Manager, Center Innovation

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.

The Innovation Advancement Team is a centralized group focused on driving firm‑wide initiatives that improve how we work and support long‑term growth. The team combines project management with specific subject‑matter expertise to streamline processes, implement best practices, and deliver consistent client experience across the firm.

The Innovation Advancement Manager plays a key role in supporting these efforts through strong data management, process improvement, and cross‑functional collaboration. They will manage high‑impact projects and partner closely with teams across the organization to deliver solutions aligned with business needs. They will also contribute to process documentation and best practices, helping to enhance efficiency, consistency, and continuous improvement across the firm.

• Coordinate and execute data requests from available systems (Salesforce, Reporting Platforms, Custodians, Index Providers) to contribute to the assessment and project planning.
• Maintain and review data in databases and CRM systems to support firm initiatives. This can include auditing existing data and leading the deployment of enhancements across various systems.
• Document and enhance processes and procedures and effectively train process improvements and changes to staff.
• Take ownership of key firm projects, such as vendor implementation, systems integration, regulatory audits, and process enhancement.
• Develop an in‑depth understanding of the functions of other departments to integrate the needs of each into implementation.
• Due to the required expertise in a variety of operational and investment matters, this role will work closely on initiatives within the Research, Compliance, Advisory, Capital Markets, Finance, Marketing, and Reporting Teams.
• Mentor more junior team members in executing on operational tasks and projects.
• Support other department initiatives as needed.

• Bachelor’s degree required; degree in Finance, Economics, Business Administration, or a related quantitative field preferred.
• 4 – 6 years of experience in financial services, with a strong understanding of operational workflows within an RIA or family office environment preferred.
• Familiarity with core operational functions such as investment performance reporting, trade execution, account opening, and subscription documentation, compliance process, and CRM data management.
• Strong analytical, problem‑solving, and client service skills, with the ability to interpret data, identify opportunities for improvement, and…