Associate Director, Client Advisory - PathStone : Job Details

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Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single-family offices, foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Description of Role:

Serve as an integral member of the client advisory team responsible for all aspects of client relationship management and investment advisement. The SF Client Advisory team is expected to be in the office Monday through Thursday with remote work permitted on Fridays.

Investment Responsibilities

• Develop a clear understanding of client's existing assets, liabilities, planning structures, and cash flow requirements.
• In conjunction with the senior client advisor, develop ongoing investment strategy including objectives and guidelines, and asset allocation for each client entity. Monitor asset allocation with appropriate asset class and manager rebalancing recommendations, while addressing tactical investment opportunities.
• Evaluate and provide recommendations regarding potential investments identified by Pathstone's Research Group as well as occasional client-directed opportunities.
• Run portfolio analytics and develop presentations to facilitate investment dialogue with clients.
• Serve as a resource for senior members of client advisory team for ad-hoc projects.
• Attend weekly investment committee meetings and engage with research colleagues.

Client Service

• Review and ensure accuracy and completeness of all client reporting material with formal reports delivered on a quarterly basis.
• Respond to a wide variety of client requests encompassing, but not limited to, investment-related issues, wealth transfer planning, tax, estate and legal structural issues, audit assistance and philanthropic planning.
• Serve as a client advocate and key point of client contact, proactively developing solutions to an evolving set of needs.
• Business travel likely.

Management

• Serve in a leadership capacity within the client advisory team to help mentor and develop associates and senior associates.
• Manage people, processes, and projects in conjunction with other members of the team both within client advisory and across cross-group initiatives.
• Manage client teams, transactions and timelines.
• Manage and assist with firm projects and initiative.

You Are A Great Fit If You

You do not have to match all the listed requirements exactly to apply. Pathstone believes that our organization and culture are made stronger through diverse perspectives and experiences.

• An MBA, CFA or equivalent background preferred.
• At least 3-5 years of experience in finance (i.e. investment management, investment banking, capital markets), and/or relevant operating or legal experience.
• 2-3 years of experience managing people, processes, and projects.
• Strong degree of familiarity with capital markets, investing and/or asset allocation principles.
• Strong analytical, writing, and presentation skills, as well as the ability to think critically and communicate in a concise, organized manner.
• Strong interpersonal skills with the ability to interact with varied audiences.
• High degree of comfort working in a flexible, entrepreneurial environment.

What We Offer

• Generous benefits package, including employer-paid health coverage options, a 401(k) plan with employer match, and pre-tax benefits for transit and health care.
• Flexible Paid Time Off (FPTO).
• Annual wellness benefit that covers a broad range of activities including physical, emotional, family, intellectual, and financial expenses.
• Professional development funding and training sessions.
• Social events plus volunteer and philanthropic opportunities.
• A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions.

Pay Transparency:

Pathstone's expected starting base compensation for the position as of the time of this posting is $125,000 - $175,000. The successful candidate(s) may also be eligible for a discretionary annual bonus award.

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.

Pathstone's applicant privacy notice for residents of California is available here:

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

Seniority level

• Seniority levelDirector

Employment type

• Employment typeFull-time

Job function

• Job functionConsulting, Information Technology, and Sales

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