Manager, Client Advisory

The Client Manager

Location: Boulder, CO – hybrid work arrangement, four days in office.

Job Overview: The Client Manager is a key member of the Client Advisory Team supporting Directors and Managing Directors in delivering comprehensive wealth management services to ultra-high-net-worth clients.

Key Responsibilities:

• Support the management of multiple client relationships with the goal of becoming the trusted advisor for our client families.
• Serve as a primary point of contact for client inquiries via phone, video, and in-person meetings.
• Assist in identifying and addressing client needs while maintaining a high standard of service.
• Partner with the wealth planning team to ensure client tax, estate, and philanthropic plans are executed.
• Prepare and maintain client balance sheet and data aggregation (when applicable).
• Support business development efforts by contributing to material preparation and pitching new potential clients.
• Work with tax and wealth teams on pre-transaction tax mitigation strategies and concentrated position management (when applicable).

Investment Implementation:

• Support implementation of Investment Research Team’s guidance.
• Assist in preparation and maintenance of investment policy statements.
• Support ongoing portfolio construction and rebalancing.
• Collaborate on discussions related to spending policy, cash flow planning, asset location and custody.

Analysis, Reporting & Operations:

• Prepare performance analyses and client presentation materials.
• Support quarterly reporting, including reconciliation and review.
• Act as liaison to external professionals (accountants, banks, attorneys, lenders).
• Mentor Associates and Senior Associates on reconciliations, reporting, account openings, and transfers.
• Contribute to process improvements and operational best practices.
• Assist with team projects related to client topics and business development efforts.
• Maintain industry pulse through research, conferences, and networking events.

Qualifications:

• Bachelor’s degree in business, finance, accounting, economics, or related field required.
• 4–7+ years of experience in the financial management industry preferred; CFP preferred.
• Series 65 required (or to be attained within 90 days).
• Strong analytical, quantitative, problem-solving, and client service skills.
• Detail-oriented with time management skills.
• Proficiency with Microsoft Office, especially Excel;
  Salesforce experience preferred.
• Comfortable communicating with clients and professional advisors on investments, tax, and estate items.
• Foundational knowledge of investment products (mutual funds, separately managed accounts, alternatives).
• Initiative, professionalism, ability to prioritize demands.
• Excellent verbal and written communication skills.
• Motivation to learn, grow, and assume increasing responsibility.

Benefits:

• Comprehensive medical, vision, and dental coverage.
• Flexible spending options and flexible paid time off.
• Life insurance, education support, 401(k) plan, parental leave, and more.

Pay Transparency: $90,000 – $110,000 per year base. Additional discretionary bonus possible.

Visa Sponsorship: This position does not offer visa sponsorship.

Equal Opportunity: Pathstone is proud to be an equal opportunity employer.