Associate, Wealth Planning Group

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. 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.

This role supports the firm’s national Wealth Planning Group Family Advisory work. 

Job Description:  The Family Engagement Associate will support the Wealth Planning Group’s efforts to help clients achieve the health, functioning, and fulfillment they desire for themselves and their families. The ideal candidate believes that financial wealth—as important as it is to our clients—is a means, not an end. As such, planning requires both human and technical elements to be successful.

This associate will play a key role in supporting ultra-high-net-worth (UHNW) families as they pursue what matters most to them, often working within a family capitals framework that includes Legacy Capital, Relationship Capital, Financial Capital, Human Capital, and Social Capital. The associate should be comfortable engaging with families on topics related to values and vision, family dynamics, governance, rising generation engagement, learning, and philanthropy. Technical financial and estate planning skills are not required, but a basic understanding of and respect for their importance is essential.

Qualifications:

Education & Experience:

• 2 years of experience or exposure to UHNW families, family dynamics, rising generation engagement, philanthropy, wealth management, or estate planning.
• Bachelor’s degree in psychology, education, family business, management, finance, or a related field.

Preferred Qualifications:

• Demonstrated passion for working with UHNW families to support their thriving as individuals and as family systems.
• Strong sensitivity to the dynamics surrounding both significant earned and inherited financial wealth.
• Empathy, the ability to foster collaborative relationships, and a drive to achieve positive impact for clients.
• Excellent communication and interpersonal skills to engage with accomplished multi-generational families and their professional advisors.
• Highly organized with experience managing multi-stakeholder projects.

Job Responsibilities:

Client Support & Advisory Assistance:

• Assist in the development of client presentations and planning materials related to governance, succession, financial education, and philanthropy.
• Support advisors in delivering personalized recommendations to families on family governance, dynamics, and next-generation engagement.

Family Learning and Governance:

• Support the creation and implementation of family values and mission statements, decision-making frameworks, governance structures, and family constitutions.
• Assist in organizing, developing content for, and facilitating family meetings, retreats, and educational workshops.
• Contribute to content development for family learning initiatives and rising generation engagement, covering topics including communication, leadership, entrepreneurship, financial literacy, philanthropy, and purpose-driven investing.
• Conduct assessments to help families measure and build their capitals.

Operational & Strategic Support:

• Maintain and track deliverables while managing project timelines to ensure effective execution of family advisory initiatives.
• Prepare meeting agendas, follow-up notes, and assist in managing action items and scheduling.
• Maintain records of family engagements, learning plans, and governance structures to track long-term progress.
• Develop customized tools and resources to help families apply the Capitals Framework in decision-making.
• Collaborate with internal teams and external partners (legal, tax, investment) to ensure holistic wealth planning that extends beyond financial capital.

Research & Thought Leadership:

• Conduct research on issues facing UHNW families.
• Assist in drafting white papers and insights for both internal use and client-facing materials.
• Monitor industry developments and regulatory changes relevant to UHNW families and family offices.

Philanthropy, Social Capital, & Impact Strategies:

• Support families in designing philanthropic strategies that align with their values and legacy goals.
• Research and curate opportunities for families to build social capital through networking, community engagement, and leadership development.
• Participate in project development and implementation of philanthropic or family governance initiatives.
• Help rising generations find meaningful ways to engage in philanthropy and family governance.

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