and ensuring disciplined execution across the firm’s growth initiatives.

Serving as a key connector across leadership, relationship management, marketing, and operations, the Client Strategy Associate helps translate growth strategy into thoughtful, high‑quality execution, while ensuring a seamless, high‑touch experience for prospective families and centers of influence.

Responsibilities

• Support the advancement of prospective client opportunities by tracking activity, next steps, and follow‑through across the pipeline.
• Conduct initial reviews of prospective client materials (e.g., financial statements, tax returns, estate planning documents) to synthesize key facts, identify themes, and surface questions for internal discussion.
• Prepare briefing materials, background research, and meeting summaries for prospective client, intermediary, and internal growth meetings.
• Assist with the coordination of RFPs, pitch materials, and follow‑up communications in collaboration with internal stakeholders.
• Coordinate meetings and communications with prospective families, advisors, and centers of influence, often involving senior leadership.
• Act as a point of coordination across internal teams to support timely responses, consistent messaging, and a cohesive prospect experience.
• Support content‑led, event‑driven, and relationship‑based growth initiatives.
• Organize and maintain growth‑related materials, including presentations, one‑pagers, and strategic narratives.
• Partner with Marketing and Communications to ensure growth efforts align with Pitcairn’s brand, voice, and positioning.
• Utilize CRM and related tools to support organization, visibility, and follow‑through; this role is not responsible for system administration.
• Assist in preparing internal summaries, reporting, and updates related to organic growth activity.
• Provide flexible support across the Organic Growth team during periods of peak activity.
• Perform other duties as assigned to support the effective operation of the department.

Education and Experience

• Bachelor’s degree preferred and minimum 3 years of experience in business development, relationship management, consulting, financial services, or a related professional services environment.
• Computer literate with strong working knowledge of MS Word, Excel, PowerPoint, Outlook, and SharePoint.
• Comfort working with CRM or similar tools to support organization and follow‑through; deep technical expertise not required.
• Prior exposure to UHNW clients, family offices, or advisory environments desirable.

Desirable Attributes

• Strong interpersonal skills and comfort interacting with senior leaders, clients, and external advisors.
• A preference for organization, structure, and disciplined follow‑through.
• Intellectual curiosity and the ability to quickly understand complex client situations.
• A proactive, ownership‑oriented mindset with the ability to anticipate needs and exceed expectations.
• Comfort operating across long, relationship‑driven sales cycles and in environments with ambiguity.
• Consistency between words and actions.
• A working understanding of financial planning concepts, including asset allocation, tax considerations and assessments, and a high‑level understanding of basic estate planning structures (e.g., trusts and beneficiary designations), sufficient to engage credibly in growth conversations and support prospective client discussions.

Equal Opportunity Employer

Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non‑discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

Job Details

• Seniority level: Associate
• Employment type: Full‑time
• Job function: Business Development and Finance