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Client Manager
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Full-time
- Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.
- Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone has experienced significant growth over the past 5 years and currently oversees approximately $97B in assets under advisement and administration.
- As a certified B Corp, we seek to make a difference in the lives of our clients and their families as well as offer a positive and supportive work environment for our employees.
- 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.
- Key Purpose: The Client Manager will play a key role in providing support and leverage to the Client Service Lead in all manners of client service, daily operations, and ad hoc projects for our complex Ultra High Net Worth multi-generational families, single family office, and select institutional clients.
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