PathStone
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Manager, Client Transitions
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Pathstone 1 week ago Be among the first 25 applicants Join to apply for the
Manager, Client Transitions
role at
Pathstone Get AI-powered advice on this job and more exclusive features. 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.
Make your application after reading the following skill and qualification requirements for this position.
As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. 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.
About the Team:
Client Transitions oversees the full lifecycle of client relationships through structured onboarding and offboarding. The team provides consistent, centralized support to advisory teams and their clients during pivotal transitions, whether launching new relationships, managing a termination, or navigating significant structural changes such as estate-driven restructurings.
About the Role:
As Manager of the Client Transitions team, you will help operationalize one of the most distinctive capabilities in our firm. You'll lead the day-to-day workflows, empower and coach team members, and ensure the highest standard of excellence as clients begin, evolve, or conclude their engagement with us. This role is central to delivering on our promise of a first-of-a-kind experience, balancing precision, empathy, and execution.
You'll report directly to the Director of Client Transitions and play a key role in scaling a high-performing team within the Center for Innovation division.
Key Responsibilities:
Lead Daily Operations: Oversee day-to-day onboarding and offboarding workflows, ensuring clarity, continuity, and timeliness Mentor and Coach: Help develop junior team members through real-time feedback, thoughtful guidance, and values-driven leadership Surface Insights: Identify operational pain points and share insights that inform process improvements and long-term SOP development Foster Collaboration: Partner cross-functionality with advisory, capital markets, compliance, finance, professional services and operations teams to ensure alignment during client transitions Champion Client Experience: Serve as a key quality control partner and internal resource, balancing high-touch service with operational excellence Support SLA Definition: Contribute to defining the Client Transitions service level agreement by gathering insights from day-to-day execution and cross-departmental interactions
What We're Looking For:
A proactive, detail-oriented leader who thrives in a fast-paced, high-standards environment Exceptional communication skills and a gift for cultivating trust and connection Proven ability to lead complex workflows, make judgement calls, and empower others Passion for building systems, mentoring people, and scaling with purpose Comfort operating independently in a remote setting while deeply committed to team alignment
Minimum Qualifications:
Bachelor’s degree in business administration, finance, economics, or a related field required, advanced coursework or credentials a plus 5+ years of experience in financial services, client operations, or relationship management roles Demonstrated success leading workflows, mentoring team members, and driving process improvement Experience navigating cross-functional partnerships and balancing competing priorities
Core Capabilities:
Operational fluency: Ability to manage detailed workflows while maintaining a big-picture perspective People leadership: Proven ability to guide, support, and develop junior colleagues with empathy and clarity Communication: Exceptional written and verbal communication skills with a service-first, partnership mindset Adaptability: Comfortable navigating ambiguity and shifting priorities with poise and precision
Technical Proficiency:
Proficiency in Microsoft Office, especially Excel, OneNote, and Planner Experience with Salesforce and Power BI is highly preferred, as well as familiarity with AI-driven tools like Microsoft CoPilot Ability to learn and navigate internal platforms and reporting tools with confidence
Working Style & Mindset:
Proactive, resourceful, and execution-oriented Detail-driven yet agile, able to prioritize, reprioritize and make judgement calls in real time Driven by structure, process, and the opportunity to shape a growing team Deeply collaborative, curious, and committed to continuous learning and improvement
Pay Transparency:
Pathstone’s expected starting base compensation range for the position as of the time of this posting is $80,000 - $90,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship:
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 committed to creating a diverse environment and is proud to be an equal opportunity employer. Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionSales and Business Development Referrals increase your chances of interviewing at Pathstone by 2x Get notified about new Client Manager jobs in
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Manager, Client Transitions
role at
Pathstone 1 week ago Be among the first 25 applicants Join to apply for the
Manager, Client Transitions
role at
Pathstone Get AI-powered advice on this job and more exclusive features. 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.
Make your application after reading the following skill and qualification requirements for this position.
As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. 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.
About the Team:
Client Transitions oversees the full lifecycle of client relationships through structured onboarding and offboarding. The team provides consistent, centralized support to advisory teams and their clients during pivotal transitions, whether launching new relationships, managing a termination, or navigating significant structural changes such as estate-driven restructurings.
About the Role:
As Manager of the Client Transitions team, you will help operationalize one of the most distinctive capabilities in our firm. You'll lead the day-to-day workflows, empower and coach team members, and ensure the highest standard of excellence as clients begin, evolve, or conclude their engagement with us. This role is central to delivering on our promise of a first-of-a-kind experience, balancing precision, empathy, and execution.
You'll report directly to the Director of Client Transitions and play a key role in scaling a high-performing team within the Center for Innovation division.
Key Responsibilities:
Lead Daily Operations: Oversee day-to-day onboarding and offboarding workflows, ensuring clarity, continuity, and timeliness Mentor and Coach: Help develop junior team members through real-time feedback, thoughtful guidance, and values-driven leadership Surface Insights: Identify operational pain points and share insights that inform process improvements and long-term SOP development Foster Collaboration: Partner cross-functionality with advisory, capital markets, compliance, finance, professional services and operations teams to ensure alignment during client transitions Champion Client Experience: Serve as a key quality control partner and internal resource, balancing high-touch service with operational excellence Support SLA Definition: Contribute to defining the Client Transitions service level agreement by gathering insights from day-to-day execution and cross-departmental interactions
What We're Looking For:
A proactive, detail-oriented leader who thrives in a fast-paced, high-standards environment Exceptional communication skills and a gift for cultivating trust and connection Proven ability to lead complex workflows, make judgement calls, and empower others Passion for building systems, mentoring people, and scaling with purpose Comfort operating independently in a remote setting while deeply committed to team alignment
Minimum Qualifications:
Bachelor’s degree in business administration, finance, economics, or a related field required, advanced coursework or credentials a plus 5+ years of experience in financial services, client operations, or relationship management roles Demonstrated success leading workflows, mentoring team members, and driving process improvement Experience navigating cross-functional partnerships and balancing competing priorities
Core Capabilities:
Operational fluency: Ability to manage detailed workflows while maintaining a big-picture perspective People leadership: Proven ability to guide, support, and develop junior colleagues with empathy and clarity Communication: Exceptional written and verbal communication skills with a service-first, partnership mindset Adaptability: Comfortable navigating ambiguity and shifting priorities with poise and precision
Technical Proficiency:
Proficiency in Microsoft Office, especially Excel, OneNote, and Planner Experience with Salesforce and Power BI is highly preferred, as well as familiarity with AI-driven tools like Microsoft CoPilot Ability to learn and navigate internal platforms and reporting tools with confidence
Working Style & Mindset:
Proactive, resourceful, and execution-oriented Detail-driven yet agile, able to prioritize, reprioritize and make judgement calls in real time Driven by structure, process, and the opportunity to shape a growing team Deeply collaborative, curious, and committed to continuous learning and improvement
Pay Transparency:
Pathstone’s expected starting base compensation range for the position as of the time of this posting is $80,000 - $90,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship:
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 committed to creating a diverse environment and is proud to be an equal opportunity employer. Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionSales and Business Development Referrals increase your chances of interviewing at Pathstone by 2x Get notified about new Client Manager jobs in
Potomac, MD . Washington DC-Baltimore Area $153,000.00-$216,000.00 2 weeks ago Washington DC-Baltimore Area $153,000.00-$224,000.00 11 hours ago Washington, DC $153,000.00-$216,500.00 3 weeks ago Manager, Client Development - Voice of the Client Washington, DC $85,000.00-$100,000.00 1 month ago Bethesda, MD $90,000.00-$100,000.00 1 month ago Client Partnerships Manager (Credit Cards) Washington DC-Baltimore Area $100,000.00-$135,000.00 9 hours ago District of Columbia, United States 1 week ago Customer Relationship Manager - Purposeful Work Washington, DC $80,531.73-$93,000.00 1 week ago McLean, VA $62,905.00-$104,650.00 1 week ago Washington DC-Baltimore Area $50,000.00-$65,000.00 1 day ago Entry Level Service Director for Franchised Dealership - $150K+ AnnuallyCustomer Relationship Management Manager Washington, DC $58,500.00-$58,500.00 1 day ago Washington, DC $165,000.00-$215,000.00 6 days ago Senior Customer Success Manager, Strategic Account Services District of Columbia, United States 3 weeks ago Washington, DC $58,500.00-$58,500.00 1 day ago Washington, DC $58,500.00-$58,500.00 1 day ago Senior Manager of Customer Experience - Online Retail Dulles Town Center, VA $62,905.00-$104,650.00 2 weeks ago Client Service Manager, Government - Washington, DC Washington, DC $65,000.00-$75,000.00 1 week ago Washington, DC $35,000.00-$58,500.00 1 week ago Washington, DC $110,000.00-$130,000.00 2 weeks ago Assistant Manager, Business Operations - The Ritz - Carlton Leadership Center Bethesda, MD $48,500.00-$85,700.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr