What are the responsibilities and job description for the Senior Associate, Client Advisory position at Pathstone?
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 Austin, TX office.
Qualifications: Bachelor’s degree. CFP designation, proficiency in financial planning and analysis, and experience with financial planning software strongly preferred. Prior experience in the financial management industry of 2-3 years, specifically Client Operations and Administration, and past full-time office experience is a plus. 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. 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, the candidate must be engaged in learning and growing and be motivated to take on new challenges. Strong verbal and written communication skills are important to the client facing role. Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is strongly preferred.
Job Description: Provide assistance to Client Advisory Team in all manners of financial planning, reporting, client service and daily operations, as well as special projects, which can include preparing client financials and client presentation material.
Job Responsibilities: Manage and maintain quarterly financial reports across client base for client meetings. Manage financial planning and provide ad hoc analyses for client’s financial and estate planning needs. Prepare and adjust financial plans based on clients' changing needs. Provide support to Client Advisory Team in the communication and implementation of client investment strategies. 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 reviewing client reports.
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
