Associate, Client Advisory

<p> </p> <p><span style="font-size: 14pt;"><strong>Company</strong><strong> </strong><strong>Description: </strong>Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.</span></p> <p><span style="font-size: 14pt;">Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.</span></p> <p><span style="font-size: 14pt;">With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.</span></p> <p><span style="font-size: 14pt;">Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.</span></p> <p><span style="font-size: 14pt;">Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.</span></p> <p><span style="font-size: 14pt;">This role supports the firm’s Conshohocken, PA office. </span></p> <p><span style="font-size: 14pt;"><strong> </strong></span></p> <p><span style="font-size: 14pt;"><strong>Job</strong><strong> </strong><strong>Description</strong>: Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material. </span></p> <p><span style="font-size: 14pt;"><strong> </strong></span></p> <p><span style="font-size: 14pt;"><strong>Key Responsibilities: </strong></span></p> <ul> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.</span></li> </ul> <p><span style="font-size: 14pt;"><strong> </strong></span></p> <p><span style="font-size: 14pt;"><strong>Qualifications: </strong></span></p> <ul> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Bachelor's degree is required.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Strong analytical, quantitative, problem-solving, and client service skills.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Proactive, detail-oriented and understands time-sensitive issues.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Strong verbal and written communication skills.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Skill with PC and Microsoft Office suite, particularly Excel.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Shows a positive attitude and initiative in all aspects of the position and demonstrates the ability to prioritize tasks in the face of competing demands.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Enjoys learning and growing and is motivated to take on new challenges.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Interest in learning how to use and optimize AI for day-to-day workflows in a creative manner.</span></li> </ul> <p> </p> <p><span style="font-size: 14pt;"><strong>Visa Sponsorship: </strong>Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.</span></p> <p> </p> <p><span style="font-size: 14pt;"><strong>Pathstone is proud to be an equal opportunity employer.</strong></span></p> <p><span style="font-size: 14pt;"><strong>As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.</strong></span></p> <p><span style="font-size: 14pt;"><strong>#LI-Hybrid</strong></span></p> <p><span style="font-size: 14pt;"><strong> </strong></span></p> <p> </p>