Senior Advisor

Pathstone; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Pathstone seeks a skilled Client Advisory professional to support our Boston office. The role focuses on client service, daily operations, and special projects, including performance analysis and investment background work for client presentations.

The ideal candidate has 4–7+ years in financial management, strong analytical and communication skills, and proficiency with Excel and the Microsoft Office suite. CFP preferred, with opportunities for professional growth.

Qualifications

• Bachelor’s degree in business or finance; CFP preferred.
• 4–7+ years in financial management with client service focus.
• Strong analytical, verbal and written communication skills; detail-oriented.

Responsibilities

• Support Client Advisory Team with client service, daily operations, and special projects.
• Prepare performance analysis, investment manager background work, and client presentation material.
• Coordinate with Capital Markets Group and be the information provider to accountants, banks, investment managers and other professionals.

Skills

Client service

Analytical skills

Communication

Excel

Education

Bachelor's degree

CFP preferred

Tools

Microsoft Office

Investment background

CRM software

Job description

CompanyDescription: Pathstoneisanindependentlyoperatedpartner-ownedadvisoryfirm,offering families,familyoffices, and select nonprofit institutions comprehensivefamily office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth.

Pathstone has 14 locations around the country but operates as one officeand one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team.

Our team members are encouraged to pursue their passions by serving on a varietyofcommitteeswithinthefirmcoveringavarietyofinteresting topics. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment.

Thisrolesupportsthefirm’sBoston office.

Qualifications:

Bachelor’s degree in related field (Business, Finance, Accounting, Economics).CFP(preferred).Priorexperienceinthefinancialmanagement industry of 4-7+ years is required. The ideal candidate will possess strong analytical, quantitative,problem-solving, and client service skills.Being detail-oriented and understanding time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. Being comfortable speaking with clients and theirother professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. At the same time, they should enjoy learning and growing and be motivated to take on new challenges. Strong verbal and written communication skills are important to the role. Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is important.

JobDescription:

Support our Client Advisory Team in allmannersof client service,daily operations, andspecialprojects, which can include preparing performanceanalysis,investmentmanagerbackgroundwork,andclient presentation material. Advisory positions are a career path lending to increasedclientengagementsandcomplexityovertime,while supporting Directors and Managing Directors across the firm.

JobResponsibilities:

Provide support to a Client Advisory Team in the communication and implementationofclientinvestmentstrategies.Communicatewithclients directlyviaphone,zoom,andin-personmeetings,andbethefirstpointof contact for client inquiries, solving problems, and proactively meeting clients’ needs. Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supportingdocumentation,andfollowtheprocessthrough intandemwith the firm’s Capital Markets Group. Act asinformation provider to accountants, banks, investment managers and other professionals also supporting clients. Due to the required expertise in all client operational matters,thisrolewillserveasadditionalsupportinthequarterlyreporting process, specifically in reconciling and otherwise reviewing client reports. Be a mentor and resource for Associates and Advisors on operational matters, such as recon, reporting, account opening/transfers, etc.

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

Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)? Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)?

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? Yes No