Senior Associate, Workplace

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Company

Description:

Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration.

The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families.

Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Job Description: At Pathstone, our greatest strength is our people. They are the heart of everything we do—seeking to be empathetic, wise, and quietly relentless in their care for others. These are the kind of individuals who listen deeply, act thoughtfully, and show up when it matters most. They come from different places, bring different perspectives, but share a common purpose: to help others live lives of meaning, clarity, and possibility.

We don’t just hire talent—we welcome those who lead with character and walk alongside others on the path to their preferred life.

The Workplace Experience Team plays a central role in delivering our firm’s commitment to exceptional service. This team is comprised of highly skilled Client Service Professionals who blend hospitality excellence with operational precision to create a warm, polished, and highly functional environment for our people, our clients, and our leadership.

Every interaction—whether with colleagues, guests, executives, or external partners—reflects our dedication to an elevated, hospitality‑driven experience. We approach our work with a service‑first mindset, an attentive and anticipatory style, and a strong focus on operational efficiency that ensures the office runs seamlessly.

This on‑site position (Monday–Friday) provides administrative support to executive leadership while acting as the face of the office. The role plays a key part in shaping a refined, welcoming workplace atmosphere by managing day‑to‑day operations, overseeing premium client experiences, and serving as a primary liaison between staff, leadership, and vendors.

This is an ideal opportunity for a seasoned professional who thrives in high‑touch environments and understands how to balance client hospitality, executive support, and flawless office administration.

• Manage daily office operations to ensure a seamless, organized, and professional environment—including supply replenishment, equipment checks, appearance standards, and general workspace upkeep.
• Cultivate a warm, welcoming, and hospitality‑driven atmosphere, creating a “preferred life” experience for both clients and team members.
• Serve as the primary point of contact for all visitors, providing concierge‑level support to ensure every guest feels attended to, informed, and valued.
• Coordinate all aspects of client visits, including meeting room reservations, catering, technology setup, and personalized hospitality touches.
• Maintain a preferred network of vendor services—including transportation,…