Senior Associate, Client Advisory

Pathstone; Potomac (MD); Presencial; USD 74.000 - 82.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Vision & Dental

Flexible PTO

Life Insurance

Education Support

401(k) Plan

Parental Leave

Descripción de la vacante

Pathstone, a growing wealth management firm, seeks a client advisory assistant to support the Client Advisory Team in service and daily operations. You will assist with preparing performance analyses, investment manager background, and client presentation materials.

Responsibilities include drafting instructions, applications, and agreements; coordinating with Capital Markets; and serving as a resource to accountants and managers. Strong communication and Excel skills are essential.

Formación

• Bachelor's degree required.
• 1–3+ years of experience in financial management.
• CFP track preferred but not required.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented and time-sensitive.
• Strong verbal and written communication skills.
• Proficient with PC and Excel; good in Office suite.
• Comfort speaking with clients about money movement and account operations.
• Shows initiative, prioritizes tasks under pressure.
• Familiarity with investments including mutual funds and SMA/alternatives.
• Familiarity with AI productivity tools is preferred.

Responsabilidades

• Support Client Advisory team in communicating and implementing client investment strategies.
• Prepare client documentation: letters of instruction, applications, agreements, and fund subscriptions; coordinate with Capital Markets Group.
• Serve as information liaison to accountants, banks, investment managers, and other professionals.
• Assist in quarterly reporting: reconcile and review client reports.

Conocimientos

Analytical skills

Quantitative skills

Problem solving

Client service

Verbal communication

Written communication

Attention to detail

Time management

Educación

Bachelor's degree

Herramientas

Excel

Microsoft Office

AI productivity tools

Descripción del empleo

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 $185 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 DC offices.

Job Description:

Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.

Key Responsibilities

• 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.

Qualifications

• Bachelor’s degree is required.
• 1 – 3+ years of experience in the financial management industry is required. CFP track is preferred but not required.
• 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.
• Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.

Pay Transparency

Pathstone’s expected starting base compensation range for the position as of the time of this posting is $74,000 - $81,500 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.