Senior Client Advisory Director

Pathstone; Northern (KY); Hybrid; USD 140,000 - 190,000; Full time

Job summary

Pathstone is seeking an Associate Director, Client Advisory to join its Newtown Square, PA office. You will partner with Directors to deliver comprehensive wealth management solutions for ultra‑high‑net‑worth families, family offices, and endowments.

The role combines client relationship management, investment implementation, planning coordination, and leadership—mentoring junior staff and driving operational excellence. A strong analytical mindset and excellent communication are essential.

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).
• Support the team in identifying and pitching new potential clients.
• Develop and continuously expand referral network, building Pathstone's presence through frequent interaction and communication with external parties.
• Assist with team projects related to a variety of client-related topics and business development efforts.
• Maintain a current pulse of the industry through research, conferences, and networking events.
• Play an integral role in designing and executing our client development practices and approach.
• Support quarterly reporting processes, including reconciliation and detailed review of client reports.
• Act as an information liaison to accountants, banks, attorneys, lenders and other external professionals supporting client relationships.
• Serve as a mentor and operational resource to Associates and Senior Associates on matters including reconciliations, reporting, account openings, and transfers.
• Contribute to process improvements and operational best practices within the office.
• Participate in leader-led sessions focused on advisory best practices, business development, leadership development, and practice management.

Skills

Client relationship management

Analytical skills

Excel

Salesforce

AI productivity tools

Education

CFP designation

CFA designation

MBA

JD

Tools

Excel

Salesforce

AI productivity tools

Job description

Pathstone is seeking an Associate Director, Client Advisory to join its Newtown Square, PA office. You will partner with Directors to deliver comprehensive wealth management solutions for ultra‑high‑net‑worth families, family offices, and endowments.

The role combines client relationship management, investment implementation, planning coordination, and leadership—mentoring junior staff and driving operational excellence. A strong analytical mindset and excellent communication are essential.