Pathstone
Associate, Client Advisory – Pathstone
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Pathstone Associate Program: A Client Advisory CareerPath! Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complex and sophisticated families in the wealth management industry. The program combines a combination of hands‑on experience as well as a week‑long formal learning program with other Associates from our offices across the country. This program is ideal for passionate and engaged individuals who have an interest in a career in wealth management and have the interpersonal skills and results orientation to actively contribute to the Pathstone team and culture.
Job Description Assist the Client Advisory Team(s) in all manners of client service and daily operations, as well as special projects. Primary responsibility is supporting the daily operations of individual Client Teams. This can include completing account applications, preparing fund subscription documents, accounting and reporting maintenance, and assisting in the development of client presentation materials. In addition, the Associate will collaborate with client teams to process money movements and execute trades within accounts, while following the process through in tandem with the firm’s Capital Markets Group. Associates manage task flow and record keeping inside our firm’s CRM ensuring we have accurate and timely execution.
Through the evolution of an Associate’s CareerPath, there will be opportunities for further professional development through internal programs at the firm and by studying for a professional certification (CFP, CFA).
Location & Timing Due to Pathstone’s fast growth, we have associate positions available in many of our office locations. The specific placement will be determined as part of the hiring process.
Newtown Square, PA (Philly Metro)
Potomac, MD (DC Metro)
While there are various potential locations for new associate placement, this post is for consideration in our Newtown Square, PA office with a start date in the summer of 2026.
Learning Program Pathstone provides our teammates with development opportunities empowering them to be their best selves in their current and future roles. We desire to have passionate and engaged individuals who have the tools and skillsets to better Pathstone’s culture and to continue to perfect the client experience.
Through an immersive in‑person learning experience, our Client Advisory Associates spend a week collaborating and learning alongside peers from across the country. The Learning Objective for this training is to reinforce an Associate’s core Roles & Responsibilities through live simulations while also providing opportunities to foster deeper connections with peers and Subject Matter Experts across departments.
Qualifications
Prior experience in the financial management industry, specifically Client Operations and Administration, and past full‑time office experience is a plus, but not required for recent graduates
Basic understanding of investments including mutual funds, separately managed accounts, and alternative investments is preferred
Solid analytical, quantitative, problem‑solving, and client service skills
Detail‑oriented and ability to handle time‑sensitive issues
Strong Microsoft Office suite skills, particularly Excel
A positive attitude and initiative in all aspects of the position
The ability to prioritize tasks in the face of competing demands
Engaged in learning and growing, and motivated to take on new challenges
Strong verbal and written communication skills
Company Description Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
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Pathstone Associate Program: A Client Advisory CareerPath! Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complex and sophisticated families in the wealth management industry. The program combines a combination of hands‑on experience as well as a week‑long formal learning program with other Associates from our offices across the country. This program is ideal for passionate and engaged individuals who have an interest in a career in wealth management and have the interpersonal skills and results orientation to actively contribute to the Pathstone team and culture.
Job Description Assist the Client Advisory Team(s) in all manners of client service and daily operations, as well as special projects. Primary responsibility is supporting the daily operations of individual Client Teams. This can include completing account applications, preparing fund subscription documents, accounting and reporting maintenance, and assisting in the development of client presentation materials. In addition, the Associate will collaborate with client teams to process money movements and execute trades within accounts, while following the process through in tandem with the firm’s Capital Markets Group. Associates manage task flow and record keeping inside our firm’s CRM ensuring we have accurate and timely execution.
Through the evolution of an Associate’s CareerPath, there will be opportunities for further professional development through internal programs at the firm and by studying for a professional certification (CFP, CFA).
Location & Timing Due to Pathstone’s fast growth, we have associate positions available in many of our office locations. The specific placement will be determined as part of the hiring process.
Newtown Square, PA (Philly Metro)
Potomac, MD (DC Metro)
While there are various potential locations for new associate placement, this post is for consideration in our Newtown Square, PA office with a start date in the summer of 2026.
Learning Program Pathstone provides our teammates with development opportunities empowering them to be their best selves in their current and future roles. We desire to have passionate and engaged individuals who have the tools and skillsets to better Pathstone’s culture and to continue to perfect the client experience.
Through an immersive in‑person learning experience, our Client Advisory Associates spend a week collaborating and learning alongside peers from across the country. The Learning Objective for this training is to reinforce an Associate’s core Roles & Responsibilities through live simulations while also providing opportunities to foster deeper connections with peers and Subject Matter Experts across departments.
Qualifications
Prior experience in the financial management industry, specifically Client Operations and Administration, and past full‑time office experience is a plus, but not required for recent graduates
Basic understanding of investments including mutual funds, separately managed accounts, and alternative investments is preferred
Solid analytical, quantitative, problem‑solving, and client service skills
Detail‑oriented and ability to handle time‑sensitive issues
Strong Microsoft Office suite skills, particularly Excel
A positive attitude and initiative in all aspects of the position
The ability to prioritize tasks in the face of competing demands
Engaged in learning and growing, and motivated to take on new challenges
Strong verbal and written communication skills
Company Description Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
#J-18808-Ljbffr