Senior Associate, Client Advisory New Potomac, MD

Pathstone; Potomac (MD); On-site; USD 74,000 - 82,000; Full time

Job summary

Pathstone, a growing wealth management firm with offices nationwide, seeks a Client Advisory Assistant for its Potomac, MD office. You will support a Client Advisory Team in delivering client service, preparing performance analyses, and coordinating investment-related materials.

The role requires a Bachelor's degree and 1–3+ years in financial management; CFP track is preferred but not required. Strong analytical and communication skills are essential, with a proactive, detail-oriented approach.

Qualifications

• Bachelor's degree required.
• 1–3+ years in financial management industry required; 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.
• Comfort with discussing money movement, account openings, and trades with clients and professionals.

Responsibilities

• Provide support to a Client Advisory team in communicating and implementing investment strategies.
• Prepare client documentation: letters of instruction, account applications, manager agreements, and fund subscription documents; coordinate with Capital Markets Group.
• Act as information provider to accountants, banks, investment managers, and other professionals supporting clients.
• Assist with quarterly reporting: reconciling and reviewing client reports.

Skills

Analytical skills

Quantitative skills

Problem-solving

Client service

Education

Bachelor's degree

Tools

PC + MS Office

Excel

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.

This role supports the firm’s Potomac, MD office.

JobDescription: 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.

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 [e-mail] 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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