Join Pathstone as an Associate Director of Client Advisory in Denver, CO, where you'll lead client engagement and investment implementations for ultra-high-net-worth families. Deliver integrated wealth solutions with a client-first approach.
In this essential role, you will collaborate with directors to provide comprehensive wealth management to high net worth families and foundations. Your focus will include managing multiple client relationships, mentorship of junior team members, and strategic business development. Pathstone offers a supportive workplace where you can make a lasting impact.
Key Responsibilities
Act as primary contact for diverse client inquiries
Develop and expand a network of potential clients
Maintain thorough performance analysis and reporting
Coordinate with wealth planning teams on client strategies
Mentor staff on operational excellence and best practices
Requirements:
Bachelor's degree; progress toward advanced designations preferred
Minimum 5-year experience in financial advisory
Required Series 65 within 90 days of employment
Excellent communication and influencing skills
Experience with AI-powered tools preferred
Utilize your analytical skills and industry knowledge to excel in a rewarding setting at Pathstone.