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.
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