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.

📌 Pathstone Wealth Management Associate Director (Prince Edward Island)
🏢 Pathstone
📍 Prince Edward Island