Director, Client Advisory & Wealth Strategy

Pathstone; Newtown Square (Delaware County); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

Health insurance

Vision and dental coverage

Flexible PTO

401(k) plan

Parental leave

Education support

Job summary

Pathstone in Newtown Square, PA, seeks an Associate Director to lead client advisory for ultra-high-net-worth families. You will partner with Directors to deliver integrated wealth management, investment implementation, and planning coordination, while mentoring junior team members.

The role emphasizes client ownership, leadership, and cross-team collaboration across wealth planning, tax, and investments. Visa sponsorship is not offered.

Qualifications

• 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, as primary and support advisor for UHNW families.
• Serve as primary contact for client inquiries via phone, video, and in-person meetings.
• Identify and address client needs while delivering high standards of service.
• Collaborate with wealth planning and tax teams to support tax planning and estate needs.
• Prepare and maintain client balance sheets and data aggregation.
• Oversee portfolio construction, rebalancing, and spending policy discussions.

Skills

Relationship management

Financial analysis

Communication

Excel

Salesforce

AI productivity tools

Education

CFP

CFA

MBA

JD

Tools

Excel

Salesforce

AI tools

Job description

Pathstone in Newtown Square, PA, seeks an Associate Director to lead client advisory for ultra-high-net-worth families. You will partner with Directors to deliver integrated wealth management, investment implementation, and planning coordination, while mentoring junior team members.

The role emphasizes client ownership, leadership, and cross-team collaboration across wealth planning, tax, and investments. Visa sponsorship is not offered.