Accelerate your career in wealth management with Pathstone as an Associate Director, Client Advisory in Denver, CO. Manage high-net-worth relationships while implementing comprehensive investment solutions and operational oversight.

Pathstone is seeking a skilled Associate Director to join their Client Advisory Team. This pivotal role involves supporting ultra-high-net-worth clients, ensuring their investment and wealth planning needs are met through exceptional advisory services. You'll work closely with directors and managing directors to mentor interns and associates, enhancing both your leadership skills and client relationships.

Key Responsibilities:
• Manage diverse client relationships professionally and proactively
• Collaborate with wealth planning teams on execution strategies




• Support the pitch for potential new clients
• Implement investment policies with the Advisory Team
• Mentor junior colleagues on operational best practices

Requirements:
• Bachelor’s degree required; advanced credentials preferred
• 5–8+ years in wealth management or financial advisory
• Series 65 certification required
• Robust analytical and problem-solving capabilities
• Proficiency in Microsoft Office, especially Excel

Enhance client engagement with your strong relationship management skills at Pathstone.
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📌 Client Advisory Associate Director at Pathstone (Ontario)
🏢 Pathstone
📍 Ontario