Hybrid Client Advisory Manager - Wealth Management

Pathstone; Boston (MA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

Flexible PTO

401(k) Plan

Parental Leave

Education Support

Job summary

Pathstone is seeking a Client Manager in the Client Advisory team in Boston to oversee the timely and accurate completion of client work and coordinate with Team Leads and Support Team Members. This role provides a path to higher client engagement and more complex assignments over time.

You will manage client communications, investment strategy implementation, and documentation, while mentoring junior staff and ensuring smooth operational workflows across client engagements.

Qualifications

• Bachelor’s degree in related field is required (Business, Finance, Accounting, Economics).
• 3 – 5+ years of experience in the financial management industry is required.
• CFP, CFA, MBA, or JD is preferred but not required. One of these certifications/degrees may be required for further advancement beyond the Client Manager role.
• Strong analytical, quantitative, problem-solving, and client service skills.

Responsibilities

• Serve as the first point of contact for client inquiries, solving problems, and proactively meeting clients’ needs.
• Coordinate the communication and implementation of client investment strategies at the direction of and approval by Team Leads.
• Provide oversight to Support Team Members on preparing client documentation: drafting letters of instruction, completing account applications, manager agreements, and fund subscription documents, organizing supporting documentation, and coordinating the process through to completion.
• Act as information provider to accountants, banks, outside investment managers, and other professionals also supporting clients.
• Manage the quarterly reporting process, ensuring accurate and timely delivery of client reports.
• Coordinate and prepare materials needed for client meetings.
• Act as a mentor and resource for Associates and Senior Associates on operational matters, such as recon, reporting, account opening/transfers, etc.

Skills

Analytical skills

Quantitative skills

Client service

Verbal communication

Written communication

Excel

Time management

Client interactions

Education

Bachelor’s degree in related field

CFP/CFA/MBA/JD preferred

Tools

Microsoft Office

Excel

Job description

Pathstone is seeking a Client Manager in the Client Advisory team in Boston to oversee the timely and accurate completion of client work and coordinate with Team Leads and Support Team Members. This role provides a path to higher client engagement and more complex assignments over time.

You will manage client communications, investment strategy implementation, and documentation, while mentoring junior staff and ensuring smooth operational workflows across client engagements.