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 professional 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) - Robust 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.#J-18808-Ljbffr