JobDescription: The Client Manager is a key member of the Client Advisory Team, supporting Directors and Managing Directors in delivering comprehensive wealth management services to ultra-high-net-worth clients. The role combines client relationship support, coordinating investment implementation, assisting with operational processes, and analytical responsibilities.
Advisory roles at Pathstone represent a long-term career path with increasing client engagement and complexity over time. The position requires strong technical acumen, operational expertise, and a client-first mindset.
Key Responsibilities:Client Advisory & Relationship Support- Support the management of multiple client relationships with the goal of becoming the trusted advisor for our client families.
- Serve as a primary point of contact for client inquiries, responding via phone, video, and in-person meetings with professionalism and responsiveness.
- Assist in identifying and addressing client needs while maintaining a high standard of service.
- Partner with our wealth planning team (when applicable) to ensure clients' income tax, estate, and philanthropic plans are executed.
- Prepare and maintain client balance sheet and data aggregation (when applicable).
- Support business development efforts by contributing to the preparation of materials and assisting the team in identifying and pitching new potential clients.
- Work with our wealth planning and tax teams on pre-transaction tax mitigation strategies and concentrated position management (when applicable).
Investment Implementation- Support the Client Advisory Team in implementing Investment Research Team's guidance.
- Assist in the preparation and maintenance of investment policy statements for clients.
- Support ongoing portfolio construction and rebalancing.
- Collaborate with the Client Advisory Team to support client discussions related to spending policy, cash flow planning, asset location and custody.
Analysis, Reporting & Operations- Prepare performance analyses, relevant investment information and client presentation materials.
- Support quarterly reporting processes, including reconciliation and detailed review of client reports.
- Act as an information liaison to accountants, banks, attorneys, lenders and other external professionals supporting client relationships.
Team Leadership & Mentorship- Serve as a mentor and resource to Associates and Senior Associates on matters including reconciliations, reporting, account openings, and transfers, while continuing to develop leadership capabilities.
- Contribute to process improvements and operational best practices within the office.
- Assist with team projects related to a variety of client related topics and business development efforts.
- Support business development activities by assisting in the preparation of materials and participating in prospect-related initiatives.
- Maintain current pulse of the industry through research, conferences, and networking events.
Qualifications: - Bachelor's degree in business, finance, accounting, economics, or a related field required.
- 4 - 7+ years of experience in the financial management industry is preferred. CFP is preferred.
- Series 65 required (or attained within 90 days of employment).
- Strong analytical, quantitative, problem-solving, and client service skills.
- Detail-oriented with the ability to manage time-sensitive matters effectively.
- Solid proficiency with Microsoft Office, particularly Excel. Salesforce experience preferred.
- Comfortable communicating with clients and their professional advisors regarding investments, high-level estate planning items, investment and financial markets, and high-level tax planning items.
- Foundational knowledge of investments, including mutual funds, separately managed accounts, and alternative investments.
- Demonstrated initiative, professionalism, and the ability to prioritize competing demands.
- Excellent verbal and written communication skills.
- Motivated to learn, grow, and assume increasing responsibility over time.
Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $90,000 - $110,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship: 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.
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