What are the responsibilities and job description for the Senior Advisor position at Pathstone?
Company Description: Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth.
Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team.
Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment.
Pathstone provides a competitive benefits package for our employees.
This role supports the firm’s Boston office.
Qualifications: Bachelor’s degree in related field (Business, Finance, Accounting, Economics). CFP (preferred). Prior experience in the financial management industry of 4-7 years is required. The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being detail-oriented and understanding time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. Being comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus. They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. At the same time, they should enjoy learning and growing and be motivated to take on new challenges. Strong verbal and written communication skills are important to the role. Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is important.
Job Description: Support our Client Advisory Team in all manners of client service, daily operations, and special projects, which can include preparing performance analysis, investment manager background work, and client presentation material. Advisory positions are a career path lending to
increased client engagements and complexity over time, while supporting Directors and Managing Directors across the firm.
Job Responsibilities: Provide support to a Client Advisory Team in the communication and implementation of client investment strategies. Communicate with clients directly via phone, zoom, and in-person meetings, and be the first point of contact for client inquiries, solving problems, and proactively meeting
clients’ needs. Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group. Act as information provider to accountants, banks, investment managers and other professionals also supporting clients. Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports. Be a mentor and resource for Associates and Advisors on operational matters, such as recon, reporting, account opening/transfers, etc.
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
