Associate, Client Advisory

4 weeks ago

Alexandria, United States PathStone Full time
Pathstone Associate Program: A Client Advisory CareerPath

Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry. The program combines a combination of hands-on experience as well as a week-long formal training program with other Associates from our offices across the country. This program is ideal for passionate and engaged individuals who have an interest in a career in wealth management and have the interpersonal skills and results orientation to actively contribute to the Pathstone team and culture.

Job Description:

Assist the Client Advisory Team(s) in all manners of client service and daily operations, as well as special projects. Primary responsibility is supporting the daily operations of individual Client Teams.' This can include drafting letters of instruction, completing account applications, preparing fund subscription documents and assisting in the development of client presentation materials. In addition, the Associate will collaborate with client teams to process money movements and execute trades within accounts, while following the process through in tandem with the firm's Capital Markets Group. Associates act as an information resource to accountants, bankers, and other professionals who also support our clients.

Through the evolution of an Associate's CareerPath, there will be opportunities for further professional development through internal programs at the firm and by studying for a professional certification (CFP, CFA).

Location: Alexandria, VA

Training Program:

Pathstone provides our teammates with development opportunities empowering them to be their best selves in their current and future roles. We desire to have passionate and engaged individuals who have the tools and skillsets to better Pathstone's culture and to continue to perfect the client experience.

Through an immersive in-person learning experience, our Client Advisory Associates spend a week collaborating and learning alongside peers from across the country. The Learning Objective for this training is to reinforce an Associate's core Roles & Responsibilities through live simulations while also providing opportunities to foster deeper connections with peers and Subject Matter Experts across departments.

Qualifications:

  • Bachelor's degree
  • 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
  • Basic understanding of investments including mutual funds, separately managed accounts, and alternative investments is preferred
  • Strong analytical, quantitative, problem-solving, and client service skills
  • Detail-oriented and ability to handle time-sensitive issues
  • Solid PC and Microsoft Office suite skills, particularly Excel
  • A positive attitude and initiative in all aspects of the position
  • The ability to prioritize tasks in the face of competing demands
  • Engaged in learning and growing, and motivated to take on new challenges
  • Strong verbal and written communication skills


Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.

Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone has experienced significant growth over the past 5 years and currently oversees approximately $100B in assets under advisement and administration. As a certified B Corp, we seek to make a difference in the lives of our clients and their families as well as offer a positive and supportive work environment for our employees.

Although Pathstone currently has 19 locations across the country, the firm operates as one office and one team. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering important topics to our clients. Our team members are lifelong learners who have opportunities to continue their personal and professional development through curated programming. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the challenging 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.

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

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