Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Vice President, Client Advisory role.

Rezi rewrites your resume against Pathstone's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Vice President, Client Advisory posting at Pathstone — free, in seconds.

About the Role

The Vice President, Client Advisory is a developmental role focused on cultivating future business development and advisory leaders. This position is designed for high-potential professionals aiming to originate new client relationships, grow an advisory practice, and become trusted advisors to ultra-high-net-worth individuals, families, family offices, foundations, and endowments. Participants will gain experience across business development, relationship management, and wealth management to support Pathstone's long-term growth.

Responsibilities

Cultivate a deep understanding of local markets to identify growth opportunities, develop targeted business plans, and drive initiatives that expand Pathstone's client base and market share.
Support the team in identifying and pitching new potential clients and opportunities to expand the services we provide clients.
Partner on prospect strategy, proposal development and client presentations, developing the skills to win new business.
Develop and continuously expand a referral network, building Pathstone’s presence through frequent interaction and communication with external parties.
Assist with national and office efforts related to business development efforts, client engagement events, community outreach, philanthropic activities and other opportunities that foster business growth.
Maintain a pulse on the industry through research, conferences, and networking.
Manage and maintain multiple client relationships, in both a primary and support capacity with the goal of becoming the trusted advisor for our clients.
Create and maintain investment policy statements (IPS) for clients.
Construct customized investment portfolios to meet each client’s specific needs, as articulated in their IPS.
Oversee ongoing portfolio construction and rebalancing.
Collaborate with clients on spending policy, cash flow planning, asset location and custody.
Serve as a primary point of contact for client inquiries.
Proactively identify and address client needs while maintaining a high standard of service.
Partner with our Professional Services team (when applicable) to ensure clients’ tax, estate, personal, business, and philanthropic plans are managed and executed according to their specific requirements.
Prepare performance analyses, relevant investment information and client presentation materials.
Act as an information liaison to accountants, banks, attorneys, lenders and other external professionals supporting client relationships.
Serve as a mentor and operational expert to junior staff.
Contribute to process improvements and operational best practices within the office.
Contribute positively to the overall office morale and engagement.

Requirements

Bachelor’s degree.
Series 65 is required within 90 days of employment.
Completion of an advanced degree (MBA, JD or other equivalent degree) by your start date.
4+ years of experience in the finance industry with demonstrated client engagement experience.
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.
Demonstrated initiative, professionalism, leadership and the ability to prioritize competing demands.
Excellent verbal and written communication skills.
Motivated to learn, grow, and assume increasing responsibility over time.
Strong commercial orientation with a high degree of leadership and an ownership-minded, entrepreneurial focus.
Strong analytical, quantitative, and problem-solving skills.
Detail-oriented with the ability to manage time-sensitive matters effectively.
Familiarity and hands-on experience with AI-powered productivity tools.
Must not require visa sponsorship.

Skills

Business Development
Practice Management
Client Advisory
Investment Management
Relationship Management
Financial Planning
Wealth Management
Portfolio Construction
Asset Allocation
Alternative Investments
Communication Skills
Analytical Skills
Problem-Solving Skills
Leadership
Commercial Acumen
AI-powered productivity tools

Location

New York City

Work Type

Hybrid

Experience Level

4+ years of experience

Education Level

Bachelor's degree
MBA, JD or other equivalent degree
CFA and/or CFP certification or meaningful progress is strongly valued

Salary/Compensations

$175,000 per year

Benefits

Comprehensive medical, vision, and dental coverage
Flexible spending options
Flexible PTO
Life insurance
Education support
401(k) plan
Parental leave
Temporary housing during training
Relocation assistance

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.
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 $185 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 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.

Equal Opportunity

Pathstone is proud to be an equal opportunity employer.