Senior Client Advisory Director

Pathstone; New York (NY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonus

Equal opportunity employer

Job summary

Pathstone in New York, NY is seeking an Associate Director, Client Advisory to deliver comprehensive wealth management solutions for ultra-high-net-worth families and endowments. You will lead client relationships, coordinate investment implementation, and mentor junior professionals within a growing advisory platform.

The role emphasizes relationship management, collaboration with planning and tax teams, and business development to expand Pathstone's client base.

Qualifications

• Completion of, or meaningful progress toward, an advanced degree or professional designation (CFP®, CFA, MBA, or JD) required.
• 5–8+ years of experience in wealth management, private banking, family office, or financial advisory environments with demonstrated client engagement experience.
• Series 65 required (or attained within 90 days of employment).

Responsibilities

• Manage and maintain multiple client relationships, in both a primary and support capacity with the goal of becoming the trusted advisor for our client families.
• Serve as a primary point of contact for client inquiries, responding via phone, video, and in-person meetings with professionalism and responsiveness.
• Proactively identify and address client needs while maintaining a high standard of service.
• Partner with our wealth planning team (when applicable) to ensure clients’ income tax, estate, and philanthropic plans are executed.
• Prepare and maintain client balance sheet and data aggregation (when applicable).
• Work with our wealth planning and tax teams on pre-transaction tax mitigation strategies and concentrated position management (when applicable).

Skills

Relationship management

Client relationships

Investment coordination

Business development

Team mentorship

Education

Advanced degree progress

Tools

Excel

Salesforce

AI productivity tools

Job description

Pathstone in New York, NY is seeking an Associate Director, Client Advisory to deliver comprehensive wealth management solutions for ultra-high-net-worth families and endowments. You will lead client relationships, coordinate investment implementation, and mentor junior professionals within a growing advisory platform.

The role emphasizes relationship management, collaboration with planning and tax teams, and business development to expand Pathstone's client base.