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About the Role
The Associate Director, Client Advisory partners with Directors and Managing Directors to deliver comprehensive wealth management solutions to ultra-high-net-worth individuals, families, family offices, foundations, and endowments. This role combines client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship to provide an exceptional client experience. As a trusted advisor, the Associate Director serves as a primary point of contact for client relationships, collaborates closely with internal specialists, and contributes to practice growth. This position also plays an important leadership role by mentoring junior team members and driving operational excellence.
Responsibilities
- Manage and maintain multiple client relationships, acting as a trusted advisor.
- Serve as a primary point of contact for client inquiries, responding professionally via phone, video, and in-person meetings.
- Proactively identify and address client needs while maintaining a high standard of service.
- Partner with the wealth planning team to ensure clients’ income tax, estate, and philanthropic plans are executed.
- Prepare and maintain client balance sheets and data aggregation.
- Work with wealth planning and tax teams on pre-transaction tax mitigation strategies and concentrated position management.
- Support the team in identifying and pitching new potential clients.
- Develop and continuously expand referral network, building Pathstone's presence through interaction with external parties.
- Assist with team projects related to client topics and business development efforts.
- Maintain industry knowledge through research, conferences, and networking events.
- Design and execute client development practices and approaches.
- Support the Client Advisory Team in implementing Investment Research Team’s guidance.
- Create and maintain investment policy statements for clients.
- Oversee ongoing portfolio construction and rebalancing.
- Collaborate with clients on spending policy, cash flow planning, asset location and custody.
- Prepare performance analyses, relevant investment information, and client presentation materials.
- Support quarterly reporting processes, including reconciliation and detailed review of client reports.
- Act as an information liaison to accountants, banks, attorneys, lenders, and other external professionals supporting client relationships.
- Serve as a mentor and operational resource to Associates and Senior Associates on matters including reconciliations, reporting, account openings, and transfers.
- Contribute to process improvements and operational best practices within the office.
- Participate in leader-led sessions focused on advisory best practices, business development, leadership development, and practice management.
Requirements
- Bachelor’s degree required.
- Completion of, or meaningful progress toward, an advanced degree or professional designation (CFP®, CFA, MBA, or JD) required.
- 5–8+ years of experience in wealth management, private banking, family office, or financial advisory environments with demonstrated client engagement experience.
- Series 65 required (or attained within 90 days of employment).
- Strong analytical, quantitative, and problem-solving skills.
- Detail-oriented with the ability to manage time-sensitive matters effectively.
- Solid proficiency in Microsoft Office, particularly Excel.
- Salesforce experience preferred.
- Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.
- Comfortable communicating with clients and their professional advisors regarding investments, high-level estate planning items, investment and financial markets, and high-level tax planning items.
- Foundational knowledge of globally diversified investment portfolios and asset allocation strategies, including alternative investments.
- Strong relationship management, influencing and communication skills.
- Demonstrated initiative, professionalism, and the ability to prioritize competing demands.
- Excellent verbal and written communication skills.
- Demonstrates intellectual curiosity, a commitment to continuous learning, and the ambition to assume increasing responsibility, leadership, and client ownership over time.
Skills
- Client relationship management
- Investment implementation
- Wealth planning coordination
- Business development
- Operational oversight
- Team mentorship
- Microsoft Office (Excel)
- Salesforce
- AI-powered productivity tools
- Globally diversified investment portfolios
- Asset allocation strategies
- Alternative investments
- Relationship management
- Influencing skills
- Communication skills
Location
- San Francisco, CA
Work Type
- Full-time
Experience Level
- 5-8+ years
Education Level
- Bachelor's degree
- CFP®
- CFA
- MBA
- JD
Salary/Compensations
- $120,000 - $160,000
Benefits
- Comprehensive medical, vision, and dental coverage
- Flexible spending options
- Flexible PTO
- Life insurance
- Education support
- 401(k) plan
- Parental leave
About the Company
- Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.
- We help clients pursue their Preferred Life with clarity, confidence, and long-term support across wealth and well-being.
- Our services include investment advisory, integrated planning, and coordination across tax strategy, risk management, wealth and estate planning, philanthropic planning, and family governance.
- With over 20 office locations and $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly.
- Pathstone is committed to making a meaningful difference for clients and fostering a supportive, purpose-driven environment for our professionals.
- Team members are encouraged to pursue interests and contribute to the firm’s culture through committees and initiatives.
- Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work.
Equal Opportunity
- Pathstone is proud to be an equal opportunity employer.