Manager, Client Advisory

Socket.dev; Boston (MA); Hybrid; USD 85,000 - 100,000; Full time

Job summary

Pathstone in Boston, MA is seeking a Client Manager in Client Advisory to support the Client Team. You’ll oversee the timely completion of work, supervise Support Team Members, and execute on direction from Team Leads to grow client engagement over time.

You’ll coordinate investment strategy communications, prepare client documents, and mentor junior staff. A Bachelor’s degree and 3–5+ years in finance are required, with CFP/CFA/MBA/JD preferred for advancement opportunities.

Qualifications

• Bachelor’s degree in related field is required.
• 3–5+ years of experience in the financial management industry is required.
• CFP, CFA, MBA, or JD is preferred but not required; may be required for advancement.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented and understands time-sensitive issues.
• Strong verbal and written communication skills.
• Comfort speaking with clients and professionals about money movement and account operations is a plus.

Responsibilities

• Serve as the first point of contact for client inquiries and proactively meet client needs.
• Coordinate communication and implementation of client investment strategies with Team Leads.
• Provide oversight to Support Team Members on preparing client documentation and filings.
• Act as information provider to accountants, banks, and outside investment managers.
• Manage the quarterly reporting process and ensure timely delivery of client reports.
• Coordinate and prepare materials needed for client meetings.
• Mentor Associates on operational matters such as recon, reporting, and account openings/transfers.

Skills

Client service

Communication

Time management

Problem solving

Detail oriented

Education

Bachelor’s degree in related field

Tools

Microsoft Office

Excel

Job description

CompanyDescription: 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.

This role supports the firm’s Boston, MA office, and will be expected to work onsite three days per week, with two days per week available for remote work.

Job Description

The Client Manager role in Client Advisory is an integral member of the Client Team. As the Team Coordinator, you are responsible for overseeing the timely and accurate completion of work, essential in helping clients live their preferred lives. This position provides support to and oversees Support Team Members, while executing on and coordinating direction given by Team Leads. Client Manager positions offer a career path leading to increased client engagement and complexity of work over time.

Key Responsibilities

• Serve as the first point of contact for client inquiries, solving problems, and proactively meeting clients’ needs. Communicate with clients directly via phone, zoom, and in-person meetings.
• 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.

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.
• Proactive, detail-oriented and understands time-sensitive issues.
• Strong verbal and written communication skills.
• Skill with PC and Microsoft Office suite, particularly Excel.
• Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
• Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
• Enjoys learning and growing and is motivated to take on new challenges.
• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $85,000 - $100,000 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: Please note, 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.

Pathstone is proud to be an equal opportunity employer.

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.

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