Wealth Advisory Director — UHNW Client Relationships

Pathstone; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, vision & dental coverage

Flexible PTO

401(k) plan

Parental leave

Life insurance

Education support

Job summary

Pathstone, a growing wealth management firm, seeks an Associate Director, Client Advisory to partner with Directors and Managing Directors in delivering comprehensive wealth management solutions to ultra-high-net-worth individuals, families, and endowments.

The role blends client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship.

Qualifications

• Completion of, or 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

• Client advisory & relationship support for multiple client relationships and act as trusted advisor to client families.
• Business development & practice management through referral networks and client initiatives.
• Investment implementation, portfolio oversight, and collaboration with wealth planning/tax teams.
• Analysis, reporting, and operations support including client presentations and reconciliations.
• Mentor and operational resource to Associates and Senior Associates; contribute to process improvements.

Skills

Relationship management

Communication skills

Financial analysis

Microsoft Excel

Team mentorship

Sales & business development

Strategic advisory

Industry knowledge

Education

Advanced degree or professional designation

Tools

Salesforce

AI productivity tools

Job description

Pathstone, a growing wealth management firm, seeks an Associate Director, Client Advisory to partner with Directors and Managing Directors in delivering comprehensive wealth management solutions to ultra-high-net-worth individuals, families, and endowments.

The role blends client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship.