Senior Client Advisory Director (Hybrid)

Pathstone; Denver, Boulder (CO, CO); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical, Vision, Dental

Flexible PTO

401(k) Plan

Parental leave

Job summary

Pathstone is a premier wealth advisory firm seeking an Associate Director, Client Advisory to deepen client relationships across ultra-high-net-worth families, single family offices, and endowments. The role combines investment implementation, wealth planning coordination, business development, and leadership within a collaborative team.

The position emphasizes client ownership, cross-functional collaboration with planning and tax teams, and mentoring junior staff while delivering thoughtful,

Qualifications

• Advanced degree or professional designation preferred (CFP®, CFA, MBA, or JD).
• 5–8+ years of experience in wealth management or financial advisory with client engagement.
• Series 65 required (or to be attained within 90 days).

Responsibilities

• Manage and maintain multiple client relationships, primary and support capacity, aiming to be the trusted advisor for client families.
• Serve as primary contact for client inquiries via phone, video, and in-person meetings.
• Collaborate with wealth planning, tax, and planning teams to execute plans and mitigation strategies.
• Prepare and maintain client balance sheets and data aggregation.
• Oversee portfolio construction, rebalancing, and asset location discussions.
• Mentor Associates and drive operational excellence within the office.

Skills

Relationship mgmt

Financial analysis

Client communication

Portfolio mgmt

Excel

Business development

Education

CFP

CFA

MBA

Tools

Salesforce

Microsoft Excel

AI productivity tools

Job description

Pathstone is a premier wealth advisory firm seeking an Associate Director, Client Advisory to deepen client relationships across ultra-high-net-worth families, single family offices, and endowments. The role combines investment implementation, wealth planning coordination, business development, and leadership within a collaborative team.

The position emphasizes client ownership, cross-functional collaboration with planning and tax teams, and mentoring junior staff while delivering thoughtful,