Become a vital part of the Pathstone team as an Associate Director of Client Advisory in Denver, CO. Lead client relationships while managing investment implementation and business development for ultra-high-net-worth clients. This influential role involves coordinating with the Client Advisory Team to provide specialized wealth management solutions.
You will enhance client relationships, drive strategic initiatives, and maintain a focus on operational excellence. Pathstone values its people and fosters a culture of mentorship and skilled growth. Key Responsibilities:
- Provide exceptional service and client support
- Foster relationships through business development efforts
- Oversee portfolio construction and rebalancing
- Prepare investment analyses and client presentation materials
- Mentor junior partners on team processes Requirements:
- Bachelor’s degree required; advanced degrees preferred
- 5+ years in wealth management or advisory roles
- Series 65 required (or attained within 90 days)
- Strong relationship management and communication skills
- Skilled in Microsoft Excel and financial reporting Shape the future of wealth management at Pathstone with your expertise and leadership.