Director, Personal CFO Services

Pathstone; Atlanta (GA); On-site; USD 150,000 - 225,000; Full time

Job summary

A leading wealth management firm in Atlanta is seeking a Director for Personal CFO Services. This high-impact role involves managing complex client engagements for ultra-high-net-worth individuals, delivering exceptional service, and overseeing financial operations. The ideal candidate will have extensive experience in financial services, strong leadership skills, and the ability to simplify complex financial concepts for clients. Join a dynamic team committed to excellence and client success.

Benefits

Comprehensive medical, vision, and dental coverage

Flexible spending

Flexible PTO

Life insurance

Education support

401k plan

Parental leave

Qualifications

• 10+ years of experience in family office, private wealth, or investment-related financial services.
• Strong technical knowledge of financial reporting and cash flow analysis.

Responsibilities

• Serve as primary contact for clients, managing financial administration tasks.
• Prepare cash flow statements and manage family entity accounting.
• Lead complex client projects and ensure seamless client experience.

Skills

Leadership

Communication

Problem Solving

Project Management

Education

Bachelor’s degree in accounting, Finance, or related field

CPA

CFP

CFA

Tools

General Ledger

Investment Accounting

Cash Flow Analysis

Bill Payment Systems

Job description

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Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Pathstone’s Atlanta office is seeking a Director, Personal CFO Services to join our expanding Family Office team.

Job Description: This is a high-impact, client-facing position responsible for owning and managing complex client engagements for ultra-high-net-worth individuals and families. The Director serves as a strategic partner, delivering white-glove service while proactively overseeing the day-to-day financial administration of our clients. This hands-on role requires expertise in financial reporting, cash flow analysis, bill payment and classification, as well as experience managing financial operations for family entities, including individuals, trusts, and related structures. The Director is expected to identify and anticipate client needs, and coordinate across internal and external teams to ensure excellence in service delivery. The role does not include direct reports but requires leadership, influence, and the ability to drive complex projects to completion.

RESPONSIBILITIES:

• Serve as the primary point of contact for assigned clients, leading all aspects of their Personal CFO engagement
• Execute all financial administration tasks for high-net-worth families, including accounting, bill pay, and reporting
• Prepare and monitor detailed cash flow statements and anticipate future funding needs
• Manage family entity accounting, including general ledger maintenance and reconciliations
• Oversee bill payment processes and ensure proper classification and documentation of banking and credit card transactions
• Create financial reports and sources/uses of cash tracking for clients and family members
• Support financing and operational oversight related to personal and residential property acquisitions
• Collaborate and communicate with internal wealth advisors and external stakeholders, including legal, tax, and investment professionals
• Proactively identify financial issues and lead implementation of new processes or improvements
• Interface with internal teams to ensure clear, concise communication and seamless client experience
• Lead and complete complex client projects, such as acquisitions and funding initiatives

REQUIREMENTS:

• Bachelor’s degree in accounting, Finance, or related field; CPA, CFP, or CFA preferred
• 10+ years of experience in family office, private wealth, public accounting, fund administration, or investment-related financial services
• Demonstrated leadership in managing high-touch client engagements and delivering exceptional client service
• Strong technical knowledge of general ledger, investment accounting, cash flow analysis, and bill payment systems
• Excellent verbal and written communication skills, with the ability to simplify complex financial concepts for clients
• Experience coordinating with legal, tax, and investment advisors and identifying operational issues and solutions
• Exceptional organizational and project management skills, with the ability to thrive in a dynamic, fast-paced environment
• Commitment to continuous learning, proactive problem-solving, and taking ownership of client success

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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