Senior Client Advisory Director - Wealth Management

Pathstone; Denver (CO); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical, vision & dental coverage

Flexible PTO

401(k) plan with matching

Parental leave

Education support

Job summary

Pathstone is hiring an Associate Director, Client Advisory to lead client relationships for ultra‑high‑net‑worth families and endowments from our Colorado offices. The role blends relationship management, investment implementation, and wealth planning coordination, with mentorship and firm leadership responsibilities.

You will work with internal specialists, develop referrals, and contribute to practice growth while upholding client‑first service and thoughtful, integrated guidance.

Qualifications

• Bachelor’s degree required.
• 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 to ensure clients’ income tax, estate, and philanthropic plans are executed.
• Prepare and maintain client balance sheet and data aggregation.
• Oversee portfolio construction and rebalancing with the client.
• Collaborate with clients on spending policy, cash flow planning, asset location and custody.

Skills

Client relationship management

Wealth management

Financial advisory

Communication

Microsoft Office / Excel

Salesforce

AI productivity tools

Education

Bachelor’s degree

CFP/CFA/MBA/JD (progress)

Tools

Microsoft Office

Excel

Salesforce

AI productivity tools

Job description

Pathstone is hiring an Associate Director, Client Advisory to lead client relationships for ultra‑high‑net‑worth families and endowments from our Colorado offices. The role blends relationship management, investment implementation, and wealth planning coordination, with mentorship and firm leadership responsibilities.

You will work with internal specialists, develop referrals, and contribute to practice growth while upholding client‑first service and thoughtful, integrated guidance.