Senior Associate, Personal CFO Services

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.

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.

We are seeking a Senior Associate to join our Personal CFO Services team. This role is primarily client-facing and serves as a trusted partner in managing and streamlining the financial lives of our clients. You will work with a dynamic, high-performing team and collaborate closely with internal partners to deliver white-glove service, provide thoughtful financial guidance tailored to each client's unique circumstances, and proactively oversee financial operations, including client bills and vendor management.

The dynamic nature of this role requires that the ideal candidate has exemplary time management skills, the ability to identify and anticipate client needs, and have a service mindset.

• Serve as a primary point of contact for high-net-worth clients, fostering strong and trusted relationships.
• Proactively oversee client bill payments, ensuring accuracy, and timeliness.
• Identify and resolve potential issues, discrepancies, or changes, keeping clients well-informed and confident in our oversight.
• Coordinate with internal departments to deliver seamless, personalized services.
• Review client balance sheets and income statements.
• Manage complex financial transactions and processes, including cash flow analysis, budgeting, and bespoke financial reporting.
• Review and facilitate client requests, providing responsive, high-quality service.
• Proactively identify opportunities to enhance the client experience, offering creative solutions to unique needs.
• Partner with internal wealth advisory teams to ensure a cohesive, comprehensive client experience.
• Handle sensitive personal matters with discretion, including communications with client legal, tax, or insurance professionals.
• Support the onboarding of new clients.

• Bachelor’s degree in Finance, Accounting, or a related field; CPA, CFP, or other relevant certifications preferred.
• 4+ years of experience in family office, private wealth, public accounting, fund administration, or investment-related financial services.
• Experience in a client-facing financial services role, preferably serving high-net-worth or ultra-high-net-worth clients.
• Strong understanding of financial concepts and services, with demonstrated experience in providing personalized client service.
• Experience in overseeing and managing client bills and vendor relationships with accuracy and discretion.
• Exceptional organizational skills, with the ability to manage multiple clients and tasks proactively and efficiently.
• Excellent interpersonal, communication, and presentation skills.
• Collaborative, team-oriented approach, with the ability to work cross-functionally.

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.

Equal Opportunity Employer
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