VP, Client Advisory — Elite Wealth ; Hybrid
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Pathstone is seeking a Vice President, Client Advisory to develop, manage, and grow advisory relationships with ultra-high net worth families and endowments. You will oversee client relationships, craft IPS, construct portfolios, and collaborate with professionals to deliver integrated wealth management services.
The role includes a structured training program beginning in late summer 2027 in Pathstone’s New York City office, with temporary housing provided during training and relocation support
This opening is for the VP, Client Advisory — Elite Wealth Growth (Hybrid) role at Pathstone.
We are looking to fill the VP, Client Advisory — Elite Wealth Growth (Hybrid) position at Pathstone in San Francisco, CA, United States.
The VP, Client Advisory — Elite Wealth Growth (Hybrid) role at Pathstone is now open for applications in San Francisco, CA, United States.
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