Senior Associate, Client Advisory

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Position Overview: The Senior Associate, Client Advisory, serves as a key member of our team, dedicated to supporting a high-profile team of experienced Advisors, serving ultra-high-net-worth families. This role sits at the intersection of client service, private investment execution, and operational excellence.

This role is a key operational and client service partner to the team. Responsibilities include leading new client account openings and onboarding, coordinating online access, and communicating directly with clients and their external advisors regarding money movement, account activity, and daily operational matters. The position manages wires, journals, reconciliations, and tax documentation (including tax forms, statements, and K-1s), while also providing high-touch administrative support to client families and assisting the advisor team with expenses and other operational priorities.

Key Responsibilities:

Private Investment & Transaction Execution

• Independently complete and process private fund subscription documents on behalf of clients.
• Manage capital calls, distributions, and related transaction workflows.
• Coordinate wires, journals, transfers, and reconciliations in partnership with custodians and internal teams.
• Monitor and track investment documentation, deadlines, and funding requirements.

Client & Advisor Team Support

• Serve as an operational point of contact for the dedicated advisor team and their clients.
• Communicate directly with clients and their external professional advisors regarding investment documentation, money movement, and account maintenance.
• Support new account openings, onboarding processes, and online access setup.
• Assist with client tax documentation, including tax forms, statements, and K-1 coordination.

AML / KYC & Compliance Coordination

• Ensure proper completion and documentation of AML/KYC requirements.
• Coordinate with Legal & Compliance to maintain adherence to regulatory and firm standards.

Cross-Functional Collaboration

• Coordinate with custodians, counterparties, portfolio managers, research, client service teams, and Legal & Compliance to ensure seamless processing of transactions.
• Prioritize tasks based on urgency and time-sensitive client deadlines.
• Contribute to process improvement initiatives to enhance operational efficiency and scalability.

Candidate Profile:

Professional Attributes:

• Exceptionally organized with strong attention to detail and follow-through.
• Comfortable in a client-facing capacity, including discussions involving investment documentation and money movement.
• Strong analytical, quantitative, and problem-solving skills.
• Able to work independently and effectively prioritize competing deadlines.
• High-functioning in a fast-paced environment with a proactive, solutions-oriented mindset.
• Demonstrates initiative, accountability, and a commitment to continuous learning.

Qualifications:

• Minimum of one to three years of prior experience in investment operations, private fund administration, wealth management, or client service operations.
• Familiarity with private fund subscriptions, AML/KYC requirements, and transaction processing are strongly preferred.
• Strong proficiency in Microsoft Office, particularly Excel. Salesforce experience would be helpful.
• Bachelor’s degree in related field.
• Excellent verbal and written communication skills.

Impact of the Role:

This position plays a critical role in supporting one dedicated advisor team and their ultra-high-net-worth clients. By ensuring operational precision, timely transaction execution, and seamless coordination across stakeholders, the Senior Associate, Client Advisory directly contributes to delivering the high-touch, institutional-quality service that defines the Pathstone client experience.

Why Join our Team in this Senior Associate, Client Advisory Role?

This is a unique opportunity to help build and scale a growing team that will directly impact client engagement. You will work closely with senior leaders, gain exposure to all aspects of the business, interact directly with current clients and prospects, and play a meaningful role in shaping how Pathstone supports growth and Advisor success.

Pay Transparency:

Pathstone’s expected starting base compensation range for the position as of the time of this posting is $73,000 - $95,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship:

Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.