Manager, Client Advisory Austin, TX

Pathstone Welcomes Crestone Capital LLC; Austin, Northern (TX, KY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive medical coverage

401(k) plan

Flexible PTO

Education support

Job summary

Pathstone Welcomes Crestone Capital LLC in Austin, TX, is seeking a Client Advisory professional to support its operations and client service. The role includes handling client inquiries, preparing documentation, and providing assistance to the Client Advisory team. Ideal candidates hold a degree in finance or a related field with 4-7 years of experience in financial management.

This position emphasizes strong analytical and communication skills, along with proficiency in Microsoft Excel. Pathstone values diversity and is an equal opportunity employer.

Qualifications

• 4 – 7+ years of experience in the financial management industry required.
• CFP certification is preferred.
• Experience with client interactions regarding money movement and account management.

Responsibilities

• Serve as the first point of contact for client inquiries.
• Support the Client Advisory team in implementing client investment strategies.
• Prepare and organize client documentation and reports.

Skills

Analytical skills

Client service skills

Problem-solving

Detail-oriented

Microsoft Excel

Communication skills

Education

Bachelor’s degree in Business, Finance, Accounting, or Economics

Job description

Company Overview

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.

Benefits

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 Description

This role supports the firm’s Austin, TX office. Support our Client Advisory team in all manners of client service, daily operations, and special projects, which can include preparing performance analysis, investment manager background work, and client presentation material. Advisory positions are a career path lending to increased client engagements and complexity over time, while supporting Directors and Managing Directors across the firm.

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.
• Provide support to a Client Advisory team in the communication and implementation of client investment strategies.
• Prepare client documentation: draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
• Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
• Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
• 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 a related field is required (Business, Finance, Accounting, Economics).
• 4 – 7+ years of experience in the financial management industry is required. CFP is preferred.
• 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.

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.

Equal Opportunity Statement

Pathstone is proud to be an equal opportunity employer.