Associate, Client Advisory

4 days ago

Potomac, 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 learning 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 completing account applications, preparing fund subscription documents, accounting and reporting maintenance, 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 firms Capital Markets Group. Associates manage task flow and record keeping inside our firms CRM ensuring we have accurate and timely execution. Through the evolution of an Associates 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 & Timing: Due to Pathstones fast growth, we have associate positions available in many of our office locations. The specific placement will be determined as part of the hiring process. Potential locations include: Alexandria, VA (DC Metro) Potomac, MD (DC Metro) Bellevue, WA Boulder, CO Newtown Square, PA While there are various potential locations for new associate placement, this post is for consideration in our Potomac, MD office with a start date in the summer of 2025. Learning 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 Pathstones 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 Associates core Roles & Responsibilities through live simulations while also providing opportunities to foster deeper connections with peers and Subject Matter Experts across departments. Qualifications: Bachelors 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 Solid analytical, quantitative, problem-solving, and client service skills Detail-oriented and ability to handle time-sensitive issues Strong 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 a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and 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. Pathstones 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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