VP, Client Advisory & Practice Growth

Pathstone; Boulder (CO); On-site; USD 165,000 - 185,000; Full time

Benefits offered by this job

Temporary housing during training

Relocation assistance

Job summary

Pathstone seeks a Vice President, Client Advisory to cultivate the next generation of business development and advisory leaders for ultra-high-net-worth clients. The role spans relationship management, investment planning, and growth, with a cohort-based training program starting in late summer 2027 at Pathstone's New York City office.

Participants will build expertise across Investment Research, Financial Planning, and Relationship Management, transitioning to lead advisory engagements and

Qualifications

• Bachelor’s degree required.
• Series 65 within 90 days of employment.
• MBA or JD or other advanced degree by start date.
• CFA and/or CFP certification preferred or meaningful progress.
• 4+ years of experience in finance with client engagement.

Responsibilities

• Develop and expand client relationships and advisory practice.
• Lead business development, strategy, proposals and client presentations.
• Build and expand a referral network and market presence.
• Support national and office efforts for growth and events.
• Mentor junior staff and contribute to operational best practices.
• Prepare performance analyses and client materials.

Skills

Client engagement

Leadership

Communication

Analytical skills

Education

Bachelor’s degree

MBA or JD or equivalent

Series 65 within 90 days

CFA and/or CFP preferred

Tools

AI productivity tools

Job description

Pathstone seeks a Vice President, Client Advisory to cultivate the next generation of business development and advisory leaders for ultra-high-net-worth clients. The role spans relationship management, investment planning, and growth, with a cohort-based training program starting in late summer 2027 at Pathstone's New York City office.

Participants will build expertise across Investment Research, Financial Planning, and Relationship Management, transitioning to lead advisory engagements and