Manager, Center for Innovation

Pathstone; Englewood (NJ); Hybrid; USD 80,000 - 85,000; Full time

Job summary

Pathstone, a growing wealth management firm, is seeking an Innovation Advancement Manager to drive firm-wide initiatives with strong data management and cross-functional collaboration.

You will manage high-impact projects, partner with teams across the organization, and contribute to process documentation and best practices to improve efficiency and consistency.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related quantitative field.
• 4–6 years in financial services with strong operational workflow understanding.
• Experience with investment performance reporting, trade execution, account opening, and subscription documentation, compliance, CRM data management.
• Analytical, problem-solving and client service skills with data interpretation ability.
• High attention to detail, adaptability and ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and Copilot; advanced Excel skills preferred.
• Strong verbal and written communication; cross-team collaboration and initiative a plus.

Responsibilities

• Coordinate data requests from Salesforce, reporting platforms, custodians, and index providers.
• Maintain and review data in databases and CRM systems; audit and deploy enhancements.
• Document processes and train staff on improvements.
• Own key projects such as vendor implementation, system integration, and regulatory audits.
• Understand other departments to align needs in implementations.
• Collaborate with Research, Compliance, Advisory, Capital Markets, Finance, Marketing, and Reporting teams.
• Mentor junior team members in operational tasks and projects.
• Support additional departmental initiatives as needed.

Skills

Analytical thinking

Problem solving

Client service

Communication skills

Team collaboration

Attention to detail

Multitasking

Education

Bachelor’s degree in Finance/Economics/Business

Tools

Salesforce

Excel

Copilot

Power BI

CRM systems

Job description

Company Description

Pathstone is a growing wealth management firm serving ultra‑high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long‑term support across the full landscape of wealth and well‑being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose‑driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Job Overview

The Innovation Advancement Team is a centralized group focused on driving firm‑wide initiatives that improve how we work and support long‑term growth. The team combines project management with specific subject‑matter expertise to streamline processes, implement best practices, and deliver consistent client experience across the firm.

The Innovation Advancement Manager plays a key role in supporting these efforts through strong data management, process improvement, and cross‑functional collaboration. They will manage high‑impact projects and partner closely with teams across the organization to deliver solutions aligned with business needs. They will also contribute to process documentation and best practices, helping to enhance efficiency, consistency, and continuous improvement across the firm.

Key Responsibilities

• Coordinate and execute data requests from available systems (Salesforce, Reporting Platforms, Custodians, Index Providers) to contribute to the assessment and project planning.
• Maintain and review data in databases and CRM systems to support firm initiatives. This can include auditing existing data and leading the deployment of enhancements across various systems.
• Document and enhance processes and procedures and effectively train process improvements and changes to staff.
• Take ownership of key firm projects, such as vendor implementation, systems integration, regulatory audits, and process enhancement.
• Develop an in‑depth understanding of the functions of other departments to integrate the needs of each into implementation.
• Due to the required expertise in a variety of operational and investment matters, this role will work closely on initiatives within the Research, Compliance, Advisory, Capital Markets, Finance, Marketing, and Reporting Teams.
• Mentor more junior team members in executing on operational tasks and projects.
• Support other department initiatives as needed.

Qualifications

• Bachelor’s degree required; degree in Finance, Economics, Business Administration, or a related quantitative field preferred.
• 4 – 6 years of experience in financial services, with a strong understanding of operational workflows within an RIA or family office environment preferred.
• Familiarity with core operational functions such as investment performance reporting, trade execution, account opening, and subscription documentation, compliance process, and CRM data management.
• Strong analytical, problem‑solving, and client service skills, with the ability to interpret data, identify opportunities for improvement, and support business decision‑making.
• High level of attention to detail, adaptability, and accountability, with the ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
• Proficiency in Microsoft Office and Copilot, with advanced Excel capabilities (pivot tables, lookup function) strongly preferred.
• Strong verbal and written communication skills, with the ability to collaborate effectively across teams and clearly convey information.
• Demonstrated initiative, positive attitude, and proactive approach to problem‑solving and continuous improvement.
• Experience working with CRM platforms (Salesforce) is a plus.
• Database experience and knowledge of analytical tools, such as Excel VBA or Power BI is a plus.

This is a hybrid opportunity based in our Alexandria, VA, Atlanta, GA, Bellevue, WA, Englewood, NJ, or Potomac, MD office.

Compensation

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $80,000 - $85,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship

We are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Equal Opportunity Statement

Pathstone is proud to be an equal opportunity employer.

Application Reminder

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.