Senior Client CFO & Relationship Lead; UHNW
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-10
Listing for:
Pathstone Welcomes Crestone Capital LLC
Full Time
position Listed on 2026-06-10
Job specializations:
-
Finance & Banking
-
Management
Job Description & How to Apply Below
Pathstone Welcomes Crestone Capital LLC is seeking an Associate Director to manage complex Personal CFO engagements in Atlanta, GA. This senior role involves high-touch client interactions and financial administration for ultra-high net worth families.
The ideal candidate will have 7–10+ years in financial services, strong project management skills, and a commitment to continuous improvement. Pathstone offers competitive benefits, but cannot provide visa sponsorship.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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