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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.
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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.
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Although Pathstone currently has 19 locations across the country, the firm operates as one office and one team. Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
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Ecumen Pathstone consists of assisted living, long-term care, rehabilitation care, memory care, adult day services, and independent living. Ecumen Pathstone is hiring a Director of Nursing RN. Ecumen Pathstone is a campus community offering comprehensive care services.
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The Center for Innovation (CFI) ensures that Pathstone projects are aligned with the company’s initiatives, including innovative strategic goals, are executed with efficiency and transparency by providing the tools, systems, processes, and project management needed for implementation.
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Ability to follow all safety rules, regulations, policies and procedures of the facility including but not limited to: Vulnerable Adult and Abuse Policy, HIPAA, Resident's Bill of Rights, Universal Precaution, AWAIR, OSHA, Right to know, SDS, ADA, HUD Policy and Procedures, Fair Housing laws and regulations.
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2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable. 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.
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Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
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Ecumen Pathstone is hiring an Assistant Executive Director LNHA - HWS. Ecumen Pathstone is a campus community offering comprehensive care services. Ecumen Pathstone is hiring an Assistant Executive Director LNHA - HWS. Ecumen Pathstone is a campus community offering comprehensive care services.
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The CFI team works closely with all Pathstone’s departments, Advisory, Financial, Investment Operations, Research, Compliance, Marketing, Growth, Performance Reporting, Capital Markets, and Professional Services teams.
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Qualifications: Pathstone is seeking an Associate with a minimum 2-4 years of experience as an administrative or executive assistant, preferably within the financial services/investment industry.
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Ecumen Pathstone is hiring a Clinical Quality Coordinator. Ecumen Pathstone is a campus community offering comprehensive care services. Ecumen Pathstone is hiring a Clinical Quality Coordinator.
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CFI Support: In your role as a Project Manager for the Center for Innovation, you will be instrumental throughout the entire project lifecycle. Assist in monitoring work efforts, assigning resources, delegating tasks and reporting progress to CFI, project sponsors and various stakeholders.
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