Senior Client Advisory Leader, Wealth Management

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

Job summary

Pathstone is seeking an Associate Director, Client Advisory in New York, NY to lead relationship management for ultra-high-net-worth families, family offices, foundations and endowments, delivering integrated wealth solutions.

You will mentor junior staff, guide investment implementation, coordinate wealth planning with tax, estate, and philanthropic goals, and play a key role in growing client ownership and the firm’s advisory platform.

Qualifications

• Advanced degree or professional designation required (CFP®, CFA, MBA, JD).
• 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, acting as trusted advisor for client families.
• Partner with wealth planning and tax teams to coordinate income tax, estate, and philanthropic plans.
• Oversee investment policy statements, portfolio construction, and rebalancing; collaborate with clients on spending and cash flow planning.
• Support business development efforts, build referral networks, and contribute to practice management initiatives.
• Mentor Associates and Senior Associates; drive process improvements and advise on advisory best practices.

Skills

Relationship management

Communication

Analytical thinking

Time management

Excel proficiency

AI productivity tools

Education

CFP / CFA / MBA / JD

Tools

Salesforce

Job description

Pathstone is seeking an Associate Director, Client Advisory in New York, NY to lead relationship management for ultra-high-net-worth families, family offices, foundations and endowments, delivering integrated wealth solutions.

You will mentor junior staff, guide investment implementation, coordinate wealth planning with tax, estate, and philanthropic goals, and play a key role in growing client ownership and the firm’s advisory platform.